--- description: Review of FutureVault Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: FutureVault | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Artificial Intelligence (AI) Software](/directory/4360/artificial-intelligence/software) > [FutureVault](/software/260886/futurevault) # FutureVault Canonical: https://www.softwareadvice.ie/software/260886/futurevault Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/260886/futurevault?page=2) > Intelligent and Secure Digital Vault Solutions for Future-Ready Institutions, Firms, Advisors, and Their Clients. 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 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. Automate and improve eSignature workflows. Save significant back-office and admin costs by automating onboarding processes and automatically delivering (and filing) e-signed documents. Meet books and records compliance. Improve recordkeeping governance, streamline audits, and confidently meet books and records regulations provisioned by the SEC, FINRA, IIROC, OSC, and more. Reduce and eliminate paper(work). Spearhead your digital transformation initiative by digitizing document-driven processes to meet ESG compliance and eliminate paper(work) for good. > > Verdict: Rated **5.0/5** by 9 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 9 Reviews | | Ease of Use | 5.0/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 4.9/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: FutureVault ## Commercial Context - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Please contact FutureVault for pricing details. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, French - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Access Expiration Management - Activity Dashboard - Activity Tracking - Alerts/Notifications - Annotations - Approval Process Control - Archiving & Retention - Audit Trail - Collaboration Tools - Commenting/Notes - Compliance Tracking - Content Management - Customisable Branding - Customisable Templates - Data Extraction - Data Import/Export - Document Automation - Document Capture ## Integrations (6 total) - Docusign - Orion Law - Redtail CRM - Salesforce Platform - Wealthbox - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) ## Category - [Artificial Intelligence (AI) Software](https://www.softwareadvice.ie/directory/4360/artificial-intelligence/software) ## Related Categories - [Artificial Intelligence (AI) Software](https://www.softwareadvice.ie/directory/4360/artificial-intelligence/software) - [Document Management Software](https://www.softwareadvice.ie/directory/722/document-management/software) ## Alternatives 1. 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Additionally, the secure document exchange features make it incredibly easy for us to request, receive, and distribute necessary documents and information to our clients. > > **Cons**: Would 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. ----- ### "Managing key client information and shared documents is a breeze\!" — 5.0/5 > **Stephen** | *3 August 2021* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: The 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 :) > > **Cons**: The 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. > > 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. ----- ### "FutureVault x Kismet Wealth Group Review" — 5.0/5 > **Victor** | *15 October 2021* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: We 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. > > **Cons**: We 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. > > Over all the team, platform, service and execution has been top notch\! Super excited to keep building our partnership with Future Vault ----- ### "Great solution for sharing my documents, files & photos" — 5.0/5 > **Raymond** | *17 October 2021* | Information Services | Recommendation rating: 10.0/10 > > **Pros**: Sharing files, photos and documents with a great variety of people \& scenarios. Great secure access from anywhere around the world. > > **Cons**: All the features covered all my basic needs, however I'm sure as I further explore the capabilities I will run into new needs. > > 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. ----- ### "Executive Assistant Family Office Organization Tool" — 5.0/5 > **Nicole** | *7 March 2022* | Investment Management | Recommendation rating: 10.0/10 > > **Pros**: I can find documents from the past 10 years with a click of the button > > **Cons**: It takes time to use the vault but it is worth it > > Excellent customer service, quick at answering questions and addressing issues. Great tool for keeping us organized even when staff change over ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/260886/futurevault?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/260886/futurevault) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data