Unify your family's
financial universe
Fintivio: The Operating System for Family Offices. Track, govern, and customize your family's wealth across any custodian, asset class, or structure with a single integrated platform.
Analyst Workstation
Advanced portfolio analytics and performance attribution
AUM
YTD Return
Volatility
Sharpe
YTD Performance: +9.2% vs Benchmark: +7.5%
Sector Overweight
Technology sector exceeds benchmark weight by 8.2%
Alpha Generation
Portfolio outperforming benchmark by 2.8% YTD
Concentration Risk
Top 5 holdings represent 15.8% of portfolio
Universal Data Integration
Our platform is built to securely receive data from your custodians—no matter how or where your financial information is held.
Direct API Integration
Secure, real-time custodian feeds via REST, GraphQL, FIX, and more.
API Integration Benefits
- Real-time data synchronization with no delays
- Direct integration with 500+ financial institutions
- End-to-end encryption with OAuth 2.0 security
Supported API Protocols
All Major StandardsTailored for Every Role. Unified by Design.
Fintivio adapts to each stakeholder's needs while maintaining a single source of truth.
Principals / Beneficiaries
Track your wealth and investments in real time
Investment Analysts
A full set of tools to analyze risk, exposure, performance, and key metrics
Backoffice
Streamlined operations for reconciliation, transaction processing, and data management with automated workflows and exception handling.
Legal / Compliance Officers
Built-in support for legal and compliance teams to manage risk, track documentation, meet regulatory requirements, and stay audit-ready.
Accountants
Powerful tools for accountants and finance teams to manage reporting, track transactions, ensure accuracy, and stay aligned with regulatory standards.
External Collaborators
Customizable access for external collaborators like lawyers, trustees, advisors, and asset managers—each with tailored views to see what matters most to them.
Performance Attribution
Top Holdings
Sector Allocation
Risk Metrics
Alerts & Insights
Powerful dashboard customization
Create personalized financial dashboards tailored to your specific needs. Drag and drop widgets, customize layouts, and access critical financial data in a single, unified interface.
Dashboard Builder
Widget Library
100+ WidgetsModular Widget Library
Access a library of over 100 pre-built widgets covering every aspect of wealth management.
Drag & Drop Interface
Intuitively arrange your dashboard with simple drag and drop functionality, no technical skills required.
Customizable Parameters
Configure each widget with the specific metrics, timeframes, and data sources most relevant to you.
Engineered for Generational Trust
Our security infrastructure is built to protect your most sensitive financial data with uncompromising standards.
Swiss-grade Encryption
Military-grade AES-256 encryption for all data at rest and in transit, with multi-layered security protocols.
Role-based Access
Granular permission controls allow you to define exactly who can see what, down to the individual document level.
Multi-factor Authentication
Secure your account with biometric, hardware key, or app-based verification beyond just passwords.
Deployment Flexibility
Choose between cloud, on-premises, or hybrid deployment models to meet your specific security requirements.
Full Audit Trail
Comprehensive logging of all system activities with tamper-proof records for compliance and security.
"Security isn't just a feature, it's the foundation of everything we build."