# FutureVault Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about FutureVault Software - reviews, pricing plans, popular comparisons to other Document Management products and more.

Source: https://www.capterra.com/p/228552/FutureVault/pricing

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# 

 FutureVault Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

FutureVault

## What is FutureVault?

FutureVault is pioneering the Client Life Management Vault™, providing an AI-powered Digital Vault Platform-as-a-Service driving Intelligent Document Processing for financial institutions, wealth enterprises, advisors, their clients as well as management, operations, and compliance executives. FutureVault redefines how utilizing documentation and its embedded data via our Digital Vault platform is transforming enterprise workflow and the Advisor/Client relationship. FutureVault automates, aggregates, and centralizes client, advisor, and enterprise documentation (and data embedded within documentation) via bi-directional integrations and connections with other wealth tech providers. Data is extracted from documents in real time by leveraging private LLMs and OCR technology, where it is then accessible and utilized across the enterprise for various workflow and use cases, including sending critical document-data to an enterprise CRM or other databases.

## What is FutureVault used for?

[Document Management](https://www.capterra.com/document-management-software/)[Artificial Intelligence](https://www.capterra.com/artificial-intelligence-software/)

Overall rating

Based on 9 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### FutureVault

5.0 (9)

VS.

[4.7 (4,165)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting Price

Contact vendor

Starting Price

$19.99

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (9)

Ease Of Use

4.6 (28,694)

Value For Money

5.0 (8)

Value For Money

4.3 (20,290)

Customer Service

4.9 (8)

Customer Service

4.3 (18,335)

## FutureVault alternatives

[4.7 (9,256)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting price

$15.00

Per User, Per Month

[4.6 (5,044)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)

[4.7 (28,771)](https://www.capterra.com/p/160756/Google-Docs/reviews/)

Starting price

$6.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/160756/Google-Docs/)

Highest Rated

[Google Drive](https://www.capterra.com/p/161425/Drive/)

[4.8 (28,420)](https://www.capterra.com/p/161425/Drive/reviews/)

Starting price

$7.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/161425/Drive/)

[View all alternatives](https://www.capterra.com/p/228552/FutureVault/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Collaboration Tools

5.0 (4)

25.00% of 4 reviewers that rated this feature as important or highly important

Provides a channel for team members to share media files, communicate, and work together

Access Controls/Permissions

5.0 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Compliance Tracking

5.0 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Track and report regulatory data to either internal management or external stakeholders

Document Classification

5.0 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Document Storage

5.0 (3)

0.00% of 3 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Full Text Search

5.0 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Search for specific words or phrases within a document or database

FutureVault 42 features

Define levels of authorization for access to specific files or systems

Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Highlight content and/or make notations about parts of content

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

A record of all activities within the system, including user access, changes made, etc.

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Track and report regulatory data to either internal management or external stakeholders

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Add customized logos and colors to align with company branding

Pre-designed layouts that can be customized to match preferences and requirements

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Import and export data to and from software applications

Automated or logic-based workflows that assist in the creation of electronic documents

Scan, move or upload electronic files within the software's repository

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Makes changes to document features such as text, fonts, formatting, etc.

Review and analyze existing information across documents

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Digitally sign online documents

Recover lost, deleted, or damaged files

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage and track all forms in a centralized location

Search for specific words or phrases within a document or database

Enable businesses to implement machine learning algorithms on business data such as sales and revenue

Retrieval of embedded metadata that is present within a file

Access software remotely via mobile devices

Process and analyze human language in text or audio form

Ability to recognize printed or written text within digital images or scanned documents

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.9 (9)

4.9

Based on 9 reviews

## Pricing

Value for money

5.0 (8)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

5.0 (8)

5.0

Based on 8 reviews

## Integrations

[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[

Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[

Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[

Orion Law](https://www.capterra.com/p/15576/Orion/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (8)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (8)

4.9

Based on 8 reviews

## User reviews

Overall rating

5.0

Based on 9 reviews

Filter by rating

5(9)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

NK

Nicole K.

Executive Assistant

Investment Management

### "Executive Assistant Family Office Organization Tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 7, 2022

Excellent customer service, quick at answering questions and addressing issues. Great tool for keeping us organized even when staff change over

Pros

I can find documents from the past 10 years with a click of the button

Cons

It takes time to use the vault but it is worth it

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

HS

Hunter S.

Junior Partner

Executive Office

### "FutureVault is an exceptional product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

March 5, 2022

Pros

Best product I have ever used for managing documents and data flow within a family office.

Cons

Waiting on some key integrations which I'm told are coming very soon!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PG

Paul G.

Founder, Intake Specialist

Financial Services

### "Efficiency and exceptional customer service "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 25, 2022

Pros

Exceptional customer service - this team is incredibly responsive and very caring for the problems and challenges we are working through. Additionally, the secure document exchange features make it incredibly easy for us to request, receive, and distribute necessary documents and information to our clients.

Cons

Would love to see more integrations into current systems - I know this is on the roadmap for the FutureVault team, so we are looking forward to seeing integrations as they come out.

Switched from

[Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)

[Google Drive](https://www.capterra.com/p/161425/Drive/)

We needed a more secure, structured, and multi-directional document exchange platform with distinct environments (Vaults in the case of FutureVault) for our reps and clients.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RS

Raymond S.

Retired

Information Services

### "Great solution for sharing my documents, files & photos"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 17, 2021

Being an “old timer” has always made me weary of new technologies. However after getting used to the smartphone technology and of its many apps, I have finally bought into the idea of electronic solutions. Being the family genealogist I have found so many uses for FutureVault. I use it to easily share among family members my large collection of restored family photos, and limit who can see what. I also keep a copy of my living will and other important documents which I share with my children, who have instant access to it if and when I make changes to it. If I ever lose my driver’s license, credit/debit cards, passport and other important documents, I have digital copies in the vault, so I or my surrogates have access to all the information we need to recover the numbers and details of each account. And when I’m in doubt, I have relied on their great customer support that always “holds my hand” and walks me through the solution of issues I might have. Thanks to the ease of use and superb technical support, I have become a strong believer in the great benefits of this tool.

Pros

Sharing files, photos and documents with a great variety of people & scenarios. Great secure access from anywhere around the world.

Cons

All the features covered all my basic needs, however I'm sure as I further explore the capabilities I will run into new needs.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

VG

Victor G.

Managing Partner

Financial Services

### "FutureVault x Kismet Wealth Group Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 15, 2021

Over all the team, platform, service and execution has been top notch! Super excited to keep building our partnership with Future Vault

Pros

We really loved the security features, along with the audit trail options. A big part of our business is collecting documents from our clients on an ongoing basis and collaborating with 3rd party professionals. Being able to centralize our document collection process and sharing process we have added more efficiency within our business and a higher level of client experience.

Cons

We do use the checklist feature quite a bit, however our model requires some reoccurring checklists, and this is not yet a feature, so hoping those developments come to the forefront.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LV

Liam V.

Videographer

Media Production

### "FutureVault makes document storage very safe and convenient."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 4, 2021

Pros

The best thing about this software is how convenient it is to find my documents and how simple it is to share with key people such as family, financial advisors, and colleagues.

Cons

I'm looking forward to seeing new product features in the future than further the convenience of FutureVault's platform.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KV

Kyle V.

Content Producer

Media Production

### "FutureVault makes my life easier"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 4, 2021

FutureVault makes my life easier. It's an extremely convenient way for me to provide family members and other service professionals access to select documents they need and they've saved me a ton of time by having everything I need accessible to me in one place.

Pros

FutureVault makes it easy to manage my financial documents for whatever I need it for. It's super convenient knowing where everything is, which saves time for me and my advisor.

Cons

looking forward to seeing the next version and new product features.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LM

Leah M.

Leasing Specialist

Real Estate

### "Easy way to view and access financial documents"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

August 3, 2021

So far, my overall experience with FutureVault has been great. I trust their platform and prefer being able to share and access my important financial documents in the vault instead of by email or some other method. It's given me a little bit of peace of mind knowing exactly where I can find my documents when I need them.

Pros

My financial advisor starting using FutureVault about 10 months ago as a way to start delivering and sharing documents like my investor earning reports, market updates, etc. It's been a really great and easy way for me, as an end-client, to securely access and view important financial documents all in once place.

Cons

At first the initial onboarding was a bit slow but now that I'm up to speed and familiar with it, it's incredibly useful and I'm actually in disbelief that my advisor was using email in the past to deliver my documents.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SB

Stephen B.

Co-founder & President

Real Estate

### "Managing key client information and shared documents is a breeze!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 3, 2021

Using FutureVault has helped us improve our client onboarding significantly as well as being able to deliver documents to our clients in a safe and secure environment. In the nature of our business (real estate) there can be a lot of back and forth of information and documents and FutureVault has made it much easier for us to manage all of this in one place, streamline information requests (through things like checklists) and also allowed us to distribute document to new clients as soon as their Vaults are created - all of which has saved us an incredible amount of administrative time and improved operational efficiencies.

Pros

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 :)

Cons

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.

Reasons for choosing FutureVault

We decided to move forward with FutureVault for three primary reasons. First, they're known and reputable in the financial services industry. Second, the Vault as a document repository for organizational and end-client documents was a must-have, while the additional features were really the game-changer. Lastly, their customer experience/success team is absolutely incredible to work with!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/228552/FutureVault/reviews/)

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