FutureVault
★★★★★ 5.0 · 5 Reviews
What is FutureVault?
FutureVault is an industry-leading provider of secure, cloud-based document management solutions that helps organizations, and their clients manage information better, together. Our white-labeled Digital Vault Platform improves the distribution and collaboration of important documents while allowing end clients to securely store and manage their most important business and personal information. Manage and deliver key documents with ease: Securely request, receive, and store key documents and important files—of any size. Whether on a 1-to-1 or 1-to-many basis or many-to-1 basis, our unique document distribution tools make it quick and easy to deliver key documents across your organization and to your clients. Collaborate with multiple stakeholders like never before: Our multi-tiered platform enables institutions to manage documents and collaborate on different organizational levels from the head office to advisors and business managers to clients, and back. Proprietary Trusted Advisor permissioning allows your clients to collaborate with and share important documents with their accountants, lawyers, wealth managers, and more. Dynamic Checklists significantly improve the way you collect documents and information by allowing your clients to upload, download, share and digitally sign important documents with simple and collaborative workflows. Our unique integration with DocuSign streamlines client onboarding and collaboration with e-Signatures and automated workflows. Manage risk and compliance requirements with ease: Provide your organization and clients with a platform that comes equipped with best-in-class, bank-grade security protocols and compliance tools. FutureVault’s activity log and fiduciary audit trail allows you to track all Vault and client activity in perpetuity. Through our unique permissioning capabilities, institutions and advisors can easily provide auditors with access to statements, files, and activity logs. Digitization-as-a-Service: We’ve partnered with global leaders in innovative storage and information management services to take paper out of your office and put it in the cloud. Reduce risk, save money, increase efficiencies and properly secure your document assets now to increase the value of your practice for tomorrow.
Alternatives to FutureVault
DocStarSpotlightTransition From Drowning in Paper to Streamlined Digital Efficiency. Helping businesses translate vision into action for more… Learn more about DocStar.
InterfacingSpotlightInterfacing Technologies Corporation is a global leader in digital transformation solutions, specializing in innovative… Learn more about Interfacing.
DynaFileDynaFile is an electronic employee filing system tailored for human resource departments. With cloud document management… Learn more about DynaFile.
M-FilesM-Files delivers Context-First Document Management with an AI-native, metadata-driven architecture that eliminates information… Learn more about M-Files.
FileCenterFileCenter is a simple, affordable document management, scanning, and PDF software solution for both home and office use. It… Learn more about FileCenter.
eFileCabinetTake control of tedious and repetitive manual processes with powerful, but simple workflow automation. With Rubex by… Learn more about eFileCabinet.
DGLegacyDGLegacy enables people in the USA, the EU, and other countries across the globe to protect their digital, financial, and… Learn more about DGLegacy.
FlowshareFlowShare is a one-of-a-kind documentation tool that runs in the background, automatically documenting every action you take… Learn more about Flowshare.
FileHoldAffordable document management software from FileHold Systems is the fast track to the “Paperless Office”. FileHold document… Learn more about FileHold.
FileInvite**We help you to get the information you need to do business and delight your customers.** FileInvite started out life as an… Learn more about FileInvite.
FutureVault Reviews (5)
- ★★★★★5
- ★★★★★0
- ★★★★★0
- ★★★★★0
- ★★★★★0
Review Summary
Generated using AI from real user reviews
FutureVault receives unanimous praise from users, with all five reviewers giving five-star ratings. Users consistently highlight the platform's ability to streamline workflows and move away from paper-based processes, particularly through bulk document sharing and deposit features that save time on administrative tasks. The customizable taxonomy and support for organizing diverse financial documents—from taxes to insurance to legal items—enable firms to build a digital ecosystem tailored to their needs.
Beyond the product itself, reviewers emphasise the responsive support team and collaborative approach to product improvement. Users appreciate concrete support touchpoints like help centers, webinars, and check-in calls. The platform appears to deliver tangible benefits in compliance management, security, and the client-advisor relationship, with users noting improved efficiency and reduced risk. There are no reported criticisms or drawbacks in these reviews.
★★★★★
Wednesday, February 23, 2022
“The FutureVault team is very responsive to any customer inquiries.…”
The FutureVault team is very responsive to any customer inquiries. They love to think outside the box and get feedback on how to make their product better. It's truly a collaborative experience leading to mutual success.
★★★★★
Friday, July 30, 2021
“The Aligned 360 Vault provides our Advisors with the tools…”
The Aligned 360 Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve the robustness of their compliance regimes. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.
★★★★★
Friday, July 30, 2021
“FutureVault has allowed us to transform our paper-based processes &…”
FutureVault has allowed us to transform our paper-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.
★★★★★
Friday, July 30, 2021
“We were excited that FutureVault offered a highly customizable taxonomy…”
We were excited that FutureVault offered a highly customizable taxonomy as well as guidance to create the digital ecosystem that fits our firm. We have appreciated the help center, webinars, and Zoom check-ins. Our clients are not only uploading essential documents but also organizing their financial planning items, taxes, insurance, legal and more.
★★★★★
Friday, July 30, 2021
“The ability to easily share and deposit documents with our…”
The ability to easily share and deposit documents with our clients directly in their vaults, in bulk, with the click of a few buttons is a complete game-changer for our internal workflows. By being able to securely distribute documents in bulk, we can focus more of our time on what actually matters.
