The platform leverages AI, optical character recognition (OCR) and private large language models (LLMs) to extract structured and unstructured data from documents and turn them into actionable insights, workflow tasks and intelligence. It also offers secure document exchange, automation of document delivery and integrations via APIs with CRM, e-signature, portfolio management and other systems.
- Financial Institutions & Banks: Organisations needing secure, compliant document management at scale across multiple lines of business.
- Wealth Management Firms / RIAs: Advisors, broker-dealers, family offices wanting to deliver client-facing vaults and streamline document workflows.
- Advisors & Client Households: Professionals and their clients who need a secure portal for personal and financial documents, collaboration and long-term records.
- Compliance, Operations & Back-Office Teams: Teams looking to reduce document processing, improve audit readiness, automate distribution and data extraction.
- Enterprises outside WealthTech: Entities with heavy document/data demands (e.g., insurance, credit unions, professional services) seeking a digital vault infrastructure.
- Tech/SaaS Integrators: Developers and system integrators wanting to embed vault, document exchange, data extraction and APIs into their platforms.
How to Use It?
- Initial Engagement: Contact FutureVault to schedule a demo and define the scope (vaults for clients, advisors, enterprise).
- Configuration & Onboarding: Set up the branded vault environment (white-label), configure roles/permissions, entity/folder structures, import legacy documents.
- Document & Data Ingestion: Use bulk uploads, APIs or integrations to ingest client or firm documents (statements, contracts, reports) and structured data.
- Apply Intelligence: Enable FutureVault’s IDP engine to run OCR, classify documents, extract key fields (dates, values), summarise, create workflows or tasks.
- Integration & Workflow: Connect vault data to CRMs, planning tools, e-signature platforms, advisory portals via APIs; automate distribution, secure exchange and collaboration.
- Document-centric AI and Private LLM Integration: Unlike many generic document storage platforms, FutureVault embeds AI and private LLMs to summarise, extract and analyse document contents across entire vaults.
- Single Source of Truth for Advisors & Clients: Its “Client Life Management Vault” concept combines client documentation, advisor workflows and enterprise oversight in one platform, promoting collaboration and deeper engagement.
- Enterprise-grade Security & Compliance Focus: The platform is built with SOC 2 Type II, PCI DSS certifications, strong encryption in transit and at rest, and is used by regulated financial firm.
- Integration Ecosystem & Workflow Automation: Supports ingestion from thousands of applications, open APIs, bulk document processing and automated document delivery/distribution across stakeholders.
- Large-scale automation and workflow efficiency for document-heavy firms
- Strong security and regulatory compliance posture
- AI/LLM based data extraction and insights turning passive documents into actionable assets
- Ability to provide branded/advisor-client facing vaults enhancing client engagement
- Comprehensive integration capabilities with CRM/portal/ESignature systems
- Designed for wealth/financial services ecosystem and enterprise use
- Might be over-engineered for small businesses or individual users with lighter document needs
- Cost and complexity may scale significantly for full enterprise deployment
- Requires integration and setup efforts (API, bulk uploads, workflows) rather than just plug-and-play for simpler use cases
- The heavy focus on wealth/financial services means other sectors might need to evaluate fit carefully
- While AI/LLM features are advanced, full benefit likely depends on available data, document volume and enabling integrations
Custom
Custom Pricing.
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Average score
Popular Mention
FAQs
Yes – the platform offers a fully white-label experience, configurable branding and vault environment for firms.
Yes – FutureVault is designed for regulated environments (banks, broker-dealers, RIAs) and supports books and records compliance, secure exchange and audit-related workflows.
Yes – it uses OCR, AI, and private LLMs to extract structured and unstructured data, classify documents, and generate summaries and actionable tasks.
Yes — its IDP engine supports table and structured data extraction, converting to JSON, CSV or database formats.
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Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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