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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Solutions

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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FutureVault Blog

Client Testimonials

Solution Overviews

FAQs

Free Platform Trial

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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About FutureVault

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What is a Digital Vault?
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PLATFORM OVERVIEW

Award-Winning Digital Document Vault Platform

From the enterprise and back office to your front office and advisors through to your clients and their family members, FutureVault is the most innovative and advanced digital document vault solution for financial services and wealth management firms.

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Collaborate Securely with Trusted Advisors

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Manage Your Documents With Ease

FutureVault's white-labeled Digital Vault Platform provides organizations with an enterprise document management solution to securely manage document collaboration across the organization and with clients.

Secure Document Management

Securely deliver, store, and manage important documents and files across your organization and with your clients.

Intelligent & Intuitive Organization

Create the structure and organization you need to manage important documents across multiple entities.

Best-in-Class Security & Protection

Keep documents safe with world-class security standards and tools to meet your compliance requirements.

Multi-Tiered
Collaboration

Easily manage documents across your organization, with your clients, and with their network of Trusted Advisors.

White Label Branded Platform

Provide advisors and clients with a secure, white-labeled platform for a seamless brand experience.

Digitization-as-a-Service (DaaS)

Go paperless by digitizing legacy documents and depositing them directly into your Digital Vault.

ENTERPRISE VAULTS

Built for Your Enterprise & Back Office

Grow & Scale with Technology

Industry-leading technology improving the way you manage your documents and information, at scale.

Grow & Scale with Technology

Industry-leading technology improving the way you manage your documents and information, at scale.

Multi-Tiered Collaboration

Easily improve document collaboration across your organization and with clients through tiered permissioning.

Multi-Tiered Collaboration

Easily improve document collaboration across your organization and with clients through tiered permissioning.

Integrate Your Existing Platforms

FutureVault’s APIs and integration points improve your document management and workflow processes.

Integrate Your Existing Platforms

FutureVault’s APIs and integration points improve your document management and workflow processes.

Protect Your Organization

Leverage our secure private cloud platform to protect your information and meet your compliance requirements.

Protect Your Organization

Leverage our secure private cloud platform to protect your information and meet your compliance requirements.

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PROFESSIONAL VAULTS

Built for Your Advisors & Front Office

Acquire Clients & Grow Your Practice

Improve your onboarding process and grow your practice by leveraging our document management tools.

Acquire Clients & Grow Your Practice

Improve your onboarding process and grow your practice by leveraging our document management tools.

Engage & Retain Your Clients

Significantly improve the way both you and your clients manage their information and important documents, together.

Engage & Retain Your Clients

Significantly improve the way both you and your clients manage their information and important documents, together.

Save Time, Money & Resources

Reduce printing, mailing & storage costs. Free upfront and back-office FTE capacity. Reduce non-revenue generating client requests and tasks.

Save Time, Money & Resources

Reduce printing, mailing & storage costs. Free upfront and back-office FTE capacity. Reduce non-revenue generating client requests and tasks.

Security & Compliance First

Manage risk and compliance requirements with end-to-end encryption and best-in-class security tools. Track all Vault activity with a transparent fiduciary audit trail.

Security & Compliance First

Manage risk and compliance requirements with end-to-end encryption and best-in-class security tools. Track all Vault activity with a transparent fiduciary audit trail.

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CLIENT VAULTS

Built for Your Clients & Members

Saving Time, Effort & Money

Your clients and members easily save time, effort, and money by managing their key documents in one place with convenient anytime, anywhere access.

Saving Time, Effort & Money

Your clients and members easily save time, effort, and money by managing their key documents in one place with convenient anytime, anywhere access.

Organizing Their Digital Life

Provide your clients with the organization and structure they need to manage key documents and information.

Organizing Their Digital Life

Provide your clients with the organization and structure they need to manage key documents and information.

Keeping Their Information Safe

Empower your clients to safely keep their most important documents, assets, and information in an encrypted private cloud with bank-grade security.

Keeping Their Information Safe

Empower your clients to safely keep their most important documents, assets and information in an encrypted private cloud with bank-grade security.

Collaborating Seamlessly

Make it easy for your clients to securely share documents with family, Trusted Advisors and your organization.

Collaborating Seamlessly

Make it easy for your clients to securely share documents with family, Trusted Advisors and your organization.

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Advanced Features To Manage Your Workflow

Equip your firm with the advanced tools and features to improve the way information, data, and documents are shared, accessed, and managed across the enterprise, with advisors, and with your clients and their family members.