IN THE NEWS

Featured Mentions, Interviews & News

Wealth Professional Awards

MARCH 25, 2024

FutureVault Named 2024 Excellence Awardee by WP Canada

The Customer Wins with Richard Walker

MARCH 20, 2024

Streamlining Document Processes with Digital Vaults

FoundersPress Feature of FutureVault

MARCH 19, 2024

FutureVault Named Top 100 Company to Watch in 2024

FoundersBeta Top 100 Companies to Watch 2024 - FutureVault

FEBRUARY 29, 2024

FutureVault Named Top 100 Company to Watch in 2024

Financial Advisor Magazine - FutureVault Feature

JANUARY 22, 2024

Client Life Management--Engagement As Business Alpha

Nasdaq Feature of FutureVault

JANUARY 22, 2024

Client Life Management: Engagement as Business Alpha

Advisorpedia Feature of FutureVault

JANUARY 22, 2024

Client Life Management: Engagement as Business Alpha

Milemarker Podcast - The Connected Advisor

JANUARY 02, 2024

How User Experience Reshapes the Future of Wealth Management with Clifton Schaller

Financial Advisor Magazine - FutureVault Feature

OCTOBER 31, 2023

Unpacking Best-of-Breed AdvisorTech Solutions

Nasdaq Feature of FutureVault

OCTOBER 31, 2023

Unpacking Best-of-Breed AdvisorTech Solutions

SEPTEMBER 22, 2023

Adjusted for Risk: How Digital Vaults Can Help Solve Some of the Biggest Challenges Advisors Face Today

FoundersBeta Feature of FutureVault

SEPTEMBER 20, 2023

Massive Rise in Fintech: Top 17 Fastest Growing Fintech Companies

Zephyr Feature of FutureVault

SEPTEMBER 18, 2023

How Digital Vaults Can Help Solve Some of the Biggest Challenges Advisors Face Today (Zephyr's Adjusted for Risk Podcast)

OLM Feature of FutureVault

JULY 31, 2023

Ontario's Fastest Growing Industries

Reach Stack Feature of FutureVault

JULY 19, 2023

Financial Education – How Advisors win the great Wealth Transfer

Canadian Family Offices Feature of FutureVault

MAY 31, 2023

Four Made-in-Canada Tools for the Growing Family Office

Global Village Feature of FutureVault

MAY 15, 2023

FutureVault Believes That INFORMATION IS AN ASSET CLASS And Should Be Treated As Such

Envestnet Yodlee Feature of FutureVault

APRIL 04, 2023

FutureVault Partners with Envestnet | Yodlee to Augment and Enhance its Digital "Personal Life Management" Experience

Wealth Advisor Feature of FutureVault

JANUARY 25, 2023

How Wealth Management Firms Can Create the Ultimate Experience with Best-of-Breed Technology

Wealth Professional Canada Feature of FutureVault

DECEMBER 09, 2022

Why Information Should be Treated as an Asset Class

Financial Advisor Magazine - FutureVault Feature

DECEMBER 09, 2022

A FinTech CMO's Recap Of Schwab IMPACT 2022

Wealth Professional Canada 5-Star Wealth Feature of FutureVault

SEPTEMBER 26, 2022

5-Star Wealth Technology Providers 2022

Seeking Alpha Feature of FutureVault

SEPTEMBER 06, 2022

How Digital Vaults Can Transform a Financial Services Business

Wealth Professional Canada Feature of FutureVault

SEPTEMBER 06, 2022

Why Integration Should Matter for Tech-Focused Wealth Firms

Nasdaq Feature of FutureVault

SEPTEMBER 06, 2022

How Digital Vaults Can Transform a Financial Services Business

North Carolina Bar Association Feature of FutureVault

AUGUST 02, 2022

Client Service – Alternatives to Keeping Original Documents

ThinkAdvisor Feature of FutureVault

AUGUST 01, 2022

The Next Fintech Movement Coming to America (by Tim Welsh)

BCG Feature of FutureVault

JUNE 024, 2022

Document Retention Policies Post-Pandemic- Is it Time to Rethink Yours?

Advisorpedia Feature of FutureVault

JUNE 03, 2022

The Future of Document Management with FutureVault

JUNE 01, 2022

WealthManagement.com Announces 2022 'Wealthies' Finalists

WealthTender Innovator to Watch - FutureVault

MAY 28, 2022

Get to Know FutureVault, a Wealthtech Innovator to Watch

Advisorpedia Feature of FutureVault

MAY 16, 2022

Make Your Clients the Hero of the Story with Kristian Borghesan (Power Your Advice Podcast)

ProudMouth Fintech Mini-Series Feature of FutureVault

APRIL 26, 2022

Fintech Mini-Series: How Digital Vaults Enhance Your Value Proposition With G. Scott Paterson (Ep. 358)

Fintech Global Feature of FutureVault

APRIL 20, 2022

FutureVault Receives Recognition as Top 100 Most Innovative WealthTech Provider

Wealthtech Provider of the Year Feature of FutureVault

APRIL 05, 2022

FutureVault Named Excellence Awardee for WealthTech Provider of the Year

Wealth Professional Canada Feature of FutureVault

MARCH 31, 2022

Behind FutureVault and d1g1t’s Seamless Partnership

Yahoo Finance Feature of FutureVault

MARCH 31, 2022

FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements

Wealth Professional Canada Feature of FutureVault

MARCH 18, 2022

FutureVault and d1g1t Ink Strategic Partnership

Wealth Professional Canada Feature of FutureVault

FEBRUARY 02, 2022

Elevating an Overlooked Area in the WealthTech Space

The Next 100 Global Awards 2021 Feature of FutureVault

DECEMBER 02, 2021

FutureVault Awarded 'The Next 100 Global Awards 2021 - Technology'

Around the Coin Feature of FutureVault

NOVEMBER 09, 2021

Episode 290: G. Scott Paterson, Executive Chairman of FutureVault

The Next 100 Global Awards 2021 Feature of FutureVault

SEPTEMBER 14, 2021

Digital Vault Market size to increase at a Sustainable Growth Rate during the Forecast Period

Best Startup Feature of FutureVault

AUGUST 07, 2021

The Top Document Management Startups and Companies in Canada

Wealth Professional Canada Feature of FutureVault

JULY 22, 2021

How the Wealth Industry is Navigating the Back-to-Office Transition

Best Startup Feature of FutureVault

JUNE 19, 2021

101 Top SaaS Startups and Companies in Toronto (2021)

Investor Intel Feature of FutureVault

MAY 14, 2021

FutureVault’s John Shackleton on the Importance of Information Security in Financial Services

Bloomberg Feature of FutureVault

MAY 05, 2021

Former OpenTest CEO is Leading FutureVault as Interim CEO, Sees Growing Demand for Digital Vaults

Blocks & Files Feature of FutureVault

APRIL 30, 2021

Your Occasional Storage Digest with FutureVault, StorONE, Qumulo, WekaIO and Egnyte

Yahoo Finance Feature of FutureVault

APRIL 11, 2021

Hackers Are Tricking Kids Into Installing Malicious Apps - Here's How to Keep Your Family Safe

IDG Feature of FutureVault

DECEMBER 30, 2020

Secret CSO: Nevin Markwart, FutureVault Inc.

the deep dive Feature of FutureVault

DECEMBER 19, 2020

Is The Stock Market Too Frothy? – The Daily Dive feat G. Scott Paterson of QYOU Media

New York Post Feature of FutureVault

DECEMBER 19, 2020

Is Online Shopping Safe? 3 Steps for a Secure Checkout

Global News Feature of FutureVault

DECEMBER 05, 2020

Cybersecurity Tips: How to Stay Safe and Secure Online?

Cyber Defense Magazine Feature of FutureVault

DECEMBER 02, 2020

How to Keep Your Children Safe in Remote Learning Situations

Tech Times Feature of FutureVault

NOVEMBER 27, 2020

Tech Exec Shares Tips for Safe Online Shopping for the Holidays

San Diego Feature of FutureVault

NOVEMBER 17, 2020

Best Ways to Protect Yourself and Children Against Hackers

Yahoo Finance Feature of FutureVault

NOVEMBER 17, 2020

Hackers Are Tricking Kids Into Installing Malicious Apps - Here's How to Keep Your Family Safe

Canada's Podcast Feature of FutureVault

NOVEMBER 11, 2020

G. Scott Paterson, Toronto-based Technology and Media Venture Capitalist

Ann Arbor Family Feature of FutureVault

NOVEMBER 09, 2020

How to Keep Your Children Safe in a Remote Learning Environment

NHL - Nevin Markwart

OCTOBER 20, 2020

Five Questions with Former Boston Bruin Nevin Markwart

Iron Mountain Collab with FutureVault

SEPTEMBER 21, 2020

FutureVault Collaboration With Iron Mountain Looks to Bring Disruptive Change for Investment Firms

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Proud to partner with firms that trust us.

Trusted by thousands of professionals and hundreds of thousands of clients at well-known and reputable firms.

Aligned Capital Partners - FutureVault
Clarfeld Citizens Wealth - FutureVault
Newport Private Wealth - FutureVault
NEO Stock Exchange - FutureVault
Mandeville - FutureVault
Figtree Financial
SRG Financial Advisors - FutureVault
Coinsquare - FutureVault
Bailard - FutureVault
NBW Capital LLC
BT Family Office logo

Frequently Asked Questions

What is a Digital Vault?

A Digital Vault is the virtual equivalent of a safety deposit box to store critical documents, data, and information. Digital Vaults are quickly becoming a must-have technology in equipping institutions, firms, and professionals with structure, security, and efficiency to streamline and automate document-driven processes, and deliver tremendous value to clients.

Is FutureVault secure and compliant?

FutureVault adheres to world-class cybersecurity protocols, including bank-grade encryption in-transit and at-rest. We proudly maintain SOC 2 Type II and PCI DSS certifications, giving your organization peace of mind in knowing that your enterprise, advisor, and client data and documents are kept safe and secure.

What types of organizations and firms do you work with?

FutureVault is recognized as an industry leader in the financial services and wealth management industry. We proudly work with Broker-Dealers, independent advisory firms and Registered Investment Advisors (RIAs), Single and Multi-Family Offices, Insurance Distributors, Accounting Firms, Credit Unions, and Banks.

Can FutureVault automate the delivery of critical documents?

FutureVault can provide massive admin, back-office, and front-office efficiency by automating the secure delivery of critical documents including client statements, account opening documentation, tax documents, portfolio-related reports, and more via tight integration, Open APIs, and secure bulk uploads. 

Can this be used as a client portfal?

Yes, FutureVault can be delivered as a stand-alone client portal to manage and access client information and documents. Our platform can also be tightly integrated into your existing advisor and client portals via Single-Sign-On (SSO) integration.

Do you have public APIs?

FutureVault has public RESTful APIs that can be accessed and consumed upon request. We can provide your technical resources with FutureVault for Developers access, API documentation (including postman collections), and a developer sandbox portal to test and experiment APIs before publishing.