FutureVault

Family offices have long struggled with documents scattered across shared drives, email threads, advisor portals, and physical storage. FutureVault addresses this directly by providing a governed digital vault that centralises trust instruments, legal agreements, tax filings, investment records, and entity documentation into a single, auditable source of truth. The platform serves both single family offices and multi-family offices, with architecture designed around the hub-and-spoke coordination model where the family office sits at the centre and controls what flows to external advisors, accountants, lawyers, and trustees.

For family office principals and COOs, the operational case rests on three functions:

• Role-based permissioning that lets different advisors and family members access only what they need, with full audit trails on every action
• AI-powered data extraction using private LLMs to classify, summarise, and surface data from unstructured documents such as tax filings and legal agreements
• Automated document delivery via APIs and SFTP bulk upload to distribute statements and compliance documents to advisors and clients at scale

FutureVault is SOC 2 Type II and PCI DSS certified, with bank-grade encryption in transit and at rest, compliance with FINRA, SEC, and CIRO retention requirements, and support for PIPEDA, CCPA, and GDPR. The platform also supports white-label deployment and integrates with over 7,000 applications through more than 1,000 API endpoints. Partner firms collectively represent over $1.5 trillion in AUM across more than 500,000 client vault accounts. Pricing is not publicly disclosed, and the platform is positioned primarily for enterprise deployments rather than smaller or emerging family offices with limited IT resources.

• Centralising and governing documents across entities, generations, and advisor networks
• Automating secure delivery of statements and compliance documents to advisors and clients
• Extracting structured data from unstructured documents using AI and OCR
• Managing role-based access and permissions for advisors, family members, and third parties
• Supporting regulatory document retention and audit trail requirements
• Enabling secure document exchange and collaboration between family office and external advisors

• AI-powered document querying and summarisation via private LLMs
• Intelligent Document Processing (IDP) with OCR for data extraction
• Automated bulk document delivery via APIs and secure SFTP
• Role-based permissioning and delegated access controls
• Full audit trails with timestamps on all user activity
• Enterprise-wide dashboarding across vaults, advisors, and clients
• Client Life Management Vault for household-level document management
• White-label deployment with single sign-on integration
• Bank-grade encryption in transit and at rest with optional bring-your-own-key
• Data residency support across geographic regions

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Finance / Accounting Teams.