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BlueRock Wealth Management partners with FutureVault

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BlueRock Wealth Management is offering FutureVault’s Digital Collaborative Vault – called the BlueRock Vault – as an exclusive service to its executive and high-net-worth clients.

The BlueRock Vault was introduced today at a private client event, where attendees received free access to their new personal information management platform. The new service will allow BlueRock clients to securely deposit, store and manage important financial, legal and personal documents. FutureVault’s patent-pending Trusted Advisors feature will enhance the sharing and fiduciary tracking of vital documents between BlueRock clients and staff in addition to a client’s external network of Trusted Advisors (ie lawyers, accountants, insurance brokers, etc.) providing complete transparency and new levels of trust.
 
“While the transition to digital documents has made sharing documents infinitely easier, managing disparate accounts in a secure fashion has become laborious. How many times have you gone hunting for an email attachment or important document?” says Neal Owen, President, BlueRock Wealth Management. “What BlueRock is now offering, using FutureVault’s platform, is a one-stop destination that acts as an intelligent filing cabinet for all of our clients’ important financial, legal and personal documents. The professional, secure and diligent management of our clients’ assets is our top priority – now, we’re helping protect our clients’ information with the same steadfast approach as their assets.”
 
The BlueRock Vault will be available to select members via the BlueRock Wealth Management site. Members can access their important information at any given time. Additional key features include bank-grade security and privacy, optical character recognition (OCR) with smart-filing technology, pre-configured digital filing cabinet with a flexible infrastructure for folders, documents and document forms.
 
“Executives and high-net-worth families have unique needs when it comes to document storage and management. With our highly structured taxonomy, ease of use, and our Trusted Advisor functionality, BlueRock clients now have access to a platform that will forever change the way they do business,” says G Scott Paterson, Executive Chairman, FutureVault. “The BlueRock Vault will become an indispensable tool that will save clients not only time, but will provide peace of mind that all of their documents are organised, secure and easily accessible at all times.”

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