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	Client Performance Reports are automatically ingested into FutureVault, where all Client relationship documents are secured, stored, and centralized, making them accessible to Head Office, Advisors, and Clients.
Advanced Document Management	Single document view inside FutureVault, allowing for enhanced document management capabilities (associating contacts, sharing, tagging entities, viewing an audit trail, along with AI/LLM capabilities that include summarizing documents, auto-tagging documents, and extracting critical data from documents).
Enterprise/Head Office Dashboard	The Head Office dashboard provides a snapshot and overview of rolled-up Vault activity across all clients, advisors, staff, and even third-party users such as accountants, lawyers, and family members.