- Meet FINRA/SEC/IIROC requirements
- Save 30% in back-office and administrative costs
- Deliver an enhanced Advisor-Client experience
- Secure single source of truth
- Digital audit trail of activities
- Automate delivery of advisor & client statements
- Fully white-labelled & customized branding
- PCI DSS & SOC 2 Type II compliant
- Secure & automated document distribution
- Standardize document collection via checklists
- Leverage integrations & eSignature workflows
- Provide trusted third-parties with secure access
- Easily (and securely) search, find, share documents
- Provide secure access to Trusted Advisors
- Manage all personal, financial, legal documents
- White Label Platform
- Automated eSignature Workflows
- Secure Document Distribution
- Custom Document Checklists
- Structured Organization
- Document Notifications & Reminders
- Audit Trail & User Activity Log
- Multi-Tiered Platform Access
- Bulk Upload & Download
- Open APIs & Custom Integrations
- Trusted Advisor Permissions
- Bank-Grade Encryption
5/5
The Aligned 360 Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve the robustness of their compliance regimes. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.
5/5
FutureVault has allowed us to transform our paper-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.
