[Vendor]

[jasonchanto]

name: FutureVault
URL: https://www.futurevault.com
legal entity:
link to documentation: https://www.futurevault.com/platform/intelligent-document-processing/

FutureVault is an industry-leading provider of enterprise-grade AI-powered Digital Vault and Intelligent Document Processing (IDP) solutions purpose-built for financial services and enterprise wealth management. FutureVault automates, aggregates, and centralizes client, Advisor, and Enterprise documentation, extracting critical data via AI, private LLMs, and OCR, to drive insights, intelligence, workflow, and engagement at scale.

FutureVault is designed specifically for highly regulated industries, enabling wealth management firms, financial institutions, and enterprise organizations to modernize their document-centric workflows, enhance compliance and information security, and deliver a differentiated digital client experience.

With a multi-tiered architecture and Open API framework, FutureVault integrates seamlessly into existing enterprise ecosystems and supports hundreds of thousands of active client vaults across North America.

FutureVault Key Features & Capabilities

Intelligent Document Processing (IDP)

Advanced document intelligence powered by AI, private Large Language Models (LLMs), OCR, Intelligent Character Recognition (ICR), and Natural Language Processing (NLP) to:

• Extract structured and unstructured data from complex documents
  

• Classify, normalize, and summarize content
  

• Surface actionable insights to power automation, analytics, and downstream workflows
  

Multi-Tiered Architecture

A purpose-built, hierarchical architecture designed to support enterprise-scale roles, permissions, and access control, including:

• Enterprise, Advisor, Household, and Client Vault layers
  

• Segregation of duties across front office, back office, compliance, and operations
  

• Scalable governance aligned with enterprise operating models
  

Enterprise Line of Sight

Enterprise-level visibility and intelligence across the entire vault ecosystem, including:

• Dashboarding to monitor vault-level and document-level activity
  

• Real-time insights into usage, engagement, workflows, and compliance events
  

• Centralized oversight to support risk management, operational efficiency, and executive reporting
  

Automation of Document Packages

FutureVault helps institutions and enterprise automatically deliver and distribute millions of documents to clients, advisors, and across the enterprise including: tax packages, statements, performance reports, contracts, annual reports, and more.

Secure Document Exchange

End-to-end secure workflows for requesting, receiving, distributing, and storing sensitive documents—eliminating reliance on email and non-compliant file-sharing tools.

Client Life Management Vault™

A long-term, secure digital repository that enables clients and households to manage personal, financial, business, and life documents, extending engagement well beyond traditional financial statements and transactions.

Enterprise-Grade Security & Compliance

• Bank-grade encryption (in-transit and at-rest)
  

• Multi-Factor Authentication (MFA)
  

• SOC 2 Type II and PCI DSS compliance
  

• Designed to support regulatory, audit, and books-and-records requirements
  

Patented Multi-Tier Permissioning

Granular, role-based access controls that securely govern document access for advisors, enterprise teams, clients, and trusted collaborators—ensuring the right access at the right time.

Fiduciary Audit Trails

Comprehensive, real-time logging of all document activity—including access, changes, and sharing—providing transparency, accountability, and audit readiness.

Integration & API Ecosystem

An Open-API platform that integrates with leading CRMs, custodians, portfolio management systems, reporting tools, and enterprise applications, enabling automation across document-driven workflows.

Primary Use Cases

Enterprise Wealth Management & Financial Services

Financial institutions deploy FutureVault to securely manage high-volume, high-risk documents at scale.

• Automation: Securely distributes millions of documents (e.g., tax packages, statements, notices) while dramatically reducing manual back-office effort
  

• Compliance: Strengthens regulatory posture with encrypted storage, controlled access, and immutable audit trails
  

• Intelligence: Extracts critical data from documents (e.g., maturity dates, policy details, financial values) to power enterprise reporting and workflows
  

Advisor & Client Engagement

Advisors leverage FutureVault to modernize onboarding, improve service delivery, and deepen long-term client relationships.

• Client Onboarding: Secure, standardized document collection using digital checklists and automated requests
  

• Advisor Differentiation: Provides clients with a secure, lifelong digital vault that extends value beyond investments
  

• Operational Efficiency: Eliminates insecure workflows and introduces intelligent reminders for key document milestones
  

Resources

[FutureVault Product Releases](https://www.futurevault.com/product-releases/)
[Intelligent Document Processing](https://www.futurevault.com/platform/intelligent-document-processing/)
[FutureVault Integration Partners](https://www.futurevault.com/integration-ecosystem/)
[Digital Vault and AI Document Processing Blog](https://www.futurevault.com/blog/)

Contact Information

Website: [futurevault.com](https://www.futurevault.com/)
Contact through website inquiry forms on [Futurevault contact page](https://www.futurevault.com/contact/)
Specialized in serving financial institutions and corporate clients globally