Digitales docucore DMS mit übersichtlichem Management von Bankdokumenten, Workflows und Finanzdaten.

trouble finding your documents?

NO DMS
YET?

docucore is more than a place to store documents — it’s a living system.

this means for you

Your documents deserve more than folder structures. Anyone who works daily with bank statements, portfolio documents, contracts, reports, and regulatory records knows: it’s long since stopped being just about filing.

It’s about clarity. About speed. And about trust.

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 disappears after onboarding.

It is your control center for everything important, confidential, and audit-relevant. The docucore DMS stands out through a combination that is rare in the market: maximum simplicity paired with true professional-grade capability. The solution is designed consistently for clarity,

speed, and transparency.

Users can navigate it without any training, processes run smoothly and traceably, and roles and permissions can be managed with precision.

The real USP: docucore combines the efficiency of a state-of-the-art document management system with an interface so intuitive that it noticeably eases daily work.

No complexity, no detours — just a system that works!

fully integrated multilayer OCR
Whether it’s contract clauses, billing numbers, or transaction details — our next-generation multilayer OCR thinks along with you.

Powered by state-of-the-art AI and deep learning technology, it recognizes complex relationships, understands context, and extracts even the finest details from digital and scanned documents — precisely, quickly, and reliably.

The AI-driven search function goes far beyond traditional keyword search: it analyzes content semantically, interprets structures, and finds relevant information within seconds — regardless of format, layout, or file type.
to the features
relaxed budgeting with clear pricing
Our DMS model is intentionally designed to be simple, transparent, and fair.

The annual license fee is 7,500 CHF and includes at least 5 custodian banks. Each additional custodian bank is charged at 475 CHF per year. There is also a one-time setup fee, depending on the required scope.

This gives you a cost-efficient, scalable, and clearly understandable pricing structure — with no hidden costs.
to the pricing
order as an expression of trust
FINMA expects supervised institutions to maintain an organisation that ensures transparency, traceability, and due diligence — in short: structures that create trust.

docucore supports financial institutions precisely in this. The system creates clarity and security in handling sensitive documents, meets the requirements for traceability and auditability, and is viewed favourably by FINMA.

A professional document management system is far more than technical infrastructure — it is a visible sign of lived responsibility. Those who work with docucore demonstrate that compliance is not treated as an obligation, but as an integral part of a trustworthy corporate culture.

In this way, docucore strengthens not only organisational efficiency but also an institution’s reputation — and with it, the asset that holds the highest value in the financial world: trust.
you can relax!
The application is operated entirely within your own IT infrastructure and integrates seamlessly into existing systems. Installation takes place on a Windows server with an MS SQL database, ensuring a stable and high-performance environment.

All data remains within your company — with no external cloud storage or third-party access. A finely tuned role and permission system allows you to control exactly who can access which information.

This means you retain full sovereignty over your data at all times and create the foundation for maximum security, confidentiality, and regulatory compliance — a decisive advantage when dealing with sensitive financial information.
Your decision!
Instead of running the DMS on your own IT environment, you can use docucore DMS directly on the high-performance and secure infrastructure of Azure Switzerland.

This gives you access to state-of-the-art data center standards, high availability, automatic updates, and an operation that remains scalable at any time – all without additional effort for your internal IT resources.

This hosting option provides maximum relief, transparent cost structures, and a setup that adapts seamlessly to your needs.
automate — but on your terms
The docucore DMS combines automation with freedom: you decide how your processes should run. With the integrated workflow designer, workflows can be configured intuitively — entirely without programming skills.

This allows you to define rules for automatically recognising, categorising, moving, or assigning documents to specific users.

Whether simple routine tasks or complex review and approval processes — every organisation can tailor its workflows to internal structures and responsibilities. The result: more efficient operations, fewer manual steps, and fully traceable document processing — exactly the way you need it.
automate — but on your terms
With docucore DMS, you receive a solution that is not only powerful but also professionally implemented. Our team handles the complete setup and tailors the system precisely to your individual requirements and workflows.

This creates an environment that is optimally aligned with your organisation from day one — without the effort of a lengthy IT project.

Instead of complex installation procedures, you experience a structured, seamless launch: docucore is delivered ready for operation, integrated smoothly, and configured so that you can begin working efficiently right away.

A solution that doesn’t confuse simplicity with superficiality — but convinces through care, precision, and real practical relevance.
with a direct PM1 interface and optional connections to additional systems
The efficient collaboration of modern systems stands and falls with their ability to integrate. That’s why docucore DMS already includes a direct, cost-free interface to the portfolio management system PM1 — enabling secure, bidirectional real-time data exchange without media breaks.

In addition, docucore can also be connected to other portfolio management systems. These individual integrations are available on request and are implemented on a project basis — ensuring your systems work together exactly as your workflows require.
flexible, precise, and secure — down to the smallest detail
Our solution provides a granular, multi-tenant permission system that extends down to individual documents. This allows you to define with maximum precision who may access which content — while maintaining full visibility over all permissions at any time.

Roles and access rights can be configured flexibly and assigned individually, ensuring each user group sees exactly the information relevant to them. The result: maximum control, complete transparency, and a security framework that adapts seamlessly to your organisational structure.
access to all documents — anytime and anywhere
With docucore DMS, your document management remains independent of location and infrastructure. All documents are centrally managed, released based on roles, and securely accessible at any time — whether in the office, at home, or on the go.

Thanks to intelligent access control and a modern architecture, there’s no need for complicated VPN connections or local server access. Teams collaborate across locations using the same, always up-to-date data foundation — efficient, secure, and fully traceable.

This makes location-independent work not a challenge, but a natural part of a modern, connected work environment.
anyone can use it — truly anyone
The docucore DMS was designed to make complex document processes as simple and effortless as possible. Its clearly structured, modern interface guides users intuitively through all functions — without long onboarding times and without technical hurdles.

Thanks to logical navigation, clear dashboards, and a clean, professional design, everything is exactly where you expect it to be. Processes such as uploading, assigning, reviewing, and approving can be completed with just a few clicks.

With docucore, teams work faster, more relaxed, and error-free — while always maintaining full oversight of all documents and activities. A solution that combines performance with simplicity.