Meet compliance & improve audit readiness today.

Significantly improve compliance standards across your organization and meet regulatory requirements with confidence by leveraging end-to-end encryption and best-in-class security tools.

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FutureVault InfoSec and Compliance Features
FutureVault InfoSec and Compliance Features

Vault Features to Improve Compliance & Audit Readiness

FutureVault Fiduciary Audit Trail

Fiduciary Audit Trail

FutureVault Bank Grade Security

Bank-Grade Security

FutureVault Trusted Advisor Permissioning

Trusted Advisor Permissioning

FutureVault Bulk Download

Bulk Download

FutureVault Digital Vault Platform - Fiduciary Audit Trail

FIDUCIARY AUDIT TRAIL

Track all user activity within the Vault.

From the moment a document is uploaded to when it is viewed, shared, or downloaded, all activity is recorded with the date, time, and who performed what activity, giving you a full, real-time view of everything happening to corporate, front office, and client documents. 

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FutureVault Digital Vault Platform - Fiduciary Audit Trail
FutureVault SOC 2 Type II
FutureVault SOC 2 Type II

BANK-GRADE SECURITY

Enjoy peace of mind with security you can trust.

Your information and documents are safe, secure, and automatically backed up. With bank-level security and compliance certifications, we'll make sure your Chief Compliance Officer gets the sleep they deserve.

  • SOC 2 Type II
  • PCI DSS
  • Advanced security features
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Security Overview >
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FutureVault Digital Vault Platform - Trusted Advisor Permissioning

TRUSTED ADVISOR PERMISSIONING

Delegate permissions to only those who need it.

Our patented Trusted Advisor permissioning model allows you to provide specific access to specific individuals (and organizations) who require access to information at all levels from head office to advisors to clients. 

  • Quickly provide Regulatory Agencies and Auditors with direct access to easily complete their data collection requirements.
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FutureVault Digital Vault Platform - Trusted Advisor Permissioning
Bulk Download
Bulk Download

BULK DOWNLOAD

Easily obtain all historical files with a simple click.

Quickly and easily download any and all corporate, advisor, and client documents (and associated audit trails) within Vaults for safe record-keeping to manage compliance requirements and fulfill audit needs.

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REQUEST TO LEARN MORE

Streamline your compliance and audit obligations today.

 

 

REQUEST TO LEARN MORE

Streamline your compliance and audit obligations today.

 

 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals Everywhere

Coinsquare and FutureVault
5/5

We wanted an effective way to share highly confidential client information to adequately meet out tax reporting obligations, and FutureVault went the extra mile to deliver exactly what we were looking for.

Natalie Hirsch

Vice President Operations, Coinsquare

Aligned Capital Partners - FutureVault
Coinsquare - FutureVault
Clarfeld Citizens Wealth - FutureVault
Bailard - FutureVault
Mandeville - FutureVault
NEO Stock Exchange - FutureVault