San Francisco-based wealth and investment management firm Bailard has partnered with enterprise digital vault solutions provider FutureVault to unveil Bailard Vault.
The vault consists of a custom white-label portal and native mobile app on Android and iOS that offers secure access to documents for Bailard clients and the investment counsellors of the firm.
The move is part of the company’s goal to provide high-touch client service.
Bailard Wealth Management president Michael Faust said: “Partnering with FutureVault enables us to streamline and automate several key internal processes. From seamless client onboarding to prompt ongoing reporting, we can now provide crucial information faster and in a secure environment.
Bailard portfolio associate Austin Lastinger added: “We believe our clients’ success is our success, and are proud to offer a centralised, digital environment to access important materials and interact securely with us.”
FutureVault develops cloud-based document management solutions that enables organisations to manage their information better.
The company’s digital vault platform allows firms to manage document distribution and collaboration. It also enables end clients to digitise, deposit, store, and manage their information.
Commenting on the new partnership, FutureVault director of Customer Success Caroll Simmons said: “We are thrilled to be working with Bailard and we are delighted that they have entrusted FutureVault as their digital vault partner.
“By being able to empower the Bailard team through our technology, we’re able to support them with their commitment to delivering a best-in-class client experience.”
In 2015, V-Rooms launched the Family Office Vaults solution to address concerns about cyber security and the exchange of sensitive personal and financial information for the families of UHNW individuals.