In asset management, private banking, and insurance, sensitive documents are part of everyday operations – from client contracts and transaction reports to KYC documents, regulatory disclosures, and board-level correspondence.
Yet with rising cyber threats and tightening data regulations, secure storage isn’t just an IT concern – it’s a business-critical compliance requirement.
That’s why KORTO combines modern records management with enterprise-grade security, purpose-built for highly regulated industries.
The High Stakes of Poor Document Security
A single breach or unauthorized access event can trigger:
- Regulatory fines (GDPR, FINMA, SEC, etc.)
- Loss of client trust
- Operational disruption
- Legal liability and reputational damage
Traditional DMS tools often lack the controls, audit trails, or encryption flexibility required for sensitive financial records.
KORTO: Designed for Compliance-Driven Security
KORTO isn’t just a document repository – it’s a secure records management engine that aligns with real-world regulatory expectations.
Here’s how it protects your data:
🔐 „Bring Your Own Key“ Encryption
KORTO allows institutions to retain full control over their encryption infrastructure:
✔ Client-side encryption before storage
✔ Integration with your key management solution (KMS)
✔ Ensures even KORTO administrators cannot access document contents
✔ Supports data sovereignty and internal infosec policies
Whether hosted on-premise or in the cloud, you decide who has access to what, and how it’s protected.
⛓ Blockchain-Based Immutability (Optional)
For firms with extra-stringent audit and data preservation needs, KORTO offers blockchain-based timestamping and immutability, ensuring:
- Records cannot be altered or deleted retroactively
- Full traceability of any metadata updates
- Confidence for auditors, regulators, and clients
Especially useful for legal documentation, investment decisions, or signed disclosures.
👥 Advanced User Permissions & Audit Trails
KORTO supports granular access control for internal and external users:
✔ Role-based access down to document level
✔ Time-limited access windows for third parties (e.g. auditors, legal counsel)
✔ Custom permission sets for sensitive folders (e.g. HR, Compliance, Legal)
✔ Every document interaction is logged with user, timestamp, and action
This gives compliance and IT full oversight – with no security blind spots.
📂 Audit Support by Design
Regulators want more than secure systems – they want proof of control. KORTO helps with:
- On-demand export of access logs and deletion history
- Record retention policy enforcement
- Immutable document status reports
- Role-based evidence for internal audits and external reviews
Everything is available via secure dashboard or exportable report.
Real-World Example: Swiss Asset Manager + External Auditor Access
A Zurich-based asset manager used KORTO to streamline their year-end audit:
- Gave external auditors time-limited access to tagged record sets
- Exported access logs and deletion confirmations
- Encrypted sensitive legal files with firm-owned keys
- Passed the audit with zero security findings
Security Isn’t a Feature. It’s a Foundation.
With KORTO, your firm gains more than a records platform – you gain compliance-grade control, visibility, and peace of mind.
📩 Ready to secure your sensitive records with confidence?
Let us show you how KORTO supports both your security and regulatory goals.
📧 info@insa-software.com | 📞 +41 44 221 30 20