Recent articles

• Enhanced Email Templates Across the Platform

  This update includes a broad refresh of email templates across the FutureVault platfor...

• Platform Improvements, Accessibility Updates & Bug Fixes

  This update includes a broad set of platform improvements and fixes designed to enhanc...

• New Financial Snapshot Dashboard Experience for Vaults

  Organizations can now display household Financial Snapshot information directly inside...

• Expanded Workflow Permissions for Representatives

  Organizations can now give selected Representatives access to manage vault creation an...

• How to Manage Notifications (Bell and Email)

  Roles: Vault Owner, Co-owner, Collaborator | Portal Type: All Portals You can control...

• Stability Improvements Across Contacts, Share Links, and Audit Logs

  Small fixes, big impact. Enhanced reliability and usability across contacts, sharing, ...

• Share Links: Share Live Folders That Stay Up to Date

  Share once and stay current. Folder Share Links now reflect real-time updates, includi...

• Vault Retention Hold for Secure Data Management

  Ensure secure, compliant handling of vault data with a structured retention process an...

• Change your Primary Email

  Roles: Vault owner, Co-owner, Collaborators | Portal Type: All Portals You can update...