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FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vault™.
FOR FAMILY OFFICES
AI-Powered Digital Vaults for Family Offices of the Future .
Harness the power of AI with the privacy, security, and efficiency of a Family-Centric Digital Vault. With FutureVault, your SFO and MFO can deliver a new relationship paradigm to become the most Trusted Advisor for the families you work with.
Deliver more engagement more efficiency more value and build deeper relationships.
PROUD TO SERVE
THE GOLDEN SOURCE FOR FAMILY OFFICES + UHNW FAMILIES
FutureVault is the Single Source of Truth for Family Offices and UHNW Families
FUTUREVAULT PLATFORM PILLARS
Scale your Family Office service model while improving the way documents (and their data) are delivered, stored, accessed, and managed by harnessing the POWER OF AI with the security, privacy, and efficiency of a Digital Vault
INTELLIGENCE
AI-Powered Vaults
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
COLLABORATION
Drive More Engagement
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™
AUTOMATION
Streamline Operations
Automate, aggregate, and centralize investment, financial, business, and personal documents across multiple Entities, Geographies, and Family Members.
Deliver 100,000+ documents with FutureVault
SECURITY
Deliver Peace of Mind
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
STRUCTURE
Drive More Engagement
Improve operational efficiency by standardizing document handling across your Family Office with Staff, Family Members and Trusted Partners.
Secure and compliant document handling
INTEGRATION
Connect to 7,000+ Applications
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
FEATURED PLATFORM CAPABILITIES
Innovative capabilities and features for Family Offices and UHNW Families
BY THE NUMBERS
Committed to helping great organizations do more .
$800B+
AUM OF PARTNER FIRMS
350,000+
CLIENT VAULT ACCOUNTS
6,000+
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.”
Christopher Enright
President & Managing Director, Aligned Capital Partners (CI Financial)
