MyProof use case

Secure drive for storing sensitive financial documents

The management of confidential financial data is at the heart of our business activities. finance and investment players. To meet this need, MyProof provides a secure digital storage space.

This solution enables financial information to be grouped and organized in a protected environment. The system protects files from unauthorized access and ensures their integrity. Users benefit from a tool that meets industry security standards.

With this secure drive for storing sensitive financial documents, This means professionals can store and manage their data with complete confidence, while complying with regulatory requirements.

Sector & stakeholders

Software for finance and investment professionals

In the finance and investment sector, the secure management of sensitive documents is of paramount importance. You handle confidential information such as financial reports, market analyses and customer data on a daily basis.

Compliance with stringent financial sector regulations, such as RGPD or Sarbanes-Oxley, requires enhanced protection of this data. What's more, collaboration between different teams and with external partners requires secure document sharing, while maintaining strict control over access.

Portfolio management

You need fast, secure access to analysis reports and market data to make informed investment decisions.

Financial analysts

You need to securely store and share your financial models and analysis reports with internal teams and customers.

Compliance officers

You need a reliable storage system to hold regulatory documents and ensure their accessibility during audits.

Financial managers

You need a secure place to store confidential financial reports and share them in a controlled way with stakeholders.

Have a question? Talk to a MyProof expert.

Challenge & solution

Optimum security for critical financial data

Challenge

A challenge for finance and investment players

In the financial sector, you face major challenges in document management:

Compliance with stringent regulations (RGPD, MiFID II, Basel III)
Protection against cyber attacks on sensitive data
Access management for internal teams and external auditors
Traceability of changes to strategic documents

A fund manager recently shared with us his concern at the increasing number of phishing attempts to steal confidential financial information.

Solution

Solution selected: Secure storage

MyProof meets these challenges with its secure drive specially designed for the financial sector:

End-to-end encryption : your data is protected in transit and at rest
Advanced access control : define precise permissions by user and by document
Immutable logging : every action is recorded in the blockchain, providing an indisputable audit trail
Integration with existing tools : easily connect your drive to portfolio management software
Configurable data retention : set up conservation rules that comply with regulatory requirements

This solution lets you securely store and share financial reports, KYC documents, contracts and other sensitive data, while facilitating audit and compliance processes.

Implementation

Secure storage for finance and investment professionals

MyProof's secure storage is designed to meet the stringent data protection requirements of the financial sector. This feature enables you to centralize your sensitive financial documents in a highly secure environment, accessible only to authorized personnel.

Thanks to this secure drive, you can store your financial reports, market analyses, investment documents and other confidential data with complete confidence, while complying with current regulations in the financial sector.

1

Storage space creation

Configure your secure drive with a folder structure tailored to your specific financial and investment needs.

2

Document loading

Import your sensitive financial documents into the drive, with automatic encryption for enhanced security.

3

Access management

Define precise access rights for each user or group, ensuring granular control over your financial data.

4

Tracking and tracing

Benefit from a detailed audit log for each document, enabling you to track all interactions and modifications.

Benefits

Secure storage tailored to the needs of the financial sector

MyProof helps you comply with the financial sector's strict data retention standards, facilitating regulatory audits and inspections.

Our secure storage system offers a robust defense against computer attacks, preserving the integrity of your sensitive financial documents.

Fine-tune access rights to your documents and benefit from a detailed history of actions, reinforcing your control over critical financial information.

Thanks to our advanced backup and recovery system, your financial data remains accessible even in the event of an incident, minimizing business interruptions.

Access the platform

Discover the power of MyProof to secure your critical data. Our intuitive solution will enable you to protect, certify and share your sensitive information with complete confidence.

Use cases

Other MyProof use cases in the finance and investment sector

Finance and investment professionals have to manage confidential financial information while complying with strict regulations. Our secure financial data management solution meets industry compliance and security requirements, while facilitating the exchange of sensitive information with customers and partners.

Secure storage of confidential customer data

Visit financial players constantly handle confidential customer data. Our MyProof platform meets industry standards by offering a secure storage solution for this sensitive information.

Compliance with financial regulations
Customer data protection
Controlled access management

This technology enables financial institutions to process customer files in a secure digital environment, preserving the integrity and confidentiality of information.

French cloud for archiving investment reports

Financial sector professionals need secure systems to store their documents. The MyProof platform offers a solution forarchiving of investment reports on a cloud infrastructure based in France.

Main features :

Compliance with French regulations
Securing sensitive data
Accessible document management system

This approach enables financial players centralize their financial analyses while respecting banking industry standards. Fund managers can store and access their reports in a secure French cloud environment.

Blockchain time-stamping for due diligence documents

The MyProof platform integrates blockchain technology for thetime-stamping of due diligence documents. This system enhances the security of financial valuation processes by ensuring the authenticity and integrity of the files used.

Visit finance and investment professionals benefit from a precise certification tool for the date and content of each document. Blockchain time-stamping offers complete traceability, enabling financial information to be verified throughout audits. This technology guarantees the reliability of data examined during business valuations and transactions, providing an immutable record of documents used in the due diligence process.

Alternative to the soleau envelope for investment reports

In finance and investment, dating documents is essential. Blockchain technology offers a modern solution for this task. MyProof offers a digital method to replace the Soleau envelope thanks to this innovation.

This system ensures the traceability and authenticity of financial reports. Visit finance and investment players can protect their confidential information with a tool tailored to their needs. Blockchain guarantees the immutability of data, offering protection against tampering. This method ofblockchain time-stamping meets the security requirements of the financial sector, while simplifying verification and auditing processes.

Blockchain time stamping to secure financial transactions

The integrity of financial operations is a priority for institutions in the sector. Ourblockchain time-stamping meets this need by providing :

An immutable distributed register
Complete traceability of transactions
Strengthening trust between parties

MyProof customers benefit from a proof system for their financial documents. This feature facilitates audits and resolves disputes by proving the existence of financial documents. financial transactions at an instant T. Time-stamping on the blockchain thus contributes to regulatory compliance and the transparency of monetary exchanges.

Secure file sharing for analysis of investment opportunities

In the financial sector, analyzing investment opportunities involves sharing confidential documents. To meet this need, MyProof offers a solution for dataroom platform. This platform provides a secure environment for conducting due diligence and evaluating investment files.

Financial professionals use this digital space to exchange sensitive information in complete confidence. Visit secure sharing platform for analyzing investment files MyProof enables finance and investment players collaborate effectively. Teams can review financial data and assess opportunities in a protected environment, ensuring confidentiality of critical information throughout the process.

Datarooms software for fundraising

MyProof offers a document management solution designed for fund-raising. Our platform facilitates exchanges between entrepreneurs and investors during financing rounds:

Centralization of financial documents
Performing due diligence
Securing confidential information

This dataroom for fundraising streamlines the financing process by guaranteeing the confidentiality of data shared between stakeholders.

Secure datarooms for financial due diligence

Protecting sensitive information is essential for financial reviews. Our platform meets industry requirements for data security. This virtual data room optimizes due diligence processes while guaranteeing the confidentiality of balance sheets and financial statements.

The secure interface enables teams to carry out their assessments in a controlled environment. Visit financial analysts have a collaborative space to share documents with authorized parties. The platform offers restricted access to information required for accounting audits and financial risk analysis.