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What is FutureVault?

Discover the innovative ways leading financial services and wealth management firms are leveraging FutureVault to enhance compliance, optimize back-office operations, and provide exceptional value to clients, all while saving valuable time and resources. By digitizing and streamlining document workflows, you can minimize both security and compliance risks, fostering trust with clients and their families in the process. This approach not only boosts compliance and administrative efficiency but also equips your advisors and front office teams with added value that can significantly scale their workflow. Ultimately, adopting such solutions can transform the client experience while improving overall operational effectiveness.

What is Bancroft?

Bancroft is a cloud-based estate planning platform tailored for financial advisors, registered investment advisors (RIAs), and firms, which simplifies the creation and management of estate documents for client households. Advisors can invite clients to a personalized portal where guided questionnaires for each document automatically populate relevant household details. This solution is equipped to generate a range of state-specific legal documents, such as wills, revocable trusts, powers of attorney, HIPAA authorizations, and other essential papers, while also giving advisors a detailed dashboard to track document progress and outstanding tasks. Furthermore, it includes trust-funding workflows that enhance the efficiency of asset retitling, beneficiary updates, and deed assignments, complemented by draft letters awaiting advisor approval. Among its many functionalities, Bancroft provides a secure Digital Safe for safeguarding household records, supports trust modifications, and offers visual aids for blended families to understand potential outcomes based on the order of death of either spouse. Importantly, although Bancroft delivers these software tools, it does not operate as a law firm, and users are advised to seek personalized legal counsel outside of the platform for specific needs. Ultimately, with its comprehensive set of features, Bancroft aspires to improve the estate planning experience for both advisors and their clients, fostering a more structured and effective approach to estate management while ensuring that users have the necessary resources at their fingertips.

Media

Media

Integrations Supported

Active Directory
Docusign
Salesforce
Yodlee
Zapier

Integrations Supported

Wealthbox

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$299/month
Advisor is $299/month or $3,199/year billed annually; it includes one advisor, up to 25 wills and trusts per year, and unlimited POAs, HIPAA, and supporting documents. Growth is $499/month or $450/month billed annually and removes document caps. Firm is $799/month or $717/month billed annually, with one seat included and additional seats at $249/month. Enterprise is custom-priced. Optional charges include $199 deed recording and $299 individual attorney review.

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

FutureVault

Company Location

Canada

Company Website

www.futurevault.com

Company Facts

Organization Name

Bancroft Sysyems

Date Founded

2024

Company Location

United States

Company Website

usebancroft.com

Categories and Features

Document Control

Not specified

Document Generation

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Capture
Document Delivery
Document Indexing
Document Retention
Electronic Signature
File Recovery
Forms Management
Full Text Search
Optical Character Recognition
Print Management

Categories and Features

Estate Planning

Not specified

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