FutureVault offers a flexible platform designed to meet the diverse needs of organizations—from individual users and family offices to large-scale enterprises. Understanding the structure and capabilities of each portal type is crucial for selecting the most suitable solution for your business.

FutureVault provides four distinct portal types:

• 1. Single Family Office(1-Tier)
• 2. Professional Portal (2-Tier)
• 3. Enterprise Plus Portal (3-Tier)
• 4. Enterprise Pro Portal (4-Tier)

  Choosing the Right Portal for Your Organization

Each portal is tailored to support different organizational structures and operational requirements. Here's how they compare:

1. Single Family Office(1-Tier)

Ideal For: Small companies, family offices, or individuals.
Description:
The Essential Portal is perfect for organizations looking for a simple yet branded document management solution. With this portal:

• Companies can customize the branding with their logo, colors, and a personalized URL.
• Roles: Owner, Co-owner and Collaborators (Regular, External and Full Access)
• Multiple vaults can exist under the same branded URL, each acting as a standalone space for document management. However, user can access as collaborators to multiple vaults.
• No predefined personal folder template.

Limitations:

• Admin Portal features are not available.
• Only standalone vault features are accessible.
• This setup is ideal for basic operations or family offices where only one vault is need it.

For details about standalone vault functionality and collaborator management, visit the Help Center.

2. Professional Portal (2-Tier)

Ideal for: Medium-sized businesses, financial advisors, and organizations that require team and client management.
Description:
The Professional Portal offers more robust features for companies needing administrative control and the ability to manage multiple vaults:

• Branded Experience: Full customization of URL, logos, colors, and icons.
• Admin Portal: Provides a centralized space to manage teams and create client vaults for individuals, organizations, or households.
• Corporate Vault: dedicated vault to organize company documents.  
• Standardized Folder Structure: Admins can define company-wide folder structures for client vaults to ensure consistency and efficiency.
• Private Folders: Allows companies to create private areas in the vault, visible only to the company team, for managing internal documents.
• Personal Folders: Offers clients the option to manage personal life documents alongside company documents.
• Collaborative Permissions: Teams and clients can collaborate and grant third-party access to certain vault areas.

Available Features:
Dashboard, AI, checklists, In-review processes, expiring document management, integrations and more. Some advanced features are available as add-ons.

3. Enterprise Plus Portal (3-Tier)

Ideal For: Larger organizations with hierarchical management structures and multiple teams or branches.
Description:
The Enterprise Plus Portal introduces multi-level management, allowing organizations to operate with both a head office and sub-portals:

• Head Office Admin Portal (Tier 3): A centralized portal for the head office to manage and share documents with key team members.
• Branch/Sub-Portals (Tier 2): Teams or branches operate their own portals to manage client vaults (Tier 1).
• Unified Branding: All tiers share the head office's branding for a cohesive user experience.
• Standardized Operations: Head office predefines folder structures for vaults at every level, ensuring consistency and simplifying workflows.
• Feature Management: The head office decides which features are accessible to sub-portals, streamlining operations and maintaining control.

Available Features:
Advanced features are available at the head office level, with customizable options for sub-portals. However, some features may not be accessible in this setup.

Note: While the 3-tier portal offers enhanced functionality by introducing sub-portals for better organization, not all features available in a standard 2-tier portal are accessible within sub-portals. For example, Quick Links and the Global Folders feature are not available in sub-portals.  

4. Enterprise Pro Portal (4-Tier)

Ideal For: Large enterprises requiring comprehensive control over multiple organizational levels and subsidiaries.
Description:
The Enterprise Pro Portal is designed for companies with complex needs and offers the highest level of management and integration:

• Corporate Vault (Tier 4): The head office has access to a corporate vault, providing centralized control and oversight.
• Automatic Access: Admins have automatic access to all corporate vaults and the vaults within each company under the umbrella portal.
• Multi-Branding: when navigating under each company portal the branding will change based on each portal type.
• Scalability: Supports large-scale operations while maintaining a branded and streamlined user experience.

Choosing the Right Portal for Your Organization

Selecting the appropriate portal type depends on your organization’s size, structure, and operational needs. FutureVault’s flexible solutions ensure that every company, from small family offices to large enterprises, can optimize document management and collaboration.

For more information about each portal type or to explore available features, contact our Customer Success