Wednesday, February 23, 2022 #100282 Jason M from Aligned Capital Partners The FutureVault team is very responsive to any customer inquiries. They love to think outside the box and get feedback on how to make their product better. It's truly a collaborative experience leading to mutual success. Did you find this review helpful?
Friday, July 30, 2021 #96190 Christopher Enright from Aligned Capital Partners 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. Did you find this review helpful?
Friday, July 30, 2021 #96191 Daniel Farmer from FigTree Financial 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. Did you find this review helpful?
Friday, July 30, 2021 #96192 Jodi R. from Avaii Wealth Management 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. Did you find this review helpful?
Friday, July 30, 2021 #96193 Stephen Benson from ARCH Canada 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. Did you find this review helpful?