Informa's Zephyr Announces Strategic Partnership and Integration with FutureVault
On April 19, 2023, Zephyr, a subsidiary of Informa, announced a strategic partnership with FutureVault, a leader in digital compliance solutions. This collaboration aims to integrate FutureVault's technology within Zephyr's investment management platform, enhancing compliance programs for investment professionals. The integration, scheduled for late Q2 2023, will facilitate automated digital document retention and secure exchange, addressing compliance guidelines set by the U.S. Department of Justice. Zephyr's platform will leverage FutureVault's Personal Life Management Vault, allowing clients to manage access to investment and other important documents securely. This partnership positions Zephyr to better serve wealth management professionals, aiming to improve efficiency and client engagement in the evolving investment landscape.
- Strategic partnership with FutureVault enhances Zephyr's compliance capabilities.
- Integration of FutureVault's technology scheduled for late Q2 2023.
- Automated document retention and secure exchange will improve workflow for investment professionals.
- FutureVault's Personal Life Management Vault adds value by allowing clients to manage their documents efficiently.
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Powerful digital vault technology enables an optimized workflow experience and a well-designed compliance program for investment professionals
In March of this year, the
FutureVault's innovative technology provides seamless digital document retention in a secured, organized environment. It's secure document exchange enables the automated delivery of statements and reports to clients and institutions.
"The new remote workplace for both investors and advisors has ushered in more forms of digital communication," says
FutureVault also offers expanded benefits for advisors through the company's Personal Life Management Vault™. These individual digital vaults can be assigned to clients to house their investment documents. In addition, other important documents can also be uploaded. The client manages access to their vault via entitlements.
"We see numerous applications for FutureVault's Personal Life Management Vault™. It serves to ensure firms, advisors, and clients have seamless access to critical information, data, and documents on demand. It also expands the client-advisor relationship, creating an unique engagement model for generational services," adds Volpe.
"We know all too well that firms and advisors are faced with a considerable amount of workflow challenges with respect to technology, making it difficult for them to properly scale," says
The Zephyr and FutureVault integration is scheduled for late Q2 2023.
FutureVault's CEO
Zephyr provides investment professionals access to timely information, exclusive research and comprehensive data to keep their clients' clients engaged and informed. Zephyr's wealth and asset management software consistently scores high among users for its ease of use, custom client presentation options, portfolio proposal generation, portfolio performance, asset allocation and ESG analysis tools. The Zephyr team is committed to ensuring their customers possess all the necessary resources to exceed their client's expectations.
About Zephyr
Zephyr's financial services solution enables wealth managers and advisors to fully manage client investment goals with communication tools to create custom, professional proposals and presentations that convey advisor strategies and success. The platform consistently scores high among users for its ease of use with valuable tools including presentation center, portfolio proposal generation, performance measurement, asset allocation modeling, research, analytics and ESG ratings and reviews. Visit ZephyrFinancialSolutions.com to learn more.
About
FutureVault is a market-leading provider of secure document exchange and Personal Life Management Digital Vault solutions purposely built for the financial services and wealth management industries. FutureVault's innovative, multi-tiered platform enables firms, advisors, and clients/households to manage information better, together. FutureVault offers a powerful white label solution that transforms the way organizations manage, store, and deliver documents and statements, meet information security and compliance requirements, and drive material operational efficiencies across front, middle, and back-office functions through automated workflows and integrations. FutureVault is recognized as a top 100 most innovative global WealthTech solution provider. Visit futurevault.com to learn more.
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SOURCE Zephyr, an
FAQ
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