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Understanding SEC Rule 17a 4: Everything You Need to Know About Rule 17a-4...
The Securities and Exchange Commission (SEC) plays a very critical role in ensuring the integrity and transparency of the securities market. One regulation provisioned by the SEC is SEC Rule 17a4,...
View ArticleTwo Impending Challenges Facing the Financial Services Industry
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 unprepared or...
View ArticleFutureVault Lands Clifton Schaller as Chief Growth Officer
FutureVault appoints Clifton Schaller as Chief Growth Officer to lead the company’s corporate strategy and innovative growth. TORONTO, October 9, 2023 — FutureVault Inc. (“FutureVault”), an...
View ArticleVendor Due Diligence Guide: Evaluating Technology Vendors in 2024
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 place to meet...
View ArticleExclusive Interview: Unpacking Best-of-Breed AdvisorTech Solutions with...
With such an accelerating and dizzying rate of AdvisorTech options available, making the right technology decisions and developing the right strategy for building your advisor technology stack becomes...
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Secure File Requests, In-Review Documents, View-Only Collaborators, and More...
Last week, our team released several new updates and enhancements to the FutureVault platform to make managing your everyday workflow much easier. Below are some major highlights from this release...
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Key Findings from the 2023 WealthStack Study: How Technology Is Driving the...
The 2023 WealthStack Study unveils how technology is propelling the growth of wealth management firms and reshaping their strategies, with a major emphasis on firm-wide productivity, deepening client...
View ArticleDigital Vaults: The Linchpin of Client Life Management and Multi-Generational...
Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory...
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Specific File Requests, Advisor Contact Cards, View-Only Collaborators, and...
Well, here we are. We’ve made it. Our final product release of the 2023 calendar year and we’re proud to say that it’s a good one bringing several feature enhancements and new capabilities to the...
View ArticleClient Life Management: Delivering More Value and Building Generational Trust
A scan across the wealth management and financial services industry shows there is a growing movement of advisors looking to differentiate themselves by offering a more comprehensive, private wealth,...
View Article7 Proven Strategies to Win at The Great Wealth Transfer
Understanding The Great Wealth Transfer The Great Wealth Transfer refers to the intergenerational transfer of wealth and financial assets that is currently underway in the United States, Canada, and...
View ArticleFutureVault Named Best RegTech Startup in 8th Annual FinTech Breakthrough...
TORONTO, March 14, 2024 — FutureVault Inc. (“FutureVault”), an industry-leader in secure document exchange and digital vault solutions pioneering the Client Life Management Vault™ for financial...
View ArticleFutureVault Named Excellence Awardee for WealthTech Service Provider of the Year
Wealth Professional Canada (WP) magazine announced that FutureVault has been selected as an Excellence Awardee for WealthTech Service Provider of the Year for the third consecutive year in the 10th...
View ArticleThe Great Relationship Transfer: Thinking Beyond Assets
$84 trillion in assets… That’s how much wealth will be transferred from one generation to the next by 2045 according to Cerulli Associates. This transfer of wealth – The Great Wealth Transfer – marks...
View ArticleThe Financial Advisor of the Future: Are You Ready?
The role of the modern financial advisor as we know it is evolving–and for the better. McKinsey & Company analysts suggest modern financial advisors will become “more like integrated life/wealth...
View ArticleUnderstanding CRM2: Everything You Need to Know About CRM2
Client Relationship Model Phase 2, known as CRM2, is a regulatory framework put in place to improve transparency for Canadian investors. CRM2 regulation requires the creation, distribution, and access...
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