Related Products
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About
FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with
FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers.
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About
Granite is a document vault for households and one-person businesses. It accepts PDFs, scans, phone photos, text files and email attachments, then identifies documents, extracts relevant fields such as dates and amounts, and organizes records around people, properties, vehicles and tax years. Its library covers more than 110 document types, including tax forms, identity records, insurance policies, leases, vehicle papers and medical documents. Users can search by document content and meaning; Granite Paid also answers plain-English questions with citations to the source page. The service runs in a web browser and on iPhone. Paid adds email-in, multiple vaults, sharing and emergency access. Dropbox folder synchronization is available, and a read-only API and MCP server let supported assistants and tools search and ask questions about a vault. Users can export their full vault as a ZIP of their original files.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Financial Services and Wealth Management Firms (Institutions, Broker-Dealers, RIAs, Family Offices, Credit Unions)
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Audience
Households and solo business owners who want their important paperwork read, filed, and easy to find for years.
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$99/year
Granite Free costs $0 and includes up to 25 documents and 1 GB. Granite Paid is $99 per year through web signup, billed annually, with no document cap and 100 GB. The annual iOS in-app purchase is $129. Paid adds Ask, multiple vaults, email-in, Dropbox sync, sharing, and emergency access. There is no free trial.
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationFutureVault
Canada
www.futurevault.com
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Company InformationGranite
United States
granite.co
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Alternatives |
Alternatives |
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Categories |
Categories |
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Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Not Supported
Document Capture
Supported
Document Conversion
Not Supported
Document Delivery
Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Supported
Email Management
Not Supported
File Recovery
Supported
File Type Conversion
Not Supported
Forms Management
Supported
Full Text Search
Supported
Offline Access
Not Supported
Optical Character Recognition
Supported
Print Management
Supported
Version Control
Not Supported
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Integrations
Active Directory
Supported
Claude Code
Not Supported
Claude Desktop
Not Supported
Codex CLI
Not Supported
Cursor
Not Supported
Docusign
Supported
Dropbox
Not Supported
Model Context Protocol (MCP)
Not Supported
Raycast
Not Supported
Salesforce
Supported
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Integrations
Active Directory
Not Supported
Claude Code
Supported
Claude Desktop
Supported
Codex CLI
Supported
Cursor
Supported
Docusign
Not Supported
Dropbox
Supported
Model Context Protocol (MCP)
Supported
Raycast
Supported
Salesforce
Not Supported
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