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Fintivio
Fintivio provides a unified platform for family offices to aggregate, govern, and analyze wealth across any custodian, asset class, or structure. The system offers real‑time data integration via APIs, customizable dashboards, and role‑based access for principals, analysts, back‑office, legal, and external collaborators. Built with Swiss‑grade encryption, multi‑factor authentication, and flexible deployment options, it ensures secure, audit‑ready management of multi‑generational assets.
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Updated 5 months ago
Funding
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Product
Features
- Fintivio provides a unified platform for family offices to aggregate, govern, and analyze wealth across any custodian, asset class, or structure. The system offers real‑time data integration via APIs, customizable dashboards, and role‑based access for principals, analysts, back‑office, legal, and external collaborators. Built with Swiss‑grade encryption, multi‑factor authentication, and flexible deployment options, it ensures secure, audit‑ready management of multi‑generational assets.