Business introduction
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
We unify wealth, risk, and reporting across custodians through a modular, secure, and intuitive digital platform. Designed for the next generation of global families, Fintivio gives principals, analysts, and advisors a real-time command center to manage net worth, performance, compliance, and transactions.
With cutting-edge data aggregation, bank-level security, and a clean UX, Fintivio replaces outdated spreadsheets and fragmented workflows with a single source of truth.
From Zurich to Dubai, we are building the category-defining infrastructure to manage and grow intergenerational wealth.
Fintivio Solutions
Fintivio Platform
Tailored for every role. Unified by design Fintivio adapts to each stakeholder's needs while maintaining a single source of truth. 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. Engineered for generational trust Our security infrastructure......
business needs
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
