FutureVault's industry leading branded Digital Vault Platform allows organizations and clients to share and take care of important documents. Together.

Simplifying the way organizations and clients safely store, organize, and collaborate around business, financial, and legal documents.

Finally. An enterprise document management platform built to securely connect businesses to clients in times of social distancing and remote work. From the enterprise to staff to the client and back. FutureVault has your back.

Launch a fully branded, configurable and integrated document management portal for your team and your clients to continue collaborating over important financial decisions remotely, efficiently and securely.

Key Features

  • E-delivery of documents and DocuSign integration
  • A Dynamic Checklist feature that improves the advisor-client workflow around specific business outcomes, including financial planning, estate planning, wills, etc.
  • Effective security auditing with fiduciary audit trails
  • Optical Character Recognition (OCR) with smart-filing technology
  • Real-time notifications ensuring timely response for critical dates
  • Open Integrations with ERPs, CRMs, and ECMs
  • Bank-grade security with end-to-end encryption on all data
  • Permissioned access with external Trusted Advisors


FutureVault for Business - https://vimeo.com/375997035
VaultHolder overview - https://vimeo.com/361336017



Customer Testimonials

"Client-experience and security have always been of utmost importance to us at FigTree Financial," said Daniel Farmer, Chairman & CEO FigTree Financial. "What FutureVault has built has allowed us to transform our paper-based processes and significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk."

About the partner 

Our information is everywhere - on home and work computers, old hard drives in the basement, on Dropbox, Google Drive, in our Outlook clients, Gmail, Yahoo Mail, and Hotmail. We wanted to help organizations save time and money, add value, and stay better connected to their clients, members, staff, or students. We also wanted to help end-users get securely organized and have peace of mind knowing all their essential information is stored all in one place - a secure digital vault built on our advanced document management platform.

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