About FutureVault

FutureVault is the most innovative and advanced digital document vault solution for financial services and wealth management firms.

Deliver a unique digital client experience.

• Drive engagement with families (and the next generation) by making it easier than ever to store, access, and manage their life's most important documents.

Automate and improve eSignature workflows.

• Save significant back-office and admin costs by automating onboarding processes and automatically delivering (and filing) e-signed documents.

Meet books and records compliance.

• Improve recordkeeping governance, streamline audits, and confidently meet books and records regulation provisioned by the SEC, FINRA, IIROC, OSC, and more.

Securely exchange and receive documents.

• Request, receive, and exchange documents securely with head office, advisors, staff, clients, family members, regulators, and trusted collaborators.

Automatically deliver documents to clients.

• Automatically deliver monthly statements, onboarding documents, tax documents, quarterly reports, and other critical documents to your clients via APIs and SFTPs.

Reduce and eliminate paper(work).

• Spearhead your digital transformation initiative by digitizing document-driven processes to meet ESG compliance and eliminate paper(work) for good.