FutureVault is the world’s most intelligent, secure, and collaborative digital vault platform trusted by modern enterprises and financial professionals around the world.

FutureVault's suite of products offers partner organizations a powerful, white-label, SaaS solution to acquire, reward & retain their clients, members & employees while reducing operational costs.

FutureVault enhances a partner organization's ability to manage key client segments and provides its end users with the ability to digitally deposit, store, and manage their information through a highly structured, instructive interface across multiple entities. FutureVault's direct-to-business product suite provides tailored solutions targeted at high-value, multi-stakeholder verticals.

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.