+
+

Related Products

  • Securden Password Vault for Enterprises
    63 Ratings
    Visit Website
  • UnForm
    19 Ratings
    Visit Website
  • Apryse PDF SDK
    159 Ratings
    Visit Website
  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • Nutrient SDK
    111 Ratings
    Visit Website
  • TheBestPDF
    39,489 Ratings
    Visit Website
  • ManageEngine Endpoint Central
    3,286 Ratings
    Visit Website
  • Proton Pass
    31,996 Ratings
    Visit Website
  • LogicalDOC
    150 Ratings
    Visit Website
  • SBS Quality Management Software
    7 Ratings
    Visit Website

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.

About

We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value. We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan. We believe in Win-Win situations — it’s mutually beneficial for the planner and clients. We believe in checklists, the power of checklists and how they can transform your life, and your client's life one simple action at a time. We help Advisors by making your Financial Advisor more visible, and dynamic in a way that helps remind, and nudge the key recommendations on Financial Planning.

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial Services and Wealth Management Firms (Institutions, Broker-Dealers, RIAs, Family Offices, Credit Unions)

Audience

Companies searching for a solution to manage and improve their operations

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

FutureVault
Canada
www.futurevault.com

Company Information

MyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com

Alternatives

Bloomberg Vault

Bloomberg Vault

Bloomberg

Alternatives

Sticky Advisor

Sticky Advisor

stickypages
Veeva Vault QMS

Veeva Vault QMS

Veeva Industries
Vault Rooms

Vault Rooms

Vault Rooms, Inc.
Xeditor

Xeditor

Fabasoft Xpublisher
Synergis Adept

Synergis Adept

Synergis Software
SuccessionLabX

SuccessionLabX

DragonVerse Media Inc

Categories

Categories

Financial CRM Supported

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

Financial CRM Features

Account Alerts Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Not Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Integrations

Active Directory Supported
Docusign Supported
Salesforce Supported
Yodlee Supported
Zapier Supported

Integrations

Active Directory Not Supported
Docusign Not Supported
Salesforce Not Supported
Yodlee Not Supported
Zapier Not Supported
Claim FutureVault and update features and information
Claim FutureVault and update features and information
Claim MyPlanMap and update features and information
Claim MyPlanMap and update features and information