FutureVault

By automating, aggregating, and centralizing critical firm-level documents (e.g., monthly statements, account opening documents, KYC forms, tax slips, trust documentation, performance reports, and so forth) alongside client-uploaded content—what we have coined as ‘Alpha Content’ (and referenced often by our CEO, Daniel Kenny) —FutureVault establishes critical automation and workflow for the back, middle, and front office functions, along with providing advisors with a comprehensive view of clients' overall financial life (and often other areas of their personal lives) to drive engagement and deliver better advice when it matters.

At the core of the FutureVault value proposition lies our platform’s ability to serve as the single source of truth for enterprise, advisor, and client-facing documentation.

This is where the true value of is unlocked (and where it is currently untapped... until now).

In our most recent product release, we introduced Vault Types, giving Administrative users more flexibility and control over how to organize and structure the types of clients they work with.

When creating new Vaults, Admin users now have three options available to them when selecting the 'Vault Type':

1. Individual Vault: A Vault dedicated to managing information and documents for a specific individual.

2. Household Vault: A Vault dedicated to managing and organizing documents within a household for two or more people as a way to keep family information and data secure and in one place.

3. Organization Vault: If your client is a business or an institutional client, you can improve the way the organization's information is stored, exchanged, and managed.

For more information on Vault Types, recent product updates, and to learn why firms are making the switch to FutureVault, get in touch with our team: https://futurevault.com/contact