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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 Vault™.

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FutureVault

Create Client Vaults Automatically

Onboarding processes driven by DocuSign can automatically create new Vault accounts, making for a quick and smooth client experience.

Directly Deposit Documents

eSigned documents are automatically deposited directly into specified folders within Vault accounts. Users can easily find documents with search or browse features via web or mobile experience.

  • Securely connect your DocuSign Organization with your white label FutureVault Platform
  • Easily link DocuSign users with FutureVault users via custom workflow mapping
  • eSign documents or send documents for eSignature directly from your Vault account
  • Engage multiple internal or external parties in the eSignature workflow
  • Automatically deposit eSigned documents into one or many Vault accounts and specific folders
  • Maintain full fiduciary audit trail of eSigning process directly in your Vault account

Looking to go paperless from top to bottom, automate the delivery of documents to your clients, and meet compliance requirements? You came to the right place… we’re here to help.

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