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™.
FutureVault’s Client Life Management Vault™ simplifies the digital lives of households, drives primary client relationships, and increases engagement with family members and the next generation.
Gain Mind Share and Deliver Generational Trust with Clients via the Client Life Management Vault™
Gain unique (and complete) line of sight across the Enterprise, Lines of Business, Advisors, and Clients to drive meaningful conversations and engage with clients at the right time.
Gain Enterprise-Wide Line of Sight and Drive Document Handling Workflow Efficiencies
AUM OF PARTNER FIRMS
CLIENT VAULT ACCOUNTS
PARTNER PROFESSIONALS
Scale compliance, operations, and client servicing 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.”
President & Managing Director, Aligned Capital Partners (CI Financial)
