more than a place
Your documents deserve more than folder structures. It’s about clarity, about speed, and about trust.
Anyone who works daily with bank receipts, portfolio documents, contracts, statements, and regulatory records knows: it’s no longer just about filing.
Because in a world where information must be available within seconds, traditional document storage is no longer adequate. What you need is a central, intelligent, and secure place for your entire financial documentation – and that is exactly what we built our DMS for.
It’s not just another tool that fades into the background after onboarding. It is your control center for everything important, confidential, and audit-relevant.
Here is the corrected, polished English version—with the duplicated paragraph removed unless you intentionally want it repeated: Because in a world where information must be available within seconds, traditional document storage is no longer adequate.
What you need is a central, intelligent, and secure place for your entire financial documentation – and that is exactly what we developed our DMS for. It’s not just another tool that fades into the background after onboarding.
It is your control center for everything important, confidential, and audit-relevant.
If you intentionally want the paragraph repeated, I can format it accordingly—just let me know.
Why switch?
why you should switch – and what you gain from it
Anyone working in the financial world knows: time is not just money, but responsibility. And standard solutions cost both. Generic document management systems may be sufficient for many industries – but they understand neither portfolios nor regulatory pressure.
who we built the DMS for — and who we didn’t build it for.
What happens when you don’t build a document management system for everyone – but intentionally for asset managers, fund managers, fiduciaries, and family offices?
You get a system that thinks with you, connects seamlessly, and takes work off your hands. Welcome to a new logic of documentation: specialized, integrated, practice-driven.
Not just any DMS. Your DMS.
Document management systems promise versatility, yet most remain superficial or require significant investment for meaningful customization. Clarity often gets lost in complex structures, while the real needs of users are left unmet.
Our system, by contrast, focuses on what truly matters: it does exactly what it’s meant to do – efficiently, clearly structured, and without unnecessary clutter.
We created a solution designed exclusively for the needs of the professional financial environment. Not an inflated standard DMS with universal structures, but a system that thinks in portfolios, regulatory requirements, and documentation obligations.
This gives you a solution that delivers – without compromise.
You don’t have a DMS yet?
docucore: your digital memory for financial documents.
fast, secure, specialized – finally, a document management system that speaks your language.
-
transparent, affordable pricing
-
explicitly built for the financial industry
-
a plus point for
FINMA
-
easy to use – for everyone!
-
your auditors will be delighted!
Not generic. Not arbitrary.
our pricing: affordable, predictable, transparent
The pricing of docucore DMS is designed the same way we design our systems: transparent, comprehensible, and free of hidden complexity. You receive full functionality, unlimited usage, and a setup that adapts to your daily workflows – not the other way around.
Instead of confusing tiers or additional fees, we rely on a model that remains easy to budget while still offering room for growth.
document management made simple & transparent
The docucore DMS brings together all essential document processes in one intuitive platform. Documents can be captured, assigned, reviewed, and approved with ease.
Intelligent search and filtering functions ensure fast access, while clearly defined roles and permissions provide precise control.
Automated workflows and complete traceability support efficient and secure operations.
anyone can use it
docucore impresses with an extremely simple, intuitive interface – everything is exactly where you expect it to be.
what sets us apart
a new DMS, perfectly tailored to the financial industry
docucore is a new DMS specifically developed for the financial industry, consistently aligned with its established workflows and transforming them into a simple, precise, and reliable solution.
GET A QUOTE
Please fill out the form below, and we will get in touch with you as soon as possible.