FutureVault Reviews & Product Details

I have been using FutureVault to manage all document flow and data management for over a year as a family office, and I don't know how I would survive without it now. The ability to have signed agreements, monthly statements, accounting, and legal information all organized in one place saves me a significant amount of time each day. Review collected by and hosted on G2.com.

Waiting on some necessary integrations like Salesforce, which I'm told should be coming online in the next few months - including salesforce and four eyes. This will make the tool even more helpful... Review collected by and hosted on G2.com.

That we can find any document over the past few years. We can have our stakeholders send documents directly to the vault. we can share large files with people from the vault. Review collected by and hosted on G2.com.

Filing the documents but they have it this way for security reasons. Review collected by and hosted on G2.com.

Templated taxonomy combined by customizing for the SFO needs.

sharability with Trusted Advisors including document history and audit trail Review collected by and hosted on G2.com.

Some service providers (with their firewall security) do not accept emails from the Vault. A few tweaks but I hear they're being resolved in the next version. Review collected by and hosted on G2.com.

The best thing I have used recently is Future Vault it is so handy to use without much worries. I easily share my data, confidential documents with my clients. The process is so Hassel free. It is similar to storage facility like drives. But I find it quite more interesting than other apps bcoz of few different features it supports.By being able to securely acess my documents, and Hassel free, I can easily have confedntial things kept here. Review collected by and hosted on G2.com.

Very nice App, much better than I thought it would be. Few new features can be introduced which I have used in other like notification for unread and newly or any updated documents. Review collected by and hosted on G2.com.

Its allows me to oragnize my documents in a way that i know is safe and secure. Easy acess whenever I need them. Review collected by and hosted on G2.com.

In terms of dislike its not much on the functionality, but would be cool to see a more up to date ux Review collected by and hosted on G2.com.

The FutureVault team is very responsive to any customer inquiries. They love to think outside the box and get feedback on how to make their product better. It's truly a collaborative experience leading to mutual success. Review collected by and hosted on G2.com.

There are current limitations to the product which ultimately limit the user experience. I'm confident any limitations will be addressed in future product development release cycles. Review collected by and hosted on G2.com.

Future Vault delivers a collaborative, secure document-sharing experience while maintaining a user-friendly environment. We were excited that they offered a highly customizable taxonomy as well as guidance to create the digital ecosystem that fits our firm. We have appreciated the help center, webinars, and Zoom check-ins with Brittani and Caroll! Our clients are not only uploading essential documents but also organizing their financial planning items, taxes, insurance, legal and more. Review collected by and hosted on G2.com.

I would like to see notifications in the vault not only when I upload a document but also when clients upload a document. While I do receive an email notification, it would be nice to see a drop-down in the vault that says I have unread or new items to view for a specific client. Review collected by and hosted on G2.com.

The ability to easily share and deposit documents with our clients directly in their vaults, in bulk, with the click of a few buttons is a complete game-changer for our internal workflows. By being able to securely distribute documents in bulk, we can focus more of our time on what actually matters... our clients :) Review collected by and hosted on G2.com.

The continual addition of new feature sets and enhancements is always fun to see in our vault dashboard! We'd love to see and to have the ability to set automated email reminders when documents do not get signed and returned after an extended period of time. Review collected by and hosted on G2.com.

Easy way to organize our documents.

We are using value to store and access our important/confidential documents.

Very responsive support team. Review collected by and hosted on G2.com.

There are no corns, but the only concern is that UI should be a little bit clear. Review collected by and hosted on G2.com.

Security of future vault & encoded data policy. Review collected by and hosted on G2.com.

Nothing as of now. Good to have more upcoming features though. Review collected by and hosted on G2.com.