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™.
Summarize documents, extract critical data, drive actionable insights by leveraging document-driven data to augment the family life management process.
Augment your AI Strategy with FutureVault
With FutureVault's patented Trusted Advisor permissioning model you can connect and collaborate with lawyers, brokers, accountants, and family members like never before.
Experience the Client Life Management Vault™
Automate, aggregate, and centralize investment, financial, business, and personal documents across multiple Entities, Geographies, and Family Members.
Deliver 100,000+ documents with FutureVault
Protect and safeguard critical information, data, and documents via bank-grade encryption, secure access controls, and compliance audit trails.
SOC 2 Type II and PCI DSS compliant
Improve operational efficiency by standardizing document handling across your Family Office with Staff, Family Members and Trusted Partners.
Secure and compliant document handling
Scale workflow, gain massive time savings, and improve your client experience by leveraging best-of-breed integrations and FutureVault's Zapier connection.
FutureVault APIs are available on-demand
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)
