Encrypted Microsoft Teams alternative for wealth advisors.
Portfolio summaries, investment thesis docs, and onboarding KYC need encryption that the vendor can't read.
Why wealth advisors pick Koaich
Encrypted client meetings, encrypted file storage, and secure delivery to clients without Koaich.
How Koaich is different from Microsoft Teams
Microsoft Teams
- · Server-side encrypted (vendor holds keys)
- · Vendor can read your content
- · Recovery via vendor-held copy
- · Server-readable AI features
Koaich
- · End-to-end encrypted (you hold keys)
- · Vendor cannot read your content
- · Recovery via Shamir on your devices
- · Server-blind AI orchestration
Built for financial advisory
Portfolio summaries, investment thesis docs, and client-onboarding KYC forms are the kind of data that should never sit in a vendor's cleartext data lake. Koaich keeps them encrypted on every hop.
Encrypted client-meeting notes
With TTLs for short-term review docs. The discovery footprint of last quarter's draft shrinks by default.
Per-client vault isolation
Research, allocations, and meeting prep are siloed. One bad day for one vault is contained.
Encrypted file storage
For tax returns, statements, KYC docs. Per-file symmetric keys, wrapped into the message envelope.
Daily digest sends to clients without Koaich
Encrypted digest email with a 'claim and read securely' CTA. The body never sits in cleartext on any server.
Get on the waitlist.
We're onboarding wealth advisors first.