---
description: Learn how FutureVault can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: FutureVault Reviews, Pricing & Ratings | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [Artificial Intelligence (AI) Software](/directory/1397/artificial-intelligence/software) > [FutureVault](/software/2049914/futurevault)

# FutureVault

Canonical: https://www.getapp.co.nz/software/2049914/futurevault

Page: 1 / 2\
Next: [Next page](https://www.getapp.co.nz/software/2049914/futurevault?page=2)

> AI-Powered Digital Vaults and Intelligent Document Processing for Financial Institutions and Wealth Enterprises.
> 
> Verdict: Rated **5.0/5** by 9 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Key benefits of FutureVault

FutureVault continues to demonstrate value and our unique positioning in the market by delivering on three critical pillars for the institutions, firms and advisors we work with.  

Firstly, our platform delivers a personalized, enhanced, and unique digital client experience for the clients (and family members) of wealth managers and firms in a number of different ways. We have pioneered the Personal Life Management Vault™, which ultimately provides clients the efficiency of a personal life organizer combined with the peace of mind knowing their information and documents are kept safe and secure. The Personal Life Management Vault™ also equips firms and advisors with tools and capabilities to engage with and deliver value to the next generation, a critical area of focus across the industry.  

In addition to delivering massive value to clients and the next generation of investors and clients, our product delivers significant value in two other critical areas.  

Operational efficiencies and operating capabilities, by streamling the current document management, workflow, and exchange process that saves firms and their advisors 30% in back office and admin time and costs, if not more. Much of this is achieved through automation of critical documentation delivered to both advisors and clients (statements, account opening documents, tax documents, and more).  

Information security and compliance, by enabling firms to confidently deliver security and peace of mind to clients while meeting books and records compliance requirements set forth by IIROC, MFDA, FINRA, the SEC, and more. In addition to overcoming books and records compliance challenges (such as non-secure file sharing methods or meeting retention periods, archiving and accessibility) FutureVault is used to streamline internal and external audit processes, saving significant time and money.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 9 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 4.9/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 4.9/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: FutureVault

## Commercial Context

- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Please contact FutureVault for pricing details.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English, French
- **Available Countries**: Canada, United States

## Features

- API
- Access Controls/Permissions
- Access Expiration Management
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Annotations
- Approval Process Control
- Archiving & Retention
- Audit Trail
- Collaboration Tools
- Commenting/Notes
- Compliance Tracking
- Content Management
- Customisable Branding
- Customisable Templates
- Data Extraction
- Data Import/Export
- Document Automation
- Document Capture

## Integrations (6 total)

- Docusign
- Orion Law
- Redtail CRM
- Salesforce Platform
- Wealthbox
- Zapier

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)

## Category

- [Artificial Intelligence (AI) Software](https://www.getapp.co.nz/directory/1397/artificial-intelligence/software)

## Related Categories

- [Artificial Intelligence (AI) Software](https://www.getapp.co.nz/directory/1397/artificial-intelligence/software)
- [Document Management Software](https://www.getapp.co.nz/directory/284/document-management/software)

## Alternatives

1. [VideoExpress](https://www.getapp.co.nz/software/2079121/videoexpress) — 4.7/5 (6123 reviews)
2. [Anyword](https://www.getapp.co.nz/software/2057947/anyword) — 4.8/5 (391 reviews)
3. [Shelf](https://www.getapp.co.nz/software/109661/shelf) — 4.8/5 (106 reviews)
4. [CaseGuard](https://www.getapp.co.nz/software/2082179/caseguard) — 2.0/5 (1 reviews)
5. [Sesame HR](https://www.getapp.co.nz/software/2038315/sesame-time) — 4.3/5 (70 reviews)

## Reviews

### "Efficiency and exceptional customer service" — 5.0/5

> **Paul** | *25 January 2022* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Exceptional customer service - this team is incredibly responsive and very caring for the problems and challenges we are working through. Additionally, the secure document exchange features make it incredibly easy for us to request, receive, and distribute necessary documents and information to our clients.
> 
> **Cons**: Would love to see more integrations into current systems - I know this is on the roadmap for the FutureVault team, so we are looking forward to seeing integrations as they come out.

-----

### "Managing key client information and shared documents is a breeze\!" — 5.0/5

> **Stephen** | *3 August 2021* | Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: The ability to easily share and deposit documents with our clients directly in their vaults, in bulk, with the click of a few buttons is a complete game-changer for our internal workflows. By being able to securely distribute documents in bulk, we can focus more of our time on what actually matters... our clients :)
> 
> **Cons**: The continual addition of new feature sets and enhancements is always fun to see in our vault dashboard\! We'd love to see and to have the ability to set automated email reminders when documents do not get signed and returned after an extended period of time.
> 
> Using FutureVault has helped us improve our client onboarding significantly as well as being able to deliver documents to our clients in a safe and secure environment. In the nature of our business (real estate) there can be a lot of back and forth of information and documents and FutureVault has made it much easier for us to manage all of this in one place, streamline information requests (through things like checklists) and also allowed us to distribute document to new clients as soon as their Vaults are created - all of which has saved us an incredible amount of administrative time and improved operational efficiencies.

-----

### "FutureVault x Kismet Wealth Group Review" — 5.0/5

> **Victor** | *15 October 2021* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: We really loved the security features, along with the audit trail options. A big part of our business is collecting documents from our clients on an ongoing basis and collaborating with 3rd party professionals. Being able to centralize our document collection process and sharing process we have added more efficiency within our business and a higher level of client experience.
> 
> **Cons**: We do use the checklist feature quite a bit, however our model requires some reoccurring checklists, and this is not yet a feature, so hoping those developments come to the forefront.
> 
> Over all the team, platform, service and execution has been top notch\! Super excited to keep building our partnership with Future Vault

-----

### "Great solution for sharing my documents, files & photos" — 5.0/5

> **Raymond** | *17 October 2021* | Information Services | Recommendation rating: 10.0/10
> 
> **Pros**: Sharing files, photos and documents with a great variety of people \& scenarios. Great secure access from anywhere around the world.
> 
> **Cons**: All the features covered all my basic needs, however I'm sure as I further explore the capabilities I will run into new needs.
> 
> Being an “old timer” has always made me weary of new technologies. However after getting used to the smartphone technology and of its many apps, I have finally bought into the idea of electronic solutions. 

Being the family genealogist I have found so many uses for FutureVault. I use it to easily share among family members my large collection of restored family photos, and limit who can see what. I also keep a copy of my living will and other important documents which I share with my children, who have instant access to it if and when I make changes to it. 

If I ever lose my driver’s license, credit/debit cards, passport and other important documents, I have digital copies in the vault, so I or my surrogates have access to all the information we need to recover the numbers and details of each account. And when I’m in doubt, I have relied on their great customer support that always “holds my hand” and walks me through the solution of issues I might have. Thanks to the ease of use and superb technical support, I have become a strong believer in the great benefits of this tool.

-----

### "Executive Assistant Family Office Organization Tool" — 5.0/5

> **Nicole** | *7 March 2022* | Investment Management | Recommendation rating: 10.0/10
> 
> **Pros**: I can find documents from the past 10 years with a click of the button
> 
> **Cons**: It takes time to use the vault but it is worth it
> 
> Excellent customer service, quick at answering questions and addressing issues. Great tool for keeping us organized even when staff change over

-----

Page: 1 / 2\
Next: [Next page](https://www.getapp.co.nz/software/2049914/futurevault?page=2)

## Links

- [View on GetApp](https://www.getapp.co.nz/software/2049914/futurevault)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/collaboration-software/a/futurevault/> |
| en-AE | <https://www.getapp.ae/software/2049914/futurevault> |
| en-AU | <https://www.getapp.com.au/software/2049914/futurevault> |
| en-CA | <https://www.getapp.ca/software/2049914/futurevault> |
| en-GB | <https://www.getapp.co.uk/software/2049914/futurevault> |
| en-IE | <https://www.getapp.ie/software/2049914/futurevault> |
| en-NZ | <https://www.getapp.co.nz/software/2049914/futurevault> |
| en-SG | <https://www.getapp.sg/software/2049914/futurevault> |
| en-ZA | <https://www.getapp.za.com/software/2049914/futurevault> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp New Zealand has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.co.nz","url":"https://www.getapp.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.co.nz/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"FutureVault","description":"FutureVault is pioneering the Client Life Management Vault™, providing an AI-powered Digital Vault Platform-as-a-Service driving Intelligent Document Processing for financial institutions, wealth enterprises, advisors, their clients as well as management, operations, and compliance executives. FutureVault redefines how utilizing documentation and its embedded data via our Digital Vault platform is transforming enterprise workflow and the Advisor/Client relationship.\n\nFutureVault automates, aggregates, and centralizes client, advisor, and enterprise documentation (and data embedded within documentation) via bi-directional integrations and connections with other wealth tech providers. Data is extracted from documents in real time by leveraging private LLMs and OCR technology, where it is then accessible and utilized across the enterprise for various workflow and use cases, including sending critical document-data to an enterprise CRM or other databases. Our patented collaboration paradigm optimizes outcomes with trusted internal and external parties.\n\nFutureVault is certified as SOC 2 Type II and PCI DSS compliant and recognized as a 5-star WealthTech provider and a Top 100 Global WealthTech Innovator.\n\nFutureVault’s Digital Vault and Intelligent Document Processing Platform helps enterprise firms and institutions overcome document handling workflow and regulatory challenges while delivering a new relationship paradigm to Advisors and Clients with the following Platform capabilities and products: \n\nAI and Data Extraction ➜ Harness the power of AI and private LLMs to summarize documents, drive actionable insights, and extract critical data to power your workflow and enterprise-wide intelligence.\n\nDocument Automation &amp; Aggregation ➜ Automate, aggregate, and centralize Client, Advisor, and Enterprise documents (and their data) within a secure single source of truth. We leverage APIs and SFTP Bulk Uploads to ingest millions of documents (tax packages, tax slips, monthly statements, onboarding documents, financial plans, estate plans, trust documentations, etc)\n\n\nEnterprise Line of Sight &amp; Dashboarding ➜ Gain actionable insights and enterprise-wide line of sight across your Lines of Business and Advisor-Client relationships.\n\n\nAdvisor and Client Life Management Vaults ➜ Deliver more enterprise value with a unique digital experience that drives collaboration and engagement with clients, their next gen, and trusted third-parties.\n\nSecure Document Exchange Functionality ➜ Securely request, receive, distribute, and exchange critical documents across your organization and with clients.\n\nInformation Security &amp; Regulatory Oversight ➜ Improve enterprise-wide data security via bank-grade encryption while meeting regulatory data and document retention requirements.\nFutureVault is SOC 2 Type II and PCI DSS compliant.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/5e1f6187-9ec9-4d60-ba77-51eadc96d7c1.png","url":"https://www.getapp.co.nz/software/2049914/futurevault","@id":"https://www.getapp.co.nz/software/2049914/futurevault#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.co.nz/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":5.0,"bestRating":5,"ratingCount":9},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@id":"https://www.getapp.co.nz/software/2049914/futurevault#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Artificial Intelligence (AI) Software","position":2,"item":"/directory/1397/artificial-intelligence/software","@type":"ListItem"},{"name":"FutureVault","position":3,"item":"/software/2049914/futurevault","@type":"ListItem"}]}]}
</script>