A single non-invasive platform designed to minimise the effort you spend aggregating financial documents. Built for Family Offices, Trust Companies, Accountants, Banks and WealthTech Providers.

The Orovault Platform 

Today’s data aggregation solutions fail to deliver two fundamental promises: minimising time spent on manual work and protecting clients' privacy. New documents and layouts break your data capture, days are wasted creating and training new templates and humans. Clients' personally identifiable information visible by staff handling these behind the scenes. Orovault solves these challenges with a single non-invasive platform that powers the entire data aggregation lifecycle automatically via machine.  

One platform, endless possibilities 

Orovault brings your entire financial data acquisition operation on a single cloud solution. From intake to integrations with your existing systems or service providers, Orovault was built as a seamless integrate financial data network.

Supporting these financial institutions and more

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PRE-PROCESSING

Automate complex intake and document preparation

Flexible intake and pre-processing functionality ensures your documents gets off to a fast and secure start.

  • Intake documents across any format or channel
  • Machine automatically masks all personally identifiable information (PII)
  • Sorts and filter out unnecessary documents

DATA ACQUISITION

Adaptable data extraction even when layouts vary

Accurately read documents even when layouts vary and save time building templates or business rulesets.

  • Adapt to layout changes without new templates or business rules
  • Extract and understand complex objects like nested tables and grids
  • Standardise diverse information from different financial institutions into one single format

DATA AGGREGATION

Minimise time spent on manual reconciliation

Cutting-edge platform designed by industry experts aggregates your data with speed and accuracy.

  • All data intelligently recognised and categorically sorted
  • Every data acquired are linked to the exact spot on the source document
  • Ensure efficient actions with confidence and accuracy scoring

POST-PROCESSING

Transform and unleash your data into impactful insights

Whether you need a custom post-processing solution delivered by Orovault or our ecosystem of partners, you'll get the best fit suited to your unique business.

  • Implement pre-built extensions with functionality like reconciliation, consumption chain rules.
  • Seamlessly integrated ecosystem
  • Send almost real-time document updates to partners

SECURITY, PRIVACY AND COMPLIANCE

Data security that inspires confidence

Orovault brings military-grade security features and procedures.

  • Complies with regulations
  • All clients anonymised automatically by platform
  • Information security attested by global Swiss bank

How it works

We aggregate your financial data

Ready to get started? 

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