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

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

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

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

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

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

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

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

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

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

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

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