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What is Granite?

Granite functions as a reliable storage solution for documents, designed specifically for households and solo entrepreneurs alike. It supports a wide array of file formats, including PDFs, scans, smartphone images, text documents, and email attachments, while efficiently identifying and extracting essential information like dates and financial figures, organizing records based on individuals, properties, vehicles, and tax years. The platform boasts compatibility with over 110 document types, encompassing tax documents, identity proofs, insurance papers, lease agreements, vehicle registrations, and medical files. Users can easily search through both content and context, with Granite Paid offering straightforward answers to common inquiries in clear English, complete with citations from the original documents. Accessible through web browsers and iPhones, the paid version enhances user experience by permitting email submissions, creating multiple document vaults, providing sharing capabilities, and securing emergency access. Furthermore, users are able to synchronize their documents with Dropbox, and the system includes a read-only API along with an MCP server that allows compatible assistants and tools to query vault contents. As an additional feature, users can conveniently download their entire vault as a ZIP file, containing all original documents, which guarantees both accessibility and security of their information. This all-encompassing service is designed to streamline the management of documents, making life easier for its users while promoting organization and efficiency. As such, Granite represents a valuable tool for anyone looking to maintain order in their important files.

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.

Media

No images available

Media

Integrations Supported

Claude Code
Claude Desktop
Codex CLI
Cursor
Dropbox
Model Context Protocol (MCP)
Raycast

Integrations Supported

Active Directory
Docusign
Salesforce
Yodlee
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$99/year
Granite Free costs $0 and includes up to 25 documents and 1 GB. Granite Paid is $99 per year through web signup, billed annually, with no document cap and 100 GB. The annual iOS in-app purchase is $129. Paid adds Ask, multiple vaults, email-in, Dropbox sync, sharing, and emergency access. There is no free trial.
Free Version

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
iPhone

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Granite

Company Location

United States

Company Website

granite.co

Company Facts

Organization Name

FutureVault

Company Location

Canada

Company Website

www.futurevault.com

Categories and Features

Document Management

Not specified

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

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