FutureVault
by FutureVault Inc
FutureVault is an award-winning AI-powered Digital Vault and Intelligent Document Processing.
FutureVault is an award-winning AI-Powered Digital Vault platform for modern financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vault™. FutureVault’s white-labelled platform enables organizations to automate, aggregate, and centralize critical client, advisor, and enterprise documentation; audit-ready, single source of truth.
Powered by Artificial Intelligence and LLMs (large language models), in combination with OCR, FutureVault extracts critical data from documents, driving a powerful ROI via back, middle, and front office workflow enhancements, while delivering material document/data-driven insights to the benefit of advisors and their clients.
FutureVault's architecture supports enterprise-level tiering for straight-through processing while efficiently supporting firm and advisor team permission-based roles. FutureVault has Open APIs and is SOC 2 Type II and PCI DSS compliant.
App capabilities
- Can send data over the Internet
- This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. Other items in your mailbox can’t be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.