FutureVault 2026: Benefits, Features & Pricing
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- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
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)
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FutureVault Screenshots

FutureVault Pricing and Plans
Basic
Pricing available upon request
No plan information available

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FutureVault Features
- Popular features found in Document ManagementAccess Controls/PermissionsArchiving & RetentionCollaboration ToolsCompliance TrackingDocument ClassificationDocument EditingDocument GenerationElectronic SignatureFile ConversionFile SharingThird-Party IntegrationsVersion Control
- More features of FutureVaultAccess Expiration ManagementActivity DashboardActivity TrackingAlerts/NotificationsAnnotationsAPIApproval Process ControlAudit TrailCommenting/NotesContent ManagementCustomizable BrandingCustomizable TemplatesData ExtractionData Import/ExportDocument AutomationDocument CaptureDocument ReviewDocument StorageDrag & DropFile RecoveryForms ManagementFull Text SearchMachine LearningMetadata ExtractionMobile AccessNatural Language ProcessingOptical Character RecognitionReporting & StatisticsSearch/FilterSecure Data StorageSSL SecurityTaggingWorkflow Management
FutureVault Integrations
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?
Paul G.
Verified reviewer
Financial Services
11-50 employees
Used weekly for less than 12 months
Review sourceReviewed January 2022
Efficiency and exceptional customer service
5
Ratings Breakdown
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.
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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
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!
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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
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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
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Nicole K.
Verified reviewer
Investment Management
2-10 employees
Used daily for less than 2 years
Review sourceReviewed 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
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Hunter S.
Verified reviewer
Executive Office
2-10 employees
Used daily for less than 12 months
Review sourceReviewed March 2022
FutureVault is an exceptional product
5
Ratings Breakdown
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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
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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
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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
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