FutureVault is an industry-leading provider of secure document exchange and Digital Vault solutions for the financial services industry that enables institutions, advisors, and clients to manage information better, together. FutureVault offers a powerful white label solution that transforms the way organizations manage, store, and deliver client documents and statements, onboard and retain clients, onboard and retain advisors, and manage compliance and audit readiness leading to significant operational efficiencies. By leveraging FutureVault’s technology, organizations save significant time and money in their day-to-day workflows.
Location: Canada, Ontario, Toronto
Employees: 11-50
Founded date: 2014
Investors 1
| Date | Name | Website |
| - | GDA Invest... | gda.invest... |
Mentions in press and media 4
| Date | Title | Description |
| 19.08.2024 | FutureVault’s Digital Vault Platform Advances With AI and Private Large Language Models Integration | FutureVault’s Digital Vault Platform is known for its automation, efficiency, security, and digital client experience capabilities. Now, with AI and Private LLMs, its Digital Vault Platform is powering the future of financial services and d... |
| 14.12.2022 | FutureVault Granted 3rd U.S. Patent for Dynamic Visualization in Digital Vaults | FutureVault Granted 3rd US Patent for Dynamic Visualization Solves for Wealth Management “Householding” and Tees up Wealth Managers to Retain Generational Relationships throughout the Impending Great Wealth Transfer. We are able to create m... |
| 01.11.2022 | NBW Capital Launches Client-Facing Digital Vault in Partnership with FutureVault | NBW Capital and FutureVault Partner to Launch the NBW Capital Vault to Improve Client Experiences and Operational Efficiencies NBW Capital leverages FutureVault's Digital Vault platform to enhance the firm’s digital client experience and im... |
| 27.11.2020 | Tech Exec Shares Tips for Safe Online Shopping for the Holidays | Mark B., Tech Times 27 November 2020, 12:11 am With close to half of Americans planning to shop exclusively online for the holidays, starting this Black Friday, cybercriminals have been provided with an even larger hunting ground - and an o... |