Private Discord alternative for financial planners.
Client financial data is exactly the kind of content workspace tools shouldn't have access to.
Why financial planners pick Koaich
End-to-end encryption with keys you hold. We see ciphertext only.
How Koaich is different from Discord
Discord
- · 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 financial planners first.