Your clients' portfolios. Not your vendors' analytics.
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.
What you get
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.
The underlying cryptography
Every claim above is grounded in a specific primitive. Not marketing.
- →File encryption per-file with key wrapping into the message envelope
- →HMAC-signed claim links so a forwarded email can't be read by the wrong person
- →Per-vault L2 key isolation
Get on the waitlist.
We're onboarding financial advisory first. Read the architecture if you want detail.