Managing the ever-increasing volume of documents for your personal life and business is often a haphazard, cumbersome, and time-consuming process, but it doesn’t have to be. FutureVault’s Digital Collaborative Vault makes it easy for your clients to securely store, organize and share the personal, financial and legal information that is most valuable to them, their family and their business.

The Digital Collaborative Vault is a white label SaaS solution designed to help you build trust, opportunity, and connection with your clients.

FutureVault will enable you to:

Strengthen Your Client Relationships
Offer a unique value-added service that enhances communication and collaboration and affords your clients ultimate peace of mind.

Maximize Your Business Potential
Differentiate your offering with a rich integrated service to attract, reward and retain clients, members, and employees.

Optimize Your Organization
Simplify business processes, reduce costs & better manage risk & compliance with efficient & secure business communications.

FutureVault is redefining communication and collaboration between organizations, clients and their network of trusted advisors (i.e.: accountants, financial advisors, lawyers, family members, etc.). Vault Holders deposit, store and manage important personal, financial and legal documents in a highly secure and intelligent interface across multiple entities like corporations, sole proprietorships, family trusts, etc.

FutureVault integrates with Orion to provide ease of access to your Advisors and Clients. Advisors can access the platform as an App on Orion Connect, while Clients can interact with their FutureVault directly within the Client Portal.

Learn More http://vip.futurevault.com/orion/