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FutureVault

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Overview

FutureVault 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

FutureVault
FutureVault
5.0
(9)

Pricing

Pricing available upon request

About FutureVault

Intelligent and Secure Digital Vault Solutions for Future-Ready Institutions, Firms, Advisors, and Their Clients.

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 Personal Life Management Digital Vault solutions purposely built for the financial services and wealth management industries. 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.

Visit futurevault.com to learn more.

Featured FutureVault Use Cases (Below)
Explore how leading fi...

nancial 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.

FutureVault Screenshots

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FutureVault Pricing and Plans

Free Trial
Free Version

Basic

Pricing available upon request

No plan information available

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    FutureVault Features

    • Popular features found in Document Management
      Access Controls/Permissions
      Archiving & Retention
      Collaboration Tools
      Compliance Tracking
      Document Classification
      Document Editing
      Document Generation
      Electronic Signature
      File Conversion
      File Sharing
      Third-Party Integrations
      Version Control
    • More features of FutureVault
      Access Expiration Management
      Activity Dashboard
      Activity Tracking
      Alerts/Notifications
      Annotations
      API
      Approval Process Control
      Audit Trail
      Commenting/Notes
      Content Management
      Customizable Branding
      Customizable Templates
      Data Extraction
      Data Import/Export
      Document Automation
      Document Capture
      Document Review
      Document Storage
      Drag & Drop
      File Recovery
      Forms Management
      Full Text Search
      Machine Learning
      Metadata Extraction
      Mobile Access
      Natural Language Processing
      Optical Character Recognition
      Reporting & Statistics
      Search/Filter
      Secure Data Storage
      SSL Security
      Tagging
      Workflow Management

    FutureVault Integrations

    Docusign
    Docusign
    Orion Law
    Orion Law
    Redtail CRM
    Redtail CRM
    Wealthbox
    Wealthbox
    Zapier
    Zapier
    Salesforce Platform
    Salesforce Platform

    FutureVault User Reviews

    Overall Rating

    5.0

    Ratings Breakdown

    5

    100%

    4

    0%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    5.0

    Value for money

    5.0

    Customer support

    4.9

    Functionality

    4.9

    Have you used FutureVault and would like to share your experience with others?

    PG

    Paul G.

    Verified reviewer

    Financial Services

    11-50 employees

    Used weekly for less than 12 months

    Review source

    Reviewed January 2022

    Efficiency and exceptional customer service

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Exceptional customer service - this team is incredibly responsive and very caring for the problems and challenges we are working through. Additionally, the secure document exchange features make it incredibly easy for us to request, receive, and distribute necessary documents and information to our clients.
    Cons:
    Would love to see more integrations into current systems - I know this is on the roadmap for the FutureVault team, so we are looking forward to seeing integrations as they come out.

    Reasons for switching to FutureVault

    We needed a more secure, structured, and multi-directional document exchange platform with distinct environments (Vaults in the case of FutureVault) for our reps and clients.

    Read More

    SB

    Stephen B.

    Verified reviewer

    Real Estate

    11-50 employees

    Used weekly for less than 12 months

    Reviewed August 2021

    Managing key client information and shared documents is a breeze!

    5

    Using FutureVault has helped us improve our client onboarding significantly as well as being able to deliver documents to our clients in a safe and secure environment. In the nature of our business (real estate) there can be a lot of back and forth of information and documents and FutureVault has made it much easier for us to manage all of this in one place, streamline information requests (through things like checklists) and also allowed us to distribute document to new clients as soon as their Vaults are created - all of which has saved us an incredible amount of administrative time and improved operational efficiencies.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    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... our clients :)
    Cons:
    The continual addition of new feature sets and enhancements is always fun to see in our vault dashboard! We'd love to see and to have the ability to set automated email reminders when documents do not get signed and returned after an extended period of time.

    Reasons for choosing FutureVault

    We decided to move forward with FutureVault for three primary reasons. First, they're known and reputable in the financial services industry. Second, the Vault as a document repository for organizational and end-client documents was a must-have, while the additional features were really the game-changer. Lastly, their customer experience/success team is absolutely incredible to work with!

    Read More

    VG

    Victor G.

    Verified reviewer

    Financial Services

    2-10 employees

    Used daily for less than 12 months

    Reviewed October 2021

    FutureVault x Kismet Wealth Group Review

    5

    Over all the team, platform, service and execution has been top notch! Super excited to keep building our partnership with Future Vault

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    We really loved the security features, along with the audit trail options. A big part of our business is collecting documents from our clients on an ongoing basis and collaborating with 3rd party professionals. Being able to centralize our document collection process and sharing process we have added more efficiency within our business and a higher level of client experience.
    Cons:
    We do use the checklist feature quite a bit, however our model requires some reoccurring checklists, and this is not yet a feature, so hoping those developments come to the forefront.

    Read More

    RS

    Raymond S.

    Verified reviewer

    Information Services

    Self-Employed

    Used weekly for less than 12 months

    Reviewed October 2021

    Great solution for sharing my documents, files & photos

    5

    Being an “old timer” has always made me weary of new technologies. However after getting used to the smartphone technology and of its many apps, I have finally bought into the idea of electronic solutions. Being the family genealogist I have found so many uses for FutureVault. I use it to easily share among family members my large collection of restored family photos, and limit who can see what. I also keep a copy of my living will and other important documents which I share with my children, who have instant access to it if and when I make changes to it. If I ever lose my driver’s license, credit/debit cards, passport and other important documents, I have digital copies in the vault, so I or my surrogates have access to all the information we need to recover the numbers and details of each account. And when I’m in doubt, I have relied on their great customer support that always “holds my hand” and walks me through the solution of issues I might have. Thanks to the ease of use and superb technical support, I have become a strong believer in the great benefits of this tool.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Sharing files, photos and documents with a great variety of people & scenarios. Great secure access from anywhere around the world.
    Cons:
    All the features covered all my basic needs, however I'm sure as I further explore the capabilities I will run into new needs.

    Read More

    NK

    Nicole K.

    Verified reviewer

    Investment Management

    2-10 employees

    Used daily for less than 2 years

    Review source

    Reviewed March 2022

    Executive Assistant Family Office Organization Tool

    5

    Excellent customer service, quick at answering questions and addressing issues. Great tool for keeping us organized even when staff change over

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I can find documents from the past 10 years with a click of the button
    Cons:
    It takes time to use the vault but it is worth it

    Read More

    HS

    Hunter S.

    Verified reviewer

    Executive Office

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed March 2022

    FutureVault is an exceptional product

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    Best product I have ever used for managing documents and data flow within a family office.
    Cons:
    Waiting on some key integrations which I'm told are coming very soon!

    Read More

    LM

    Leah M.

    Verified reviewer

    Real Estate

    11-50 employees

    Used monthly for less than 12 months

    Reviewed August 2021

    Easy way to view and access financial documents

    5

    So far, my overall experience with FutureVault has been great. I trust their platform and prefer being able to share and access my important financial documents in the vault instead of by email or some other method. It's given me a little bit of peace of mind knowing exactly where I can find my documents when I need them.

    Ratings Breakdown

    5
    Ease of use
    5
    Functionality
    icon
    Pros:
    My financial advisor starting using FutureVault about 10 months ago as a way to start delivering and sharing documents like my investor earning reports, market updates, etc. It's been a really great and easy way for me, as an end-client, to securely access and view important financial documents all in once place.
    Cons:
    At first the initial onboarding was a bit slow but now that I'm up to speed and familiar with it, it's incredibly useful and I'm actually in disbelief that my advisor was using email in the past to deliver my documents.

    Read More

    LV

    Liam V.

    Verified reviewer

    Media Production

    2-10 employees

    Used weekly for less than 6 months

    Reviewed October 2021

    FutureVault makes document storage very safe and convenient.

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The best thing about this software is how convenient it is to find my documents and how simple it is to share with key people such as family, financial advisors, and colleagues.
    Cons:
    I'm looking forward to seeing new product features in the future than further the convenience of FutureVault's platform.

    Read More

    KV

    Kyle V.

    Verified reviewer

    Media Production

    2-10 employees

    Used weekly for less than 6 months

    Reviewed October 2021

    FutureVault makes my life easier

    5

    FutureVault makes my life easier. It's an extremely convenient way for me to provide family members and other service professionals access to select documents they need and they've saved me a ton of time by having everything I need accessible to me in one place.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    FutureVault makes it easy to manage my financial documents for whatever I need it for. It's super convenient knowing where everything is, which saves time for me and my advisor.
    Cons:
    looking forward to seeing the next version and new product features.

    Read More

    Showing 1 - 9 of 9 Reviews

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