For wealth and asset managers

Your clients chose you for your discretion. Your data security tools should match.

Protect sensitive client data, exchange mandate documents securely, and meet FINMA obligations – all from one Swiss-hosted platform.

The reality

The security challenges wealth managers can't afford to ignore

Asset managers operate at the intersection of strict regulatoryobligation and exceptional client expectation. FINMA sets thecompliance floor – but your most demanding clients set the barhigher. The tools you use to manage and exchange their data needto meet both.

Sensitive client filesexchanged by email

Asset statements, investment guidelines, and KYC documents exchanged via email or generic file sharing tools create compliance exposure, and quietly undermine the discretion your clients expect as standard.

FINMA, GDPR, and cross-border reporting – all at once

Swiss asset managers face stringent obligations under FINMA around data governance, access control, and operational resilience, alongside GDPR requirements for personal data handling. The compliance floor is rising, and legacy workflows are struggling to keep up.

The confidentiality gap between promise and practice

Your clients share their complete financial picture with you: assets, liabilities, family structures, future plans. If the tools handling that information don't match the standard they expect, the relationship is at risk before any investment decision is made.

Built for wealth management

One platform. Four modules. Every client mandate covered.

SecureSafe is modular by design. Whether you start with structuredmandate file management or secure client document exchange,every module runs on the same certified, Swiss-hostedinfrastructure.

Pass

Manage credentials across your team with zero third-party access

Give your advisory team the freedom to focus on what they do best: managing client relationships, not access requests. With SecureSafe, you manage access data centrally, and maintain complete activity logs for regulatory reviews, without any credential ever leaving your control.

  • Advisory team credential management
  • Share access without exposing passwords
  • Keep full control, even as teams and roles change

Files

One secure place for every client mandate file your firm manages

Store client dossiers, investment guidelines, compliance documentation, and advisory records in encrypted, permission controlled safes – organized by mandate, accessible to the right team members, and invisible to everyone else.

  • Client mandate file storage
  • Investment guideline documentation
  • Compliance and advisory record retention

Exchange

Exchange sensitive client documents without the compliance risk

Exchange portfolio documents, onboarding files, and advisorycorrespondence with clients through secure, auditable channels,with completeness checks to ensure nothing is missing beforeprocessing continues.

  • KYC and onboarding document collection
  • Investment mandate exchange
  • Beneficial ownership documentation

Postbox

Replace paper-based document delivery with a legally compliant digital alternative

From quarterly portfolio reports to annual tax statements: deliverclient documents at scale without paper, postage, or compliancerisk. Once delivered, documents belong to the client and can't bealtered.

  • Quarterly portfolio report delivery
  • Annual tax statement dispatch
  • Regulatory notice delivery

"Companies need clear guidelines, a vision and mission in order to make targeted progress in the area of sustainability. Ultimately, however, it is the people behind the efforts that really make the difference – their day-to-day contributions make sustainable change possible."

Alexander Sommer
CEO, SecureSafe (DSwiss AG)

Getting started is simpler than you think

From first conversation to full deployment – we're with you every step.

No lengthy procurement process. No complicated setup: Getting started with SecureSafe is a straightforward process, and our team is with you at every step.

First, we listen – discovery call

Before anything else, we take the time to understand your organization: your workflows, your requirements, and what you're looking to solve. In this short, no-commitment call, we’ll help you understand whether SecureSafe is the right fit.

See it in action – demo call

Your dedicated contact will walk you through the SecureSafe module that fits your needs, show you the features relevant to your use case, and answer any questions you might have.

Getting you live – implementation & onboarding

Once you're ready to proceed, our team moves quickly. Implementation is structured, supported, and designed to minimize disruption to your existing workflows.

Security

Certified. Sovereign. Built for infrastructure that can't go down.

For wealth managers, security isn't a feature: it's a client expectation. SecureSafe is ISO 27001-certified, developed and hosted entirely in Switzerland, and built on a zero-knowledge architecture – meaning even we can't access your data.

FAQs

Find answers to your most important questions explained here.

Where is our data hosted, and who can access it?

All data is hosted exclusively in Switzerland, on infrastructure owned and operated by SecureSafe. Swiss data protection law applies. No data is routed through or stored in EU or US jurisdictions. Due to our zero-knowledge architecture, SecureSafe has no technical ability to access your data; access is controlled entirely by your organisation.

How does SecureSafe support FINMA compliance?

FINMA requires Swiss asset managers to demonstrate robust data governance, operational resilience, and documented access controls. SecureSafe is ISO 27001-certified and Swiss-hosted, with complete audit trails across all modules. We provide the documentation your compliance team needs to complete a FINMA-aligned third-party risk assessment.

How does SecureSafe protect client confidentiality?

SecureSafe's zero-knowledge architecture ensures that sensitive client data is inaccessible to anyone outside your authorised team including us. For wealth managers whose clients expect to understand exactly how their data is protected, we provide documentation that answers that question clearly and completely.

How long does implementation take for a wealth management firm?

Implementation timelines depend on the modules deployed and the size of your practice. For most wealth and asset managers, initial deployment can be completed within a few days to a few weeks. A dedicated onboarding contact works with your team through setup, and we ensure the transition doesn't create gaps in active client mandates.

Is SecureSafe suitable for boutique asset managers as well as larger firms?

Whether you manage ten mandates or ten thousand, SecureSafe scales accordingly. Boutique asset managers typically start with one or two modules and expand as their client base grows.