FutureVault is a market-leading provider of secure document exchange and Personal Life Management Digital Vault solutions purposely built for the financial services and wealth management industries. FutureVault’s innovative, multi-tiered platform enables firms, advisors, and clients/households to manage information better, together. FutureVault offers a powerful white label solution that transforms the way organizations manage, store, and deliver documents and statements, meet information security and compliance requirements, and drive material operational efficiencies across front, middle, and back-office functions through automated workflows and integrations. FutureVault is recognized as a top 100 most innovative global WealthTech solution provider. Visit futurevault.com to learn more.

Securely deliver documents and files in bulk: Can you imagine having to manually send important files and documents to hundreds or even thousands of clients or members? Neither can we. With FuturueVault, we give you days and weeks of your time back by enabling you to automatically (and securely) deliver important documents and files to your administrative staff, advisors and managers, and clients or members in seconds.

Streamline onboarding and collaboration: Our unique integration with DocuSign has been labeled as “one of the most innovative workflows” the DocuSign team has ever seen. The instant a new client (or member) account is opened at an institution, a branded FutureVault account is automatically created, and documents are automatically deposited into new client vaults. All DocuSign-generated documents can be automatically deposited into client vaults as well as monthly statements, year-end tax summaries, KYC documents, and more.

Manage multiple stakeholders like never before: Our multi-tiered platform enables institutions to manage and collaborate with various stakeholders at all levels from the head office to advisors to clients, and back.

Satisfy and meet compliance requirements with confidence: You can provide your organization and clients with a platform that comes equipped with best-in-class, bank-grade security protocols and understands your compliance requirements. FutureVault’s activity log and fiduciary audit trail allow you to track all client activity in perpetuity. Our unique permission capabilities allow institutions and advisors to provide auditors with access to statements, files, and audit trails. Our platform was built to help all types of institutions, firms, and organizations meet data residency and document retention requirements from the SEC, FINRA, IIROC, and more.

Digitization-as-a-Service: Feeling overwhelmed and like you’re stuck in the ’90s with historic paper archives and paper-driven processes? We can help. We’ve partnered with Iron Mountain, the global leader in storage and information management services, we deliver a suite of digitization offerings to help you improve your overall efficiency and day-to-day workflow.

Additional key features and offerings: White-label & co-branding, structured file and document organization, bulk upload & download, secure document delivery, notifications, and reminders, open & custom integrations, digital signatures, audit trail & activity log, multi-user permissions, dynamic checklists for various business workflows, multi-tiered environment across several stakeholders.

FutureVault’s Digital Vault Platform is trusted by dozens of financial services institutions and enterprise organizations everywhere.