0
%
of professionals use email to collaborate on key documents.
0
%
of all documents get organized incorrectly and get misfiled.
0
%
of all emails sent never end up reaching your clients’ inbox.
0
%
of a professional time is spent looking for key information.
0
%
of all documents go missing and cannot be retrieved.
$
0
is the average cost to replace and reproduce one piece of missing file.
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.
