Share access, without handing over the keys.
Your accountant needs to see the statements. Your family office runs the day to day. Privacy permissions let you invite the people you trust with a role that limits what they can see and what they can do, while the account stays yours.Invite the people you trust with a role that limits what they can see and do. The account stays yours.
FCA-authorised EMI · FRN 901043 · relevant funds safeguarded in accordance with applicable EMI requirements · verify ↗
Your circle
The people around your money, each at the right distance.
Most private accounts are not run by one person alone. Someone prepares the filings, someone reconciles the statements, someone reviews. None of them needs everything.
Your accountant or tax adviser
Balances and transaction history when they need them, without the ability to move money. No more exporting statements by hand every quarter.
Family-office staff or your assistant
A role scoped to the work they actually do on the account, seeing and doing what their responsibility covers, and nothing beyond it.
An auditor or reviewer
Read-only access for the duration of the engagement. When it ends, so does the access, removed in one administrative step.
Role names and permission sets are illustrative; specific capabilities are described within the platform.
How it works
Three steps, and you keep the keys.
Invite by email
Send an invitation from the platform to the person’s email address and choose their role at that point. They create their own credentials; you never share yours.
The role draws the line
What they can see and what they can do is set by the role you assigned, from full visibility down to read-only. Access to your transaction data is limited to the people with a reason to have it.
You stay in control
Only you manage who has access. Change a role when responsibilities change, remove access the day an engagement ends, and see what was done under each login in the account’s activity record.
Discretion
Privacy is the default, not a setting.
Seen on a need basis
Transaction records can contain personal data, yours and other people’s. Restricting who can view them is part of handling that data properly, not just a convenience.
A record of who did what
Actions taken under each person’s login are logged, so questions have answers and reviews have evidence.
Access that ends on time
People move on; access should too. Reviewing roles now and then, and removing them promptly, keeps yesterday’s arrangement from becoming today’s exposure.