HB

Hunter B.

Junior Partner

Small-Business (50 or fewer emp.)

3/5/2022

"Family Office Management - FutureVault"

5/5

What do you like best about FutureVault?

I have been using FutureVault to manage all document flow and data management for over a year as a family office, and I don't know how I would survive without it now. The ability to have signed agreements, monthly statements, accounting, and legal information all organized in one place saves me a significant amount of time each day. Review collected by and hosted on G2.com.

What do you dislike about FutureVault?

Waiting on some necessary integrations like Salesforce, which I'm told should be coming online in the next few months - including salesforce and four eyes. This will make the tool even more helpful... Review collected by and hosted on G2.com.

What problems is FutureVault solving and how is that benefiting you?

As a family office we deal with a large number of money managers, investment advisors, accountants, lawyers, etc. And FutureVault allows me to consolidate all this information and review it in one place. Review collected by and hosted on G2.com.

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4.7 out of 5 · Verified reviews from real users

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