Secure file transfer for financial advisors
Confidential financial documents, sent the right way.
secureeu.eu helps financial advisors share plans, statements and KYC documents through encrypted, expiring links. Clients click and download — no account, no portal.
The Problem
Why financial advisors need a better way to share files
Financial advisors handle deeply personal data: net worth, income, debt, ID, investment positions. Most of it travels by email, where it stays accessible long after it should.
Statements sent via email and stored in client inboxes for years
KYC documents collected through unsecured channels
Clients (especially older ones) struggling with portal logins
Compliance teams pushing for better retention controls
Wanting to look professional and trustworthy
Common Documents
Files financial advisors send and receive
Financial plans and proposals
Investment statements and reports
KYC documents (ID, proof of address)
Suitability assessments and questionnaires
Tax statements and 1099/P60-equivalents
Insurance documents
Estate planning material
Onboarding paperwork
How It Works
Three steps. Totally private.
Create a secure link
Drop the file into your browser. It's encrypted with AES-256 on your device before it ever leaves.
Send or receive files
Share the link by email, chat or your portal. The recipient clicks and downloads — no signup, no app.
Files are protected and expire
Choose an expiry of 1–30 days, optionally add a password and download limit. After expiry the file is permanently deleted.
Benefits
Why financial advisors choose secureeu.eu
Send statements without leaving them in client inboxes for years
Collect KYC documents through a single secure receive link
Add a password and 24-hour expiry for highly personal items
EU hosting designed with GDPR in mind
Branded download pages help reinforce trust with clients
Comparison
secureeu.eu vs. email and generic file tools
| Email attachments | Generic file tools | secureeu.eu | |
|---|---|---|---|
| File size | ~25 MB cap | Often capped on free | Up to 50 GB |
| Encryption | Provider-dependent | Server-side only | Browser-side AES-256 |
| Account needed | Sender only | Often required | Not required |
| Hosting region | Often US | Varies | EU only |
| Retention control | Forever in inbox | Often vague | 1–30 day expiry |
| Revoke a link | Not possible | Sometimes | Yes, instantly |
Comparison reflects typical usage patterns. Specific competitor capabilities vary.
Trust & Security
We can't read your files. By design.
Browser-side encryption
Files are encrypted with AES-256-GCM in your browser via the WebCrypto API, before they leave your device.
Privacy-first design
The decryption key sits in the URL fragment, which browsers never send to servers. We technically cannot read your files.
No unnecessary accounts
Senders and recipients don't need to create profiles. Adoption across teams and external parties is friction-free.
Expiring links
Choose a retention window of 1–30 days, or revoke any link at any time. Files are permanently deleted on expiry.
EU-hosted, GDPR-conscious
Files are stored on Hetzner infrastructure in Germany / Finland. The platform is designed with GDPR in mind: minimal data collection, short retention, and no transfer of stored files to non-EU regions.
FAQ
Questions from financial advisors
Can I send investment statements securely?
Can clients upload their KYC documents to me?
Can I revoke a document I sent to the wrong client?
Is this suitable for older clients who struggle with portals?
How is this different from a bank portal?
Where is the data stored?
Is it GDPR-conscious?
Can I brand the download page with my advisory firm?
Related industries
Secure file transfer for similar workflows
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Treat client financial data with the care it deserves.
Encrypted in the browser. Expires when you say so.
Send a financial document →