Vault Platform

Vault Platform

Platform Overview

Platform Features

Personal Life Management Vault™

Security & Compliance

DocuSign Workflow

Integrations & Open APIs

Discover how organizations like CI Financial, Aligned Capital Partners, Bailard, Mandeville, and NBW Capital are transforming back and front office document handling workflows and driving more engagement between Advisors and Clients.

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Segments

For Broker-Dealers

For Advisory Firms & RIAs

For Family Offices

For Credit Unions

For Banks

Use Cases

Secure Document Delivery

Compliance & Audit Readiness

Automate Client Onboarding

Improve Corporate Governance

Eliminate Paper Costs & Processes
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Case Studies

Aligned Capital Partners

Improved operational efficiencies by 30% and reduced audit readiness cycles

Coinsquare

Securely delivered tax statements to 25,000+ users in less than 2 weeks
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What is a Digital Vault?
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PAPER RECORDS DIGITIZATION

Wave Goodbye 👋 to Paper.For Good.

Paperwork creates more work, headaches, and concerns. Our Digitization-as-a-Service offering takes physical paper records (including those old Bankers Boxes!) out of your office and puts them into the cloud.

Save time. Save money. Save space. Save the environment.

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FutureVault Digital Vault Platform - Organization and Structure

PAPER RECORDS DIGITIZATION BENEFITS

Game-Changing Benefits for Your Organization

Our Digitization service enables your organization to improve operational efficiencies, eliminate information security risks, meet digital transformation and ESG mandates, and stay ahead of the curve.

Eliminate on-site physical storage footprint
Reduce document management costs
Reduce professional time spent searching for documents
Significantly reduce risk of a data breach

Employ records management & compliance best-practices
Increase the value of your practice
Securely access digitized documents anytime, anywhere
Implement enterprise-grade technology

Digitize client records and share with end users on demand
Data redundancy through digitization
Drive revenue and retention through an innovative offering
Streamline compliance with instantaneous auditing of records

ELIMINATE PAPER

Convert Your Paper Records & Archives

Stop paying for expensive physical storage. Digitize all enterprise and legacy documents from your file room or storage site and automatically deposit them into your corporate Digital Vault.

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IMPROVE OPERATIONAL EFFICIENCIES

End-to-End Practice Digitization

Physical paper slows productivity and costs too much to store. Reduce risk, save money, increase efficiencies and properly secure your document assets now to increase the value of your practice for tomorrow.

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