FutureVault Software

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About FutureVault

FutureVault is the industry-leading Digital Vault Platform for the financial services industry that enables institutions, advisors, and clients to manage information better, together. FutureVault offers a powerful white label solution that transforms the way organizations manage, store, and deliver client documents and statements, onboard and retain clients, attract and retain advisors, and manage compliance and audit readiness leading to significant operational efficiencies. By leveraging FutureVault’s technology, organizations save significant time and money in their day-to-day workflows. Find out how firms are saving 30% time and money with FutureVault. ...

FutureVault Pricing

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FutureVault User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

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Stephen

Company size: 11-50 employees

Industry: Real Estate

Time used: Less than 12 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2021

Managing key client information and shared documents is a breeze!

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.

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!

Raymond

Company size: 1 employee

Industry: Information Services

Time used: Less than 12 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2021

Great solution for sharing my documents, files & photos

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.

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.

Victor

Company size: 2-10 employees

Industry: Financial Services

Time used: Less than 12 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2021

FutureVault x Kismet Wealth Group Review

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

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.

Leah

Company size: 11-50 employees

Industry: Real Estate

Time used: Less than 12 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Functionality

out of 5

August 2021

Easy way to view and access financial documents

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.

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.

Kyle

Company size: 2-10 employees

Industry: Media Production

Time used: Less than 6 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2021

FutureVault makes my life easier

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.

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.

Liam

Company size: 2-10 employees

Industry: Media Production

Time used: Less than 6 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2021

FutureVault makes document storage very safe and convenient.

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.

Showing 6 reviews