For the difference in digital wealth management
Increase efficiency and security in the management of asset data and create a modern customer experience. Our platform enables the confidential exchange and audit-proof storage of sensitive information - GDPR-, DSG- and DORA-compliant.
100+ financial institutions already trust us
Confidential information? Secure document exchange for discreet customer communication
Maximum security for every data transfer
All documents relating to sensitive customer and financial data are automatically encrypted end-to-end when sent and received. This protects your customers' highly sensitive financial data and confidential documents from unauthorized access.
Individual, protected upload & download areas for clients - without creating an account
Create a personal, secure data room for each customer. Access is secure and convenient via a link with two-factor authentication. This makes it easy for clients to access the customer area to upload and download sensitive documents.
More efficiency & minimized risk of errors
Incomplete application sections are a thing of the past: The integrated completeness indicator ensures that mandat:innen submits all requested documents in full before the processing procedure continues. This means you are no longer slowed down by incomplete dossiers and manual email exchanges - for 60% faster case processing.
Confidential, customized management of customer cases
Individual client cases are created and managed flexibly via a central workspace for your client advisors. This allows you to keep track of all mandates and the associated documents at all times.
Secure digital delivery of documents - directly to your customers' end-to-end encrypted and audit-proof personal mailboxes
Secure, digital document delivery for all clients
Provide your customers with an individual, secure digital mailbox where they can access their personal wealth documents and reports at any time - securely, conveniently and paperless. The Postbox reduces document processing costs by up to 70%.
Secure logging of every document transmission
Full traceability is guaranteed for every document thanks to automatic audit trails, proof of delivery and proof of reading - for complete transparency and as proof against internal and regulatory requirements. In addition, transmitted documents are stored permanently and unalterably in the mailbox.
Always informed - automatically and in real time
Clients are automatically informed about newly added documents. This ensures that no important documents are overlooked - for seamless and transparent communication.
Simple authentication thanks to single sign-on
Thanks to SSO, your clients can access their individual mailbox directly and securely. This ensures security while reducing login hurdles - for secure, seamless access.
How data security works in wealth management - flexible, scalable and future-proof
Protect sensitive data, transform processes
With the SecureData Platform, you can store, manage and archive all sensitive mandate and asset documents - protected, centralized and audit-proof, and fully compliant with regulatory requirements such as the GDPR and FINMA guidelines.
Tailor-made and seamlessly integrated into existing systems
Whether document exchange, one-sided document dispatch, secure management of customer documents or password management: integrate all the modules you want seamlessly into your existing customer portals and systems via our APIs. Our flexible SDKs also offer you the flexibility to build specific solutions tailored to your needs.
Fine-tuned access rights for your team
Define individual access rights for consultants, compliance teams or assistants - at mandate, department or document level. This ensures that access remains traceable and controllable at all times.
Future-proof & scalable: grow with confidence
Thanks to the multi-tenant architecture of our solutions, there are virtually no limits to your growth. Create the basis for your customers' long-term trust - we support you in reliably meeting regulatory requirements, even with increasing volumes.
Our case studies
Discover in our case studies how leading companies have used our solutions to increase their security, optimize processes and achieve their data management goals with compliance, precision and control.
Secure, fast, paperless: how BEKB is revolutionizing its processes with our solutions
By integrating the Postbox into the customer portal of Berner Kantonalbank (BEKB), the bank has succeeded in advancing its digital approach to various customer groups: Our solution simplifies and secures document delivery, reduces paper consumption and ensures compliance with legal retention requirements.
VZ Safe: Digital security for important documents
To optimize its digital services, VZ Depotbank integrated VZ Safe, developed with DSwiss technologies, into its financial portal. VZ customers thus benefit from a digital safe for sensitive documents, a password manager and a digital mailbox for the secure, legally compliant receipt of bank documents, which they can access quickly at any time and on any device thanks to single sign-on integration (SSO).
How companies protect digital valuables with SecureSafe
Find out how SecureSafe helps companies to securely manage digital valuables such as passwords and documents. As a white label solution, SecureSafe not only strengthens data security, but also customer loyalty through innovative, trustworthy digital services.
Secure solutions you can rely on
Start securely and easily into the digital future now: rely on a platform that has been developed to meet the highest banking-standard security and data protection standards - without any additional effort on your part.
GDPR & DORA compliant- Highest quality & safety standards
- Developed & hosted in Switzerland
Our security features:
All-round protection for sensitive client data
Data protection
End-to-end encryption & zero-knowledge policy for maximum confidentiality
In the wealth management sector, the protection of sensitive client data - such as assets, portfolios or tax information - is crucial for the trust of your clients. Thanks to end-to-end encryption and the consistent implementation of our zero-knowledge policy, all information remains fully protected at all times - even from us as the platform provider. This allows you to eliminate data protection risks right from the start.
ISO-27001-zertifiziert
Tested safety according to international standards
As an asset manager, you are obliged to adhere to the highest security and compliance standards. Our solutions are certified in accordance with ISO 27001 and therefore meet globally recognized standards for information security management systems (ISMS). For you, this means tested security and trust - even in the event of particularly strict internal and external audits.
Made and hosted in Switzerland
Swiss quality and data sovereignty for your wealth management
All data is stored in Switzerland - in certified data centers, in compliance with the strictest local data protection laws. The combination of Swiss precision, transparency and technical excellence guarantees you as an asset manager uncompromising security for your sensitive client information - and strengthens the trust of your clients in the long term.
Why companies rely on us
Find out how our solutions make the difference for our customers
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Reliable protection for sensitive customer data
"With the password and file safe from DSwiss, we offer our customers a secure way to protect their most valuable photos, data and passwords. By combining comprehensive insurance cover with additional services, we not only help our customers in the event of a claim, but also enable them to protect themselves against cyber risks in the best possible way. Both our customers and we appreciate the high security standards, reliability and user-friendliness of the digital safe, which is why we have been working closely with DSwiss for over 7 years."
Thomas Sonderegger
Head of Product Management
What sets our solutions apart:
Maximum security, seamless integration, easy scalability
Data security
Security by design for confidential asset data
Discretion and data protection are top priorities in wealth management. Our solutions follow a consistent security-by-design philosophy: end-to-end encryption, zero-knowledge architecture and triple-redundant data storage ensure that sensitive client data - such as asset overviews, tax documents or contracts - is protected to the maximum at all times. This allows you to permanently secure the trust of your most demanding clients.
Easy to integrate
Seamless integration into your existing systems
Our powerful APIs allow you to easily integrate the solution into existing systems, such as client platforms. This means that existing and functioning processes and workflows in wealth management are retained - and you benefit from greater security and efficiency at the same time.
Individual & scalable
Tailor-made solutions for growing customer requirements
Whether you are a boutique asset manager or an international family office, our platform is scalable and customizable - to suit your business model, client base and regulatory requirements. The solution grows with your company and supports you in meeting increasing expectations in the areas of data security and digitalization.
Optimize your processes - simply, securely, efficiently
Rely on a solution that is used by leading financial service providers: Protect sensitive client data to the highest standards and ensure smooth processes within your team and with your clients. Our solution grows with your company and new regulatory requirements - for a sustainable, digital strategy in wealth management.
- Fast implementation
- Intuitive use - for you & clients
- Flexibly scalable SaaS solution
Rely on a solution that is used by leading financial service providers: Protect sensitive client data to the highest standards and ensure smooth processes within your team and with your clients. Our solution grows with your company and new regulatory requirements - for a sustainable, digital strategy in wealth management.