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Product Description
About this Product
Market-leading digital vault and secure document exchange solutions:
- Helps front, middle & back-office teams scale productivity.
- Improve information security, compliance & audit cycles.
- Deliver best-in-class client and household experiences.
About FutureVault
FutureVault’s leading digital vault platform is used across the wealth management and financial services industry supporting thousands of financial professionals (head office, compliance, advisors) in several different areas. Currently, the platform ingests and distributes hundreds of thousands of documents for well-known firms to their clients and advisors on a monthly basis and acts as the core solution to store, maintain, and management critical documentation.
FutureVault uniquely by allows access to multiple levels and stakeholders across an enterprise, supporting the use at the head office level to view advisor and client activity, for advisors to execute secure document exchanges and delivery with their clients, and for clients to share critical information with family members and their network of trusted advisors.
Supported by Open APIs, bulk document automation, and by leveraging data extraction, FutureVault not only automates critical document-delivery from third parties, but also supports the extraction of structured and unstructured data for actionable insight and workflow to ultimately helping firms and advisors drive more meaningful conversations, drive engagement, retain more AUM, and become the champion in their clients’ lives.
FutureVault is SOC 2 Type II and PCI DSS compliant and meets SEC and FINRA document retention regulatory requirements.
Product Details
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.