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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.

About

Nines is the industry‑awarded household and estate management platform for discerning households, family offices, property managers, boutique hospitality, yacht crews, and their private service professionals. With Nines, you can manage properties, people, and projects all in one secure place. Organize property information, keep track of tasks and team members, and ensure the answers you need are always at your fingertips. Assign tasks to household staff and vendors via mobile‑friendly checklists; automate recurring tasks; attach documents, photos, assets, and vendors to tasks; and follow progress in real time. Store and search your household manual, documents, preferences, paint colors, light‑bulb types, and more in one intuitive, searchable system. Empower staff with a digital house manual built from industry‑standard templates, layered permissions, and mentions to connect employees, residents, vendors, assets, and guidelines. 

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Private estate managers seeking a solution to organize properties, staff, vendors, tasks, and household processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FutureVault
Canada
www.futurevault.com

Company Information

Nines
United States
ninesliving.com

Alternatives

Bloomberg Vault

Bloomberg Vault

Bloomberg

Alternatives

Veeva Vault QMS

Veeva Vault QMS

Veeva Industries
Vault Rooms

Vault Rooms

Vault Rooms, Inc.
Xeditor

Xeditor

Fabasoft Xpublisher

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Active Directory
Amazon Web Services (AWS)
Docker
Docusign
Salesforce
Yodlee
Zapier

Integrations

Active Directory
Amazon Web Services (AWS)
Docker
Docusign
Salesforce
Yodlee
Zapier
Claim FutureVault and update features and information
Claim FutureVault and update features and information
Claim Nines and update features and information
Claim Nines and update features and information