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Infrastructure

Data Warehouse & Security

Enterprise-grade data architecture with bank-level security for your entire financial ecosystem.

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Complete Portfolio History

Retains full portfolio history across custodians and entities for comprehensive analysis.

End-to-End Encryption

AES-256 encryption at rest and in transit for maximum data protection.

Multi-portfolio Structure

Optimized for complex multi-portfolio, multi-family office structures.

Role-based Access Control

Granular permissions, audit logs, and IP restrictions for controlled access.

Advanced Search Capabilities

Powerful search functionality across all historical data points and documents.

Regulatory Compliance

Compliant with industry best practices (SOC 2, ISO 27001-ready) and regulations.

How It Works

Fintivio's data warehouse & security process is secure, automated, and requires minimal setup from your team.

1

Collect

Aggregate data from all sources into a centralized, secure repository.

2

Protect

Implement multiple layers of security to safeguard your sensitive financial data.

3

Analyze

Access and analyze historical data for insights and reporting with confidence.

Unified Data Architecture

Centralized Data Repository
Data Processing
Security Layer
Query Engine
Analytics & Reporting Layer

High-Performance Storage

Our data warehouse uses columnar storage and advanced indexing to provide sub-second query performance even on datasets spanning decades.

End-to-End Encryption

AES-256 encryption protects your data at rest and in transit, ensuring your sensitive financial information remains secure at all times.

Defense in Depth Strategy

Multi-layered Security

Our security architecture implements multiple layers of protection to ensure that your financial data remains secure at all times.

Perimeter Security
  • DDoS Protection
  • Web Application Firewall
  • IP Filtering
Application Security
  • Input Validation
  • Authentication Controls
  • Session Management
Data Security
  • Encryption at Rest
  • Encryption in Transit
  • Key Management

Continuous Monitoring

  • 24/7 Security Operations Center
  • Real-time Threat Detection
  • Behavioral Analytics
  • Automated Incident Response

Compliance & Governance

  • Regular Security Audits
  • Penetration Testing
  • Vulnerability Management
  • Compliance Reporting

Technical Specifications

Unlimited Historical Data
Multi-entity Support
Document Storage
Time-series Data
Transaction History
Performance Metrics

Ready to Assess Your Data?

Get a personalized evaluation of your financial data integration needs and discover how Fintivio can streamline your wealth management operations.

What to Expect

  • Data Evaluation

    Comprehensive analysis of your current data sources

  • Integration Roadmap

    Custom strategy for connecting your financial systems

  • ROI Analysis

    Projected benefits and efficiency gains