What is FutureVault used for?

FutureVault customers use (and love) our platform for an in a variety of different ways including: - Overall client file management that can serve as a client-facing solution - To automate the delivery of critical documents like monthly statements, tax documents, performance reports to clients - To manage books and records and for document retention purposes - To provide advisors and professionals with tools to secure exchange and collect documents from clients and their Trusted Advisors