Scott Paterson

FutureVault

Intelligent Digital Vault Solutions for Future-Ready Firms. 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 https://www.futurevault.com to learn more. Featured FutureVault Use Cases (Below) Explore how leading financial 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.