Your ownership structure, mapped.
Build your entity graph once. We trace every ownership path and surface your ultimate beneficial owners automatically, against a control threshold you set.
Where compliance becomes routine.
Stop chasing renewals and reconstructing files. Fidify Business keeps KYC documents, ownership, and due diligence in one secure place.
- Family offices
- Growing teams
- Established orgs
- Compliance firms
Documents, owners, and approvals in one audit-ready record.
Set Fidify Business up once around your existing procedures. From the first upload, every file lives in one place your team and your counterparties can trust.
Upload once, share everywhere
Send any document to every partner that asks, securely, and only the version you choose.
Always current
Reminders before anything expires. No more lapsed certificates or missed renewals.
One source of truth
Every record, every approval, every change, in one audit-ready place.
The work behind a KYC file, in one workspace.
Fidify Business brings the documents, the ownership picture, and the people who need them into a single, controlled workspace.
Versioned, approved, and on schedule.
Review every new version before it counts: approve or decline, and nothing changes until you say so. Set expiry once, and we remind you before anything lapses.
Share securely. Revoke instantly.
Time-limited, passcode-protected links for sharing outward and requesting inward. Gather a full KYC set from a counterparty through one link, and chase renewals automatically. Fully tracked, revocable, never by email.
Every counterparty, on file.
One profile per partner: documents, status, and expiry in a single, searchable record. Due diligence becomes a record, not a recollection.
Your whole portfolio, one view.
Live compliance status across every entity and document: approved, waiting, and outstanding. Spot the gaps before an auditor does.
From one family office to firms with many clients.
Fidify Business scales from single entities to multi-client firms. It fits the shape of your obligations, not the other way around.
- 01
Family offices & single-entity businesses
Manage your own compliance in one secure place.
- 02
Growing teams
Track compliance across counterparties, vendors, and partners as your relationships expand.
- 03
Established organisations
Stronger data isolation, granular roles, and export-ready audit trails for regulator-grade requirements.
- 04
Compliance firms & advisors
Per-client workspaces, separation of duties, and one audit trail per client file, from a single workbench.
One clear status for every document.
Every document, counterparty, and entity carries one clear signal. No spreadsheets to decode: Up to date, Pending, or Action required tells you exactly where you stand.
Sign in with your face or a QR code.
Access your compliance workspace with Fidify ID. Sign in with biometrics or a QR code from your phone, no passwords to leak or reset. Every document is encrypted with its own key: on your phone when you send it from the Fidify App, and as soon as it reaches us when you upload it on the web.
- Biometric & QR sign-in. Face ID, Touch ID, or a scanned code. Sign-in and sending documents are approved with a signature from your phone.
- Application-level encryption. Web uploads are encrypted on arrival with a key for every file, and each workspace has its own keys.
Running KYC reviews for clients? That's Fidify Enterprise.
A customizable enterprise KYC AML compliance platform for management companies, banks, and advisors. Configurable risk policies, client communications in English and French, AI-assisted assessments, and executive-ready reporting. Every decision sourced, explainable, and defensible.
Want a walkthrough?
See your ownership structure, document library, and audit trail in one short walkthrough.