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FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for modern financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vaultâ„¢.

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FutureVault

INTEGRATION OVERVIEW

Seamlessly Connect and Integrate Your Workflow to 7,000+ Tools and Applications

Scale back, middle, and front office workflow, and improve your advisor and client experiences by leveraging FutureVault's best-of-breed integrations and Open APIs.

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FutureVault Integrations and Open APIs

CONNECT. AUTOMATE. GROW.

Featured FutureVault Integrations

WORKFLOW AUTOMATION

FutureVault Partner Zapier (New) - Navy

Connect and integrate to more than 7,000 apps and tools to automate tasks and key workflow.

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CRM

Salesforce Logo

Seamlessly access FutureVault from within Salesforce and push Vault activity to your CRM.

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E-SIGNATURE

DocuSign Logo

Connect your DocuSign account to automatically file e-signed documents and create new Vaults.

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DATA AGGREGATOR

FutureVault Partner AppCrown - Navy

Connect and integrate custodial data, information, and documents into Salesforce.

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CUSTODIAN

NBIN Logo

Automate & centralize the delivery of NBIN statements, tax slips, trade confirms to your clients.

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PORTFOLIO MANAGEMENT

NDEX Systems Logo

Connect and integrate multiple third-party tools and automate the delivery of performance reports.

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REVENUE EXPENSE

PureFacts Logo

Automate the delivery of advisor commission reports, fee-based report, and monthly statements.

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PORTFOLIO MANAGEMENT

d1g1t Logo

A seamless SSO experience from d1g1t to FutureVault + automate the delivery of reports.

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PORTFOLIO MANAGEMENT

Zephyr

A powerful integration built specifically for wealth managers, client-facing teams, and clients

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E-SIGNATURE

Adobe Sign Logo

Connect your Adobe Sign account to automatically file e-signed documents and create new Vaults.

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PORTFOLIO MANAGEMENT

Infinite Investment Systems Logo

Automate the delivery of performance reports directly to Clients and for review.

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DATABASE DIRECTORY

Azure Active Directory Logo - Colour

Connect Azure Active Directory and FutureVault to ensure new Vaults are created for all users.

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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.

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Create New Vaults

Create New Vaults

Create New Folders

Create New Entities

Upload Files

Retrieve Files

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