The 6 most common challenges with respect to books and records compliance
SEC document retention compliance (Rule 17a-4(f) WORM storage requirement and Audit Trail)
The SEC's new Marketing Rule and the recordkeeping implications
SEC ruling around 3rd party vendor management due diligence
An intelligent and seamless way to track all document-driven activities
Protecting enterprise, advisor, and client documents in a secure and compliant environment

FutureVault is a market-leading provider of secure document vault and Personal Life Management Vault™ solutions offering an innovative, multi-tiered platform that enables firms, advisors, and clients/households to manage information better, together.

FutureVault's white-labeled web and mobile applications transform the way organizations manage, store, and deliver documents and statements, meet information security and compliance requirements, and drive material operational efficiencies across front, middle, and back-office functions through automated workflows and integrations.

FutureVault is recognized as a top 100 most innovative global WealthTech solution provider.

Interested in learning more?

Get A Personalized Demo

Request A Demo

FutureVault ACME Financial Digital Vault

ABOUT APPCROWN

AppCrown delivers managed turnkey industry integrations into any enterprise (cloud-based) CRM system. Today, AppCrown is the pioneer and leader for managed turnkey industry integrations into Salesforce Financial Services Cloud (“FSC”) for wealth management & banking.

AppCrown integrates brings Industry Data to customers; integrating a firm’s data that resides in multiple applications, from back office systems to downstream independent vendors, into a single industry Cloud.

For Financial Services Cloud, this means the ability to seamlessly integrate back office systems, planning software, portfolio accounting systems, and portfolio analytics systems into a central industry cloud CRM. The integration of an entire financial services industry, within 24hrs of purchasing AppCrown’s Industry Data.

Interested in learning more?

Get A Personalized Demo

Vault Platform

Segments

Use Cases

Resources

Case Studies

About FutureVault

SEC Books & Records and Document Management Compliance

AN EXCLUSIVE WEBINAR HOSTED BY

+

Topics

WEBINAR PANELISTS

Kristian Borghesan

Chief Marketing Officer (Moderator)

Daniel Kenny

Chief Executive Officer (Panelist)

Franklin Tsung

Growth Advisor (Panelist)

PLATFORM

SOLUTIONS

RESOURCES

GUIDES

COMPANY

CONTACT US