FutureVault
HQ Address
154 University Ave, Suit 601, Toronto, ON, M5H 3Y9, Canada
Website Address
Business introduction
Digital Vault Solutions for Future-ReadyFirms
Helping firms and advisors drivemore engagement and build deeper relationships with clients
Intelligent Digital Vault Solutions for Future-Ready Firms.
Transform your enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a centralized and secure single source of truth.
FutureVault is a market-leading provider of secure document exchange and Digital Vault solutions pioneering the Client Life Management Vault for financial services and wealth management enterprises and organizations. FutureVault’s innovative, multi-tiered platform enables institutions, 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.
FutureVault Solutions
Complete Practice Digitization
Significantly reduce the overhead costs and backend processing costs associated with paper by transforming manual, paper-driven processes into automated, secure, digital processes of the future....
business needs
view solutionCompliance and Audit Readiness
Signifigantly improve compliance across your organization with end-to-end encryption and best-in-class security tools, while reducing audit readiness cycles from 1 week to 1 day....
business needs
view solutionEnterprise Information Governance
Significantly improve corporate governance with a more secure, compliant, and efficient way to manage corporate records and information by easily organizing all front, middle, and back-office documents in one central location....
business needs
view solutionFutureVault for Advisors and RIAs
Build more trust with your organization, your advisors, and your clients by delivering important documents and information in the fastest, easiest, and most secure way....
business needs
view solutionFutureVault for Broker-Dealers
Build more trust with across your organization, with your advisors, and with your clients by delivering important documents and information in the fastest, easiest, and most secure way to materially augment front, middle, and back-office capabilities....
business needs
view solutionFutureVault for Credit Unions
FutureVault enables Credit Unions to deliver a best-in-class experience and build generational trust with members and their families by delivering important documents and information in the fastest, easiest, and most secure way....
business needs
view solutionFutureVault for Crypto Exchanges
FutureVault makes it easy for Crypto Exchanges to navigate compliance and reporting requirements by providing a secure and structured way to deliver key documents and statements....
business needs
view solutionFutureVault for Family Offices
Easily manage the unique and complex needs of your Family Office by providing a secure, organized, and collaborative way to share and manage important documents with Families and their Trusted Advisors....
business needs
view solutionFutureVault for Retail and Community Banks
Build generational trust with your clients and their families by delivering important documents and information in the fastest, easiest, and most secure way....
business needs
view solutionFutureVault for Stock Exchanges
Strengthen your relationships by streamlining workflows and securely delivering key documents in one centralized and convenient location....
business needs
view solutionSecure Document Delivery
We'll help your front and back offices save significant time and money by improving the way you're delivering monthly statements and important documents to your clients in a secure, easy-to-use Vault....
