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FutureVault
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AI-Powered Digital Vaults for Future-Ready Firms
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FutureVault - 2026 Pricing, Features, Reviews & Alternatives
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FutureVault overview
What is FutureVault?
FutureVault is pioneering the Client Life Management Vault™, providing an AI-powered Digital Vault Platform-as-a-Service driving Intelligent Document Processing for financial institutions, wealth enterprises, advisors, their clients as well as management, operations, and compliance executives. FutureVault redefines how utilizing documentation and its embedded data via our Digital Vault platform is transforming enterprise workflow and the Advisor/Client relationship.
FutureVault automates, aggregates, and centralizes client, advisor, and enterprise documentation (and data embedded within documentation) via bi-directional integrations and connections with other wealth tech providers. Data is extracted from documents in real time by leveraging private LLMs and OCR technology, where it is then accessible and utilized across the enterprise for various workflow and use cases, including sending critical document-data to an enterprise CRM or other databases. Our patented collaboration paradigm optimizes outcomes with trusted internal and external parties.
FutureVault is certified as SOC 2 Type II and PCI DSS compliant and recognized as a 5-star WealthTech provider and a Top 100 Global WealthTech Innovator.
FutureVault’s Digital Vault and Intelligent Document Processing Platform helps enterprise firms and institutions overcome document handling workflow and regulatory challenges while delivering a new relationship paradigm to Advisors and Clients with the following Platform capabilities and products:
AI and Data Extraction ➜ Harness the power of AI and private LLMs to summarize documents, drive actionable insights, and extract critical data to power your workflow and enterprise-wide intelligence.
Document Automation & Aggregation ➜ Automate, aggregate, and centralize Client, Advisor, and Enterprise documents (and their data) within a secure single source of truth. We leverage APIs and SFTP Bulk Uploads to ingest millions of documents (tax packages, tax slips, monthly statements, onboarding documents, financial plans, estate plans, trust documentations, etc)
Enterprise Line of Sight & Dashboarding ➜ Gain actionable insights and enterprise-wide line of sight across your Lines of Business and Advisor-Client relationships.
Advisor and Client Life Management Vaults ➜ Deliver more enterprise value with a unique digital experience that drives collaboration and engagement with clients, their next gen, and trusted third-parties.
Secure Document Exchange Functionality ➜ Securely request, receive, distribute, and exchange critical documents across your organization and with clients.
Information Security & Regulatory Oversight ➜ Improve enterprise-wide data security via bank-grade encryption while meeting regulatory data and document retention requirements.
FutureVault is SOC 2 Type II and PCI DSS compliant.
Key benefits of using FutureVault
Firstly, our platform delivers a personalized, enhanced, and unique digital client experience for the clients (and family members) of wealth managers and firms in a number of different ways. We have pioneered the Personal Life Management Vault™, which ultimately provides clients the efficiency of a personal life organizer combined with the peace of mind knowing their information and documents are kept safe and secure. The Personal Life Management Vault™ also equips firms and advisors with tools and capabilities to engage with and deliver value to the next generation, a critical area of focus across the industry.
In addition to delivering massive value to clients and the next generation of investors and clients, our product delivers significant value in two other critical areas.
Operational efficiencies and operating capabilities, by streamling the current document management, workflow, and exchange process that saves firms and their advisors 30% in back office and admin time and costs, if not more. Much of this is achieved through automation of critical documentation delivered to both advisors and clients (statements, account opening documents, tax documents, and more).
Information security and compliance, by enabling firms to confidently deliver security and peace of mind to clients while meeting books and records compliance requirements set forth by IIROC, MFDA, FINRA, the SEC, and more. In addition to overcoming books and records compliance challenges (such as non-secure file sharing methods or meeting retention periods, archiving and accessibility) FutureVault is used to streamline internal and external audit processes, saving significant time and money.
Starting price
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FutureVault’s user interface
FutureVault reviews
Overall rating
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- Likelihood to recommend9.78/10
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FutureVault's key features
Most critical features, based on insights from FutureVault users:
All FutureVault features
Features rating:
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FutureVault integrations (6)
Top integrations
FutureVault support options
Typical customers
Platforms supported
Support options
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FutureVault FAQs
FutureVault has the following pricing plans:
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
These products have better value for money
Q. Who are the typical users of FutureVault?
FutureVault has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Q. What languages does FutureVault support?
FutureVault supports the following languages:
English, French
Q. Does FutureVault support mobile devices?
FutureVault supports the following devices:
Android, iPad, iPhone
Q. Does FutureVault offer an API?
Yes, FutureVault has an API available for use.
Q. What other apps does FutureVault integrate with?
FutureVault integrates with the following applications:
Wealthbox, Zapier, Docusign, Orion Law, Redtail CRM, Salesforce Platform
Q. What level of support does FutureVault offer?
FutureVault offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)