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FutureVault is a digital platform designed to enhance client-advisor interactions and document management within the wealth management sector. It offers a Client Life Management Vault, which serves as a secure digital repository for storing and managing sensitive documents. This vault allows clients to securely interact with their network of trusted professionals, such as estate attorneys, accountants, and insurance brokers.

One of the key features of FutureVault is its ability to provide a centralized and organized way to manage documents, ensuring compliance transparency and efficiency. By integrating with other wealth management technologies, FutureVault helps wealth advisors engage more effectively with clients and their next generation, fostering a more personalized and secure experience.

The platform is part of a broader effort to redefine standards for compliance, security, and trust in the wealth management industry. By leveraging advanced digital tools, FutureVault supports leading wealth management enterprises in delivering enhanced value to investors and clients alike. Its focus on digital document management and secure interaction capabilities makes it a valuable tool for professionals seeking to streamline their operations while maintaining high levels of security and compliance.

Intelligent Digital Vault Solutions for Future-Ready Firms. FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers. FutureVault is recognized as a 5-star WealthTech provider and a top 100 most innovative global WealthTech solution provider. * Featured FutureVault Use Cases (Below): Explore how leading financial services and wealth management organizations are using FutureVault to meet compliance, gain back office and admin efficiencies, deliver more value to their clients, and ultimately, save time and money. * Deliver a unique digital client experience: Drive engagement with families (and the next generation) by making it easier than ever to store, access, and manage their life's most important documents. * Automatically deliver documents to clients: Automatically deliver monthly statements, onboarding documents, tax documents, quarterly reports, and other critical documents to your clients via APIs and SFTPs. * Securely exchange and receive documents: Request, receive, and exchange documents securely with head office, advisors, staff, clients, family members, regulators, and trusted collaborators. * Automate and improve eSignature workflows: Save significant back-office and admin costs by automating onboarding processes and automatically delivering (and filing) e-signed documents. * Meet books and records compliance: Improve recordkeeping governance, streamline audits, and confidently meet books and records regulations provisioned by the SEC, FINRA, IIROC, OSC, and more. * Reduce and eliminate paper (work): Spearhead your digital transformation initiative by digitizing document-driven processes to meet ESG compliance and eliminate paper(work) for good.

Categories:

Business

Cloud Content Collaboration Software

Virtual Data Room Software

Document Management Software

Digital Asset Management Software

Cloud File Storage Software

Website: futurevault.com

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