FutureVault

FutureVault

4 Reviews

What is FutureVault?

FutureVault is an industry-leading provider of secure, cloud-based document management solutions that helps organizations, and their clients manage information better, together. Our white-labeled Digital Vault Platform improves the distribution and collaboration of important documents while allowing end clients to securely store and manage their most important business and personal information.

Manage and deliver key documents with ease:

Securely request, receive, and store key documents and important files—of any size. Whether on a 1-to-1 or 1-to-many basis or many-to-1 basis, our unique document distribution tools make it quick and easy to deliver key documents across your organization and to your clients.

Collaborate with multiple stakeholders like never before:

Our multi-tiered platform enables institutions to manage documents and collaborate on different organizational levels from the head office to advisors and business managers to clients, and back.

Proprietary Trusted Advisor permissioning allows your clients to collaborate with and share important documents with their accountants, lawyers, wealth managers, and more.

Dynamic Checklists significantly improve the way you collect documents and information by allowing your clients to upload, download, share and digitally sign important documents with simple and collaborative workflows.

Our unique integration with DocuSign streamlines client onboarding and collaboration with e-Signatures and automated workflows.

Manage risk and compliance requirements with ease:

Provide your organization and clients with a platform that comes equipped with best-in-class, bank-grade security protocols and compliance tools. FutureVault’s activity log and fiduciary audit trail allows you to track all Vault and client activity in perpetuity. Through our unique permissioning capabilities, institutions and advisors can easily provide auditors with access to statements, files, and activity logs.

Digitization-as-a-Service:

We’ve partnered with global leaders in innovative storage and information management services to take paper out of your office and put it in the cloud. Reduce risk, save money, increase efficiencies and properly secure your document assets now to increase the value of your practice for tomorrow.

Serchen Index

59.00
32
Employees
4
Reviews
454
Followers
146
Likes

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FutureVault Reviews

5.0

Excellent!

4 Reviews

Last reviewed on
30 July 2021

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Friday, July 30, 2021

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.

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Friday, July 30, 2021

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.

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Friday, July 30, 2021

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

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Friday, July 30, 2021

The ability to easily share and deposit documents with our clients directly in their vaults, in bulk, with the click of a few buttons is a complete game-changer for our internal workflows. By being able to securely distribute documents in bulk, we can focus more of our time on what actually matters.

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