2024-04-18 19:53
Client Relationship Model Phase 2, known as CRM2, is a regulatory framework put in place to improve transparency for Canadian investors. CRM2 regulation requires the creation, distribution… Read More
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Product updates and new resources from the FutureVault blog to future proof your business and take transform your document management practices and workflows.
2024-03-28 18:41
The role of the modern financial advisor as we know it is evolving–and for the better.
McKinsey & Company analysts suggest modern financial advisors will become “more like… Read More
2024-03-27 18:02
$84 trillion in assets…
That’s how much wealth will be transferred from one generation to the next by 2045 according to Cerulli Associates.
This transfer of wealth –… Read More
2024-03-26 11:50
Wealth Professional Canada (WP) magazine announced that FutureVault has been selected as an Excellence Awardee for WealthTech Service Provider of the Year for the third consec… Read More
2024-03-14 17:48
TORONTO, March 14, 2024 — FutureVault Inc. (“FutureVault”), an industry-leader in secure document exchange and digital vault solutions pioneering the Client… Read More
2024-02-01 18:55
A scan across the wealth management and financial services industry shows there is a growing movement of advisors looking to differentiate themselves by offering a more comprehensive, privat… Read More
2023-12-21 18:44
Well, here we are. We’ve made it.
Our final product release of the 2023 calendar year and we’re proud to say that it’s a good one bringing several feature enhancements… Read More
2023-11-10 19:44
Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touc… Read More
2023-11-09 16:18
The 2023 WealthStack Study unveils how technology is propelling the growth of wealth management firms and reshaping their strategies, with a major emphasis on firm-wide productivity, deepeni… Read More
2023-11-06 19:49
Last week, our team released several new updates and enhancements to the FutureVault platform to make managing your everyday workflow much easier.
Below are some major highligh… Read More
2023-10-31 18:52
With such an accelerating and dizzying rate of AdvisorTech options available, making the right technology decisions and developing the right strategy for building your advisor technology sta… Read More
2023-10-16 12:39
From Registered Investment Advisors (RIAs) and Family Offices to Credit Unions and Community Banks, it’s important to have a well-defined technology vendor due diligence process in pla… Read More
2023-10-09 13:00
FutureVault appoints Clifton Schaller as Chief Growth Officer to lead the company’s corporate strategy and innovative growth.
TORONTO, October 9, 2023 — Futu… Read More
2023-09-26 13:04
The (entire) financial services industry is faced with two impending challenges that will undoubtedly hit institutions, advisory firms, and advisors like a freight train if they remain… Read More
2023-09-20 15:04
Platform Release V4.7 (September 2023)
Last week, our team released several new updates and enhancements to the FutureVault platform to make managing your everyday workflow much… Read More
2023-09-05 23:02
Digital Vaults have become a fundamental component in the modern technology stack within financial services and wealth management, moving away from a “nice-to-have” to an absolut… Read More
2023-09-05 13:29
Platform Release V4.6 (September 2023)
Last week, our team released several new updates and enhancements to the FutureVault platform to make managing your everyday workflow much… Read More
2023-08-10 00:03
According to Cerulli Associates, wealth transferred through 2045 will total an estimated $84.4 trillion. More than $53 trillion of this amount is estimated to be transferred from households… Read More
2023-08-10 00:00
Family Meetings are one of the most effective, tried-and-true approaches that can play an incredibly important role in helping advisors understand family dynamics, create an intergenerationa… Read More
2023-08-01 19:45
Platform Release V4.5 (August 2023)
Earlier this week, our team released several new updates and enhancements to the FutureVault platform to make managing your everyday workflow &hell…Read More
2023-07-27 17:15
Here at FutureVault, our team regularly gets asked about how our platform offers solutions to address the numerous challenges standing in the way of advisors and firms.
To respond to this… Read More
2023-07-11 21:03
The Securities and Exchange Commission (SEC) plays a very critical role in ensuring the integrity and transparency of the securities market. One regulation provisioned by the SEC is SEC Rule… Read More
Succession Planning For Financial Advisors: The Top 5 Most Important Success Planning Considerations
2023-07-05 20:45
With M&A activity continuing to blossom and the average age of financial advisors being well over the age of 50, succession planning for financial advisors is becoming an increasingly im… Read More
2023-06-28 01:40
Having a structured information management plan in place and providing family members with access to critical information and documents is a key component of any intergenerational continuity… Read More
2023-06-02 10:00
To effectively manage their unique and complex needs, Family Offices require a secure and structured Digital Vault to protect, store, access, share, and manage sensitive information, da… Read More
2023-06-01 16:37
The 9th Annual WealthManagement.com Awards, known as the “Wealthies”, has officially named FutureVault as a Finalist in the Technology Providers of the Year – Docu… Read More
2023-05-18 18:16
More than ever, institutions and advisors need to establish an intergenerational continuity plan to retain assets and family relationships.
In today’s rapidly changing economic and… Read More
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