FutureVault · Wealth Management
Transforming financial documents with AI intelligence
FutureVault, a leading financial document management platform used by advisors and institutions to centralize critical client records, partnered with Agilno to add modern AI capabilities. We delivered a production-ready LLM-powered extraction workflow and rebuilt ingestion systems for an 8x performance lift, turning millions of documents into structured, usable data.
What we built
AI-powered document intelligence and high-performance ingestion
A production-ready, LLM-powered document intelligence layer: a private LLM extraction workflow that automatically identifies and pulls key fields from financial documents, paired with rebuilt ingestion systems that process and classify documents at enterprise scale — turning millions of records into structured, usable data with an 8x performance lift.
Challenge
Slow ingestion and stalled AI efforts limited document intelligence at scale
FutureVault needed a scalable way to extract meaningful data from thousands of advisor and client documents. Existing ingestion flows were slow, manual review was costly, and earlier attempts to introduce AI internally stalled due to complexity and limited engineering capacity. To support enterprise clients at scale, FutureVault required a modern, automated approach to document intelligence.
Our Approach
Agilno delivered FutureVault's first production-ready AI extraction workflow
Agilno worked as an embedded engineering partner to design and deliver FutureVault's first production-ready AI extraction workflow. The team rebuilt ingestion architecture for high-throughput processing, introduced a private LLM workflow for automated data extraction, and ensured the entire system was secure, accurate, and enterprise-ready. The result was a fast, reliable document intelligence layer that unlocks new value for advisors and institutions.
Core features
Building a custom document intelligence layer that unlocked new value for advisors and their clients.
A complete document intelligence layer for advisors, clients, and enterprises
AI-Driven Data Extraction
Automatically identifies and pulls key information from financial documents using private LLM workflows.
High-Volume Document Ingestion
Optimized ingestion pipelines process and classify documents significantly faster across multiple enterprise sources.
Centralized Document Management
Secure storage and organization for client, advisor, and enterprise documents in one unified vault.
Automated Filing & Tagging
Documents are sorted into structured folders and entity types based on business rules and metadata.
Multi-Party Collaboration
Clients, advisors, and back-office teams access shared documents with controlled permissions and audit trails.
Enterprise Compliance & Audit Readiness
End-to-end visibility and retention policies help firms meet regulatory, audit, and governance standards.
Smart Search & Retrieval
Instant access to files through metadata, tagging, and content-based search.
Secure Upload & Distribution
Documents can be uploaded, requested, shared, or distributed securely between stakeholders.
Workflow Automation for Advisors
Document receipt, reviews, approvals, and compliance tasks are streamlined with automated triggers.
Role-Based Access Controls
Granular permissions ensure each user only sees what they're authorized to access.
Event Logging & Activity Tracking
Every action is tracked for compliance, audit, and risk management.
Data Intelligence for Enterprises
Aggregated, anonymized insights from document activity support reporting and decision-making.
Advisor & Client Portals
Branded interfaces for wealth firms, advisors, and end clients to manage documents and tasks.
Faster document ingestion and processing after platform enhancements.
AI-powered extraction automatically identifies and pulls key fields from financial documents.
Enterprise-scale readiness for advisors, clients, and institutions across large portfolios.
We brought them in to bring in an expert lens on how we could integrate AI in the right direction, and they completely reimagined our product enablement.
From expensive onsite demos to a scalable 3D virtual sales platform
Replacing costly on-site product demos with a scalable, compliant 3D sales experience.
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