Mandeville Private Client Inc. (“Mandeville”) is pleased to announce the launch of Mandeville Vault through its enterprise relationship with FutureVault, an industry leader in enterprise document management and digital vault solutions.
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“We are extremely excited to launch Mandeville Vault with Frank Laferriere and his talented team”
With Mandeville Vault, Mandeville is continuing in its commitment to enhance the advisor and client experience by providing a secure, white-labeled, digital vault platform integrated into its existing technology ecosystem. Mandeville Vault effectively improves the collaboration and relationship between advisors and clients by equipping them with a secure shared platform to manage information and documents better, together. In particular, clients are now able to receive, upload and share key files including onboarding documents, recurring client statements, market updates and communications, and financial services agreements, all in one centralized and secured environment.
“We’re looking forward to the impact our Mandeville Vault platform will have across our ecosystem in augmenting operational efficiencies, information security and the digital user experience for advisors and clients alike,” says Frank Laferriere, Mandeville’s Senior Vice President and Chief Operating Officer. “Mandeville Vault provides a competitive differentiator for our organization as it allows for the secure and seamless management and delivery of documents from our back office to advisors through to our clients and their families. We are able to improve information distribution at every single intersection to deliver the ultimate in client experience.”
A few key components of the Mandeville Vault include:
- Enterprise-grade security protocols and compliance features
- Single sign on integrations with existing technology platforms
- Automated document distribution and smart-filing technology
- Dynamic checklists to improve client interaction in delivering products and services
“We are extremely excited to launch Mandeville Vault with Frank Laferriere and his talented team,” commented Michael Bradley, Co-founder and CMO of FutureVault. “They have been incredible partners in building and launching this best-in-class platform for their advisors and clients. Their attention to detail, thoughtfulness and thought leadership have translated into a technology platform that improves operational efficiencies and manages risks so that advisors can focus their time and energy on growing their practice by deepening client relationships and growing clients’ wealth.”
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