
Integrations
FutureVault
FutureVault automates, aggregates, and centralizes Client, Advisor, and Enterprise documentation and extracts critical data via LLMs and OCR, driving insights, intelligence, workflow, and engagement at scale.
Automated Report Distribution |
|
---|---|
Advanced Document Management |
|
Enterprise/Head Office Dashboard |
|
Authentication |
|
---|---|
Capabilities |
|
Frequency |
|
Required Access Level |
|
Transmission Type |
|
Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration GuideRequest the integration
In order to set up the FutureVault and Addepar Integration, you will need to have the proper access on both applications.
Connect Addepar to FutureVault
Ensure the API credentials and Firm Name / ID are filled out to initiate the connection