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 Vault™.
With the Personal Life Management Vault™, you can deliver the ultimate client experience, driving more engagement with households and building generational trust.
Make it easy for your clients to manage their personal, business, and financial information, data, and documents within a secure single-source-of-truth.
Protect and safeguard important documents, data & information in one bank-grade secure location across multiple entities, geographies, and generations.
MYour clients (and family members) can access critical information and documents anytime, anywhere, 24-7 on their desktop, tablet, or mobile devices.
Equip your clients with the ability to add multiple family members (spouses, parents, children) via entities to effectively manage their life’s most important documents.
Our clients are not only uploading essential documents but also organizing their financial planning items, taxes, insurance, legal and more.
Jodi R., Wealth Advisory Operations Management
Trusted Advisors (Collaborators) can easily (and securely) upload, access, and manage documents, folders, or sub-folders. Trusted Advisors can be family members, accountants, lawyers, external planners, and more.
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Effectively filter and dynamically view documentation, data, and information in real-time associated with the Entities created and managed by your clients.
Using Optical Character Recognition (OCR) to identify the type of document uploaded, the vault will suggest where to file it. This allows full text search throughout all documents and images, freeing up valuable time
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Deliver the most advanced, intelligent, and secure personal life management and digital vault solution to the households and clients you work closely with.
The Personal Life Management Vault™ creates massive opportunities for future-ready firms looking to build meaningful engagement with existing clients, deliver more value to the entire household, and engage with the next generation.
Improve your competitive advantage by delivering the most unique and personalized client experience that eliminates multiple logins for your clients.
With document workflow automation and Open APIs, your firm will gain a massive ROI by improving front and back-office operational and compliance efficiencies.
Protect and safeguard important documents, data & information in one bank-grade secure location across multiple entities, geographies, and generations.
Win the hearts and minds of your clients and their family members (including their next gen) by delivering a fully branded, white-labeled experience.
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CLIENT VAULT ACCOUNTS
PARTNER PROFESSIONALS
Scale compliance, operations, and deliver a new value paradigm with FutureVault
“The Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve compliance. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.”
Executive Vice President, Co-Head of Wealth Canada (CI Financial Corp.)
