Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.
Description
Granite serves as a secure document repository tailored for both households and individual entrepreneurs. It accommodates a variety of file types including PDFs, scans, photos taken with smartphones, text documents, and email attachments, subsequently recognizing these documents and extracting key information such as dates and monetary values, while organizing records by individuals, properties, vehicles, and tax years. The platform supports over 110 types of documents, which range from tax paperwork and identity verification to insurance documents, leases, vehicle registrations, and medical records. Users benefit from the capability to search through content and context, with Granite Paid providing answers to straightforward questions in plain English, complete with references to the original source. Accessible via web browsers and iPhone, the paid version enhances functionality by allowing email submissions, multiple document vaults, sharing options, and emergency access. Additionally, users can synchronize their files with Dropbox, and the system features a read-only API and MCP server that enable compatible assistants and tools to inquire about vault contents. As an added convenience, users can download their entire vault as a ZIP file containing all original documents, ensuring their information is both accessible and secure. This comprehensive service aims to simplify document management for its users.
API Access
Has API
Yes
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Active Directory
Yes
Claude Code
No
Claude Desktop
No
Codex CLI
No
Cursor
No
Docusign
Yes
Dropbox
No
Model Context Protocol (MCP)
No
Raycast
No
Salesforce
Yes
Integrations
Active Directory
No
Claude Code
Yes
Claude Desktop
Yes
Codex CLI
Yes
Cursor
Yes
Docusign
No
Dropbox
Yes
Model Context Protocol (MCP)
Yes
Raycast
Yes
Salesforce
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$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 Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
FutureVault
Country
Canada
Website
www.futurevault.com
Vendor Details
Company Name
Granite
Country
United States
Website
granite.co
Product Features
Digital Asset Management
Asset Categorization
No
Asset Library
No
Asset Sharing
No
Brand Control
No
Customizable Branding
No
File Conversion
No
Metadata Management
No
Mobile App
No
Reporting/Analytics
No
Search Within Document
No
Search/Filter
No
Version Control
No
Watermarking
No
Workflow Management
No
Document Control
Archiving & Retention
No
Automated Routing
No
Change Management
No
Compliance Management
No
Electronic Signature
No
Escalation Management
No
Periodic Review
No
Version Control
No
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
Yes
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
No
Forms Management
Yes
Full Text Search
Yes
Offline Access
No
Optical Character Recognition
Yes
Print Management
Yes
Version Control
No
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No