FutureVault
About FutureVault
FutureVault Pricing
Please contact FutureVault for pricing details.
Free trial:
Available
Free version:
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Most Helpful Reviews for FutureVault
1 - 9 of 9 Reviews
Paul
Financial Services, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2022
Efficiency and exceptional customer service
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.
CONSWould 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.
Stephen
Real Estate, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSThe 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 :)
CONSThe 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.
Reason 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!
Victor
Financial Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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
PROSWe 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.
CONSWe 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.
Raymond
Information Services, 1 employee
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSSharing files, photos and documents with a great variety of people & scenarios. Great secure access from anywhere around the world.
CONSAll the features covered all my basic needs, however I'm sure as I further explore the capabilities I will run into new needs.
Nicole
Investment Management, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Executive Assistant Family Office Organization Tool
Excellent customer service, quick at answering questions and addressing issues. Great tool for keeping us organized even when staff change over
PROSI can find documents from the past 10 years with a click of the button
CONSIt takes time to use the vault but it is worth it
Hunter
Executive Office, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2022
FutureVault is an exceptional product
Best product I have ever used for managing documents and data flow within a family office.
CONSWaiting on some key integrations which I'm told are coming very soon!
Leah
Real Estate, 11-50 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed 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.
PROSMy 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.
CONSAt 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
Media Production, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSFutureVault 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.
CONSlooking forward to seeing the next version and new product features.
Liam
Media Production, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
FutureVault makes document storage very safe and convenient.
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.
CONSI'm looking forward to seeing new product features in the future than further the convenience of FutureVault's platform.