FutureVault is a digital vault platform built for wealth management — broker-dealers, RIAs, family offices, banks and credit unions — giving each client a long-term, white-labeled home for their documents. It's sold through enterprise quotes with no published pricing. That suits a large firm rolling a vault out to thousands of clients, and sits awkwardly with a small advisory or accounting practice that just needs to collect and share documents securely.
By the ClientBrief Team · Last updated October 2026
FutureVault's pricing page is a quote request form, so there's no way to price it without a sales process. Its public review footprint is small — 14 reviews on G2 and 9 on Capterra — and the gaps reviewers have mentioned sit on the collection side: no recurring checklists and no automated reminders for unsigned documents. If what you actually need is to get documents from clients reliably, ClientBrief does that for $7.99/month flat, with automatic reminders and no client login.
FutureVault is designed to be each client's long-term document home, so leaving it means deciding where that storage will live and moving each client's documents there — a project to plan, not a weekend job. Collection can move first: start sending new document requests through ClientBrief while the storage question is settled, so clients see one simple link instead of a second portal.
If you need a secure client file-sharing platform: ShareFile is the most widely used general-purpose option, at $16.50, $26 or $35 per user per month on annual billing (Advanced, Premium, Enterprise), each with a 3-user minimum — and unlimited client users on every plan, so you pay only for your own staff.
If you want document management with a branded client portal: SmartVault's Business Pro plan is $65 per user per month on annual billing ($85 monthly) with a 3-user minimum, and includes unlimited cloud storage, a custom-branded client portal, unlimited clients and external collaborators, and document requests.
If you want automatic document filing plus client communication: Liscio's File Intelligence plan ($19 per user per month, billed annually) classifies documents automatically, and the $49 Platform plan adds the client-workflow layer. It's built mainly for accounting firms.
If you need structured intake forms: Content Snare runs checklist-and-form requests with conditional logic, from $35/month on annual billing for 2 users and 20 active requests, up to $119/month for 100 active requests.
If you just need documents collected: ClientBrief ($7.99/month flat) sends one checklist, clients upload without an account, and reminders go out automatically. There's no vault or long-term client storage — it's collection only.
The honest caveat: none of these replicates what makes FutureVault distinctive for large wealth firms — a white-labeled long-term vault for every client, CRM integration at scale, and its AI tooling. Broker-dealers and banks comparing like-for-like should evaluate other enterprise vault vendors. These alternatives are for firms that want published pricing and a lighter tool.
How much does FutureVault cost?
FutureVault doesn't publish prices. Its pricing page is a form that leads to an enterprise quote, and third-party directories list no figures either. Budgeting it means going through a sales conversation.
Who is FutureVault built for?
Wealth management firms: Canadian investment dealers, FINRA broker-dealers, RIAs, family offices, banks and credit unions. It's made by FutureVault Inc. in Toronto. Accounting firms aren't a target segment — in FutureVault's own materials, accountants appear as people a client can share their vault with.
What is the best FutureVault alternative for a small advisory firm?
For general secure file sharing, ShareFile — from $16.50 per user per month on annual billing with unlimited client users. For document management plus a branded portal, SmartVault Business Pro at $65 per user per month annual, with a 3-user minimum. For collecting documents from clients and nothing else, ClientBrief at $7.99/month flat.
Does ClientBrief replace FutureVault?
No. ClientBrief has no client vault, long-term storage, white-labeling or CRM integration. It replaces the collection job — getting documents from clients without a portal login, with automatic reminders — at a fraction of an enterprise contract.
Is FutureVault still actively developed?
Yes. It publishes quarterly product updates — the Q3 2026 update is dated October 6, 2026 — and launched AI agents in September 2026 after earlier 2026 releases of an AI insights engine and an AI orchestration layer. It raised an additional US$3 million in equity in March 2025.