Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
- Banks
Integrations
FutureVault has 35 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- AdobeSign Level 4
- AppCrown Level 5
- Axos Advisor Services Level 3
- Broadridge Level 3
- d1g1t Level 3
- DocuSign Level 5
- Fidelity (National Financial) Level 3
- G-Suite Level 4
- iCapital Level 3
- Investipal Level 3
- Microsoft Dynamics Level 3
- Microsoft OneDrive Level 3
- Ndex Systems Level 3
- Office 365 Level 4
- OneVest Level 2
- Outlook Level 4
- Salesforce Level 5
- Schwab Level 3
- SharePoint Level 3
- Wealthbox Level 4
- Yodlee Level 3
- Zapier Level 4
- Zephyr Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), Other
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, ID/PW, HTTPS
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides code samples in one language, Provides the ability to enter payloads and see responses against sample data in real time, Provides examples of successful and unsuccessful API calls
Developer sandbox URL
Yes
Sandbox endpoints
We create Developer Sandboxes based on customer/partner needs
