Tailored for Every Stakeholder
Fintivio's platform is designed with a sophisticated role-based access control system that ensures each user has precisely the right level of access and capabilities they need.
Principals / Beneficiaries
The asset owner
Intuitive, powerful, and clean experience focused on portfolio exploration and oversight.
Investment Analysts
The data consumer
Advanced tools for analyzing and explaining performance, risk, and investment opportunities.
Compliance Officers / Legal
The oversight function
Focused on auditability, access control, and regulatory alignment across the platform.
Back Office / Operations
The data enabler
Tools for data integrity, reconciliation, and ingestion to ensure system accuracy.
Accountants / Controllers
The financial truth-checker
Access to clean data and structured outputs for financial reporting and analysis.
External Collaborators
The short-term guest
Scoped, read-only access to specific information with time-limited permissions.
Powerful Capabilities
Explore the specific capabilities and boundaries of each role within the Fintivio platform.
Principals / Beneficiaries
The asset owner. Their experience should be intuitive, powerful, and clean.
Portfolio Access & Exploration
- See total net worth across entities, custodians, and currencies
- Drill down by trust, fund, or personal account
- Toggle views: asset class, custodian, region, currency
- View performance over time: daily, YTD, 1Y, 5Y, since inception
- Explore portfolio concentration and exposure (sector, liquidity, FX)
Functional Capabilities
- Customize dashboards and save preferred views
- Flag or "star" assets or funds for easy tracking
- Leave comments/questions for advisors
- Schedule automated reports or newsletters
- Download personal performance snapshots or allocation reports
- View capital calls, distributions, and commitments
- Approve documents (e.g., fund terms, governance docs)
- View relevant documents and sign (if needed)
Boundaries
- Can't manage users, integrations, or raw data
- Only sees portfolios they are explicitly assigned to
- No exposure to internal exceptions or backend ops
- No bulk exports or access to logs
Interface Showcase
Each user type experiences a tailored interface designed specifically for their needs and permissions
Principal Dashboard
A comprehensive view of your wealth across all entities and asset classes
Note: These are simplified representations of some of the basic functionalities available in the Fintivio platform. For a comprehensive demonstration of the full feature set and customization options, please contact us for a personalized demo.
Net Worth Overview
Market Indices
Portfolio Performance
Role-Based Access Control
Granular permissions for every stakeholder, ensuring the right people have access to the right information.
Principals Access Profile
Complete access to all portfolio data and customized dashboards
Access Level
Feature Access
Access Legend
Customizable for your organization's specific needs and compliance requirements
Build your own custom dashboards
Create personalized views tailored to your specific needs with our intuitive drag-and-drop dashboard builder, featuring over 100 specialized financial widgets.
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.
Ready to Get Started?
Schedule a personalized demo to see how Fintivio's sophisticated role-based platform can transform your family office operations.
Tailor roles to your specific organizational needs with granular permission controls.
Role-based access control with comprehensive audit trails and security monitoring.
Integrates with your existing systems and workflows for a unified experience.