FutureVault

FutureVault helps grow profitable relationships between institutions/businesses and their clients. FutureVault is a cloud-based B2B2C white-label SaaS solution for financial services organizations used to acquire, retain and reward their customers while yielding valuable data and analytics. End users can deposit, store and manage important personal, financial & legal documents across multiple entities (corporations, sole proprietorships, trusts, family members, etc.) in a highly structured and secure environment. FutureVault allows for optimized collaboration between professionals and clients, including their network of trusted advisors (i.e.: accountants, wealth advisors, financial planners, insurance agents, lawyers, family, etc.). With robust features around secure sharing, collaboration and organization, FutureVault increases both trust and opportunity between all parties.