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FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vaultâ„¢.
INTEGRATION OVERVIEW
Seamlessly Connect and Integrate Your Workflow to 7,000+ Tools and Applications
Scale back, middle, and front office operations and workflow while enhancing your advisor and client experience with FutureVault's best-of-breed integration partners and Open APIs. FutureVault integrates with CRMs, Client and Advisor Portals, eSignature tools, and more.
CONNECT. AUTOMATE. GROW.
Featured FutureVault Integrations
CRM
Seamlessly access FutureVault from within Salesforce and push Vault activity to your CRM.
E-SIGNATURE
Connect your DocuSign account to automatically file e-signed documents and create new Vaults.
DATA AGGREGATOR
Connect and integrate custodial data, information, and documents into Salesforce.
WORKFLOW AUTOMATION
Connect and integrate to more than 7,000 apps and tools to automate tasks and key workflow.
CUSTODIAN
Automate & centralize the delivery of Schwab custodial documents directly into client Vaults.
CUSTODIAN
Automate & centralize the delivery of NBIN statements, tax slips, trade confirms to your clients.
PORTFOLIO MANAGEMENT
Connect and integrate multiple third-party tools and automate the delivery of performance reports.
REVENUE EXPENSE
Automate the delivery of advisor commission reports, fee-based report, and monthly statements.
PORTFOLIO MANAGEMENT
A seamless SSO experience from d1g1t to FutureVault + automate the delivery of reports.
E-SIGNATURE
Connect your Adobe Sign account to automatically file e-signed documents and create new Vaults.
PORTFOLIO MANAGEMENT
Automate the delivery of performance reports directly to Clients and for review.
DATABASE DIRECTORY
Connect Azure Active Directory and FutureVault to ensure new Vaults are created for all users.
FUTUREVAULT OPEN APIs
Build with Flexibility and Drive Efficiency with FutureVault APIs.
FutureVault is your firm's secure single source of truth for all enterprise, advisor, and client data, information, and documentation. Leverage our APIs to extract critical document data, scale workflow, and grow.
