Wealth & asset management

Client communication built for the obligations you actually carry

Reports, tax statements, client instructions and everyday questions — in one Swiss-hosted, end-to-end encrypted channel your clients open from their phone.

Not another chat app · Not another portal

CHF 250,000
Personal fine · FADP Art. 62
3 years
Art. 321 StGB · Art. 47 BankG
Audit-grade
Exportable record
Swiss
Hosted & operated
The problem

PDF-by-email is not a client experience — and it isn’t compliant.

01

Email leaves your control the moment it’s sent. Forwarded, cached, backed up to personal accounts, held by whoever hosts the mailbox.

02

Consumer messengers can’t be made compliant. Metadata harvested, backups outside your control, no audit-grade record.

03

Portals stop at reporting. Source-of-wealth documents and client instructions still travel by email.

Who carries it

The fine is the smallest part — and it lands on you, not the firm.

On the partner, the relationship manager, the founder. Above it: SO remediation, civil claims from HNW clients, indemnity policies that exclude unsanctioned channels.

Full exposure analysis →
CHF 250,000
Personal fine · FADP Art. 62

On you, not the firm.

3 years
Custodial · StGB 321 · BankG 47

SOs can refer you to a prosecutor.

SYSC 9
UK · FCA · COBS 11.8

Parallel record-keeping duties. Same architecture problem.

What moves into Letro

Three things your clients do with you — in one channel.

The everyday work that runs on email and WhatsApp today — Swiss-hosted, end-to-end encrypted, on one record.

01

Deliver documents through a Workspace

Reports · statements · tax packs

Each client has one secure space for everything you share. Nothing goes as an attachment, nothing sits in a personal inbox. You see what was delivered, when, to whom.

02

Answer questions without leaving the record

Message · voice · video

The quick question that used to go to WhatsApp stays in the same auditable channel as the documents. Your team answers from one place.

03

Onboard clients with PostNumber

Passport verification · no video call

A verified, permanent identity is issued at account creation. Every client in your channel is a verified person, tied to a verified address.

Private AI

Private AI, inside your organisation’s environment

Documents and drafts are processed in an isolated, Letro-operated European environment assigned to your firm. No client data to a third-party model, nothing used for training.

See Private AI

See where your firm stands.

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