ATTRACT & RETAIN CLIENTS

Transform client onboarding into your advantage.

Save significant time and money, and deliver an enhanced digital client experience by automating and improving new client onboarding with integrations, advanced features, and data imports.

Request A Demo
Watch Case Study
Request A Demo
Watch Case Study
Collaborate Securely with Trusted Advisors
Collaborate Securely with Trusted Advisors

Vault Features to Improve Client Onboarding

FutureVault DocuSign Integration and Workflows

E-Signature Workflows

FutureVault Distributed Documents

Direct Document Distribution

FutureVault Dynamic Checklists

Dynamic Checklists

FutureVault Document Ingestion

Document Ingestion

DocuSign Connect With FutureVault - Integration

E-SIGNATURE WORKFLOWS

Automate new client processing.

Our integrations with solutions like DocuSign and Mako streamline and automate the manual and paper-driven processes involved in account openings, KYC, account transfers, and more. 

  • Automatically create new client Vaults
  • Automatically deposit and store documents
  • Reduce manual back-end processing times
Request A Demo
DocuSign Integration >
Request A Demo
DocuSign Integration >
DocuSign Connect With FutureVault - Integration
FutureVault Digital Vault Platform - Distributing Documents
FutureVault Digital Vault Platform - Distributing Documents

DIRECT DOCUMENT DISTRIBUTION

Easily distribute client resources.

Our advanced document distribution tools make it easier than ever to share documents with new and existing clients in seconds. Easily pre-populate client Vaults with the materials and resources they need for a smooth onboarding experience.

Request A Demo
Request A Demo
Custom Checklists - Client Onboarding

DOCUMENT CHECKLISTS

Easily gather information and documents.

Significantly streamline the way you're collecting client information and required documents by building custom checklists for new and existing clients.

  • Create standardized checklists for your organization
  • Track checklist completion progress
  • Reduce time spent collecting information and documents
Request A Demo
Request A Demo
Custom Checklists - Client Onboarding
Direct Document Ingestion
Direct Document Ingestion

DOCUMENT INGESTION

The simplest way to upload documents.

Strengthen advisor-client relationships by allowing your clients to easily add important files and documents to their Vaults by utilizing tools such as Drag/Drop, Upload, and Inbound Email Ingestion.

Request A Demo
Request A Demo

REQUEST TO LEARN MORE

Improve & automate your client onboarding experience today.

 

 

REQUEST TO LEARN MORE

Improve & automate your client onboarding experience today.

 

 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals Everywhere

Aligned Capital Partners - FutureVault
Bailard - FutureVault
BlueShore Financial
Clarfeld Citizens Wealth - FutureVault
Mandeville - FutureVault
Newport Private Wealth - FutureVault
NEO Stock Exchange - FutureVault
Figtree Financial
SRG Financial Advisors - FutureVault
Coinsquare - FutureVault
NBW Capital LLC
BT Family Office logo
Avaii Wealth Management
5/5

We were excited that FutureVault offered a highly customizable taxonomy as well as guidance to create the digital ecosystem that fits our firm. Our clients are not only uploading essential documents but also organizing their financial planning items, taxes, insurance, legal and more.

Jodi R.

Wealth Advisory Operations, Avaii Wealth Management