USER RIGHTS MANAGEMENT

Delivering a tailored working ecosystem for every role

 

In investment management, multiple teams contribute to the same operational value chain. Portfolio managers, analysts, operations teams, accountants, risk managers and compliance officers all work with the same information, but with different responsibilities and levels of authority.

The challenge is not only to control access to data, but to ensure that every user operates within an environment tailored to their role, responsibilities and business processes.

Many integrated platforms provide only limited flexibility when configuring user environments and access rights. As organizations grow, these limitations can lead to excessive permissions, inadequate segregation of duties and increased operational risk.

At the same time, firms must strengthen governance by ensuring:

  • Secure and controlled access to information
  • Governance of business actions
  • Clear segregation of duties
  • Complete traceability of user activities
  • Structured approval workflows
  • Historical data integrity and portfolio consistency 
user rights management - visual different users

 

ACCESS CONTROL IS JUST ONE PART OF THE EQUATION:
ORGANIZATIONS NEED A FRAMEWORK THAT COMBINES SECURITY, GOVERNANCE AND OPERATIONAL EFFICIENCY.

 

 

 

BUILDING A DEDICATED WORKING ENVIRONMENT FOR EVERY USER

AMINDIS provides a comprehensive user rights management framework that combines security, governance and flexibility to create tailored working environments for every user.

 

Schema user rights management

 

1. SECURE USER IDENTIFICATION 

Security starts with reliable user authentication. AMINDIS supports:

  • Multi-Factor Authentication (MFA)
  • Single Sign-On (SSO)
  • Strong password policies
  • Password renewal policies
  • Authorization controls at every login 

Each connection is verified to ensure that users are properly authenticated and authorized before accessing the platform. 

2. ROLE-BASED WORKING ECOSYSTEMS 

AMINDIS creates tailored working environments through a combination of functional and portfolio-based profiles.

Functional profiles define accessible screens, modules, business actions, permissions and workflows, while portfolio profiles control the portfolios and entities each user can access.

Permissions are cumulative, enabling highly granular access control without compromising usability. Users only see the information, functionalities and actions relevant to their responsibilities.

3. GOVERN CRITICAL PROCESSES AND DATA 

Beyond access rights, AMINDIS enables organizations to govern critical processes through advanced status management mechanisms.

Status changes can follow configurable business rules and decision trees, ensuring that only authorized profiles can validate, approve or modify critical information.

This approach supports:

  • Strong segregation of duties
  • Controlled validation workflows
  • Reduced operational risk
  • Improved data quality and consistency 

The solution also preserves the integrity of historical information, preventing unauthorized modifications that could impact portfolio analysis, reporting or historical results.

4. COMPLETE AUDIT AND TRACEABILITY

Every activity within the platform is fully recorded and auditable.

AMINDIS provides complete traceability of:

  • User authentication and access
  • Profile assignments
  • Permission changes
  • Status transitions
  • Business actions
  • Data modifications 

A detailed audit trail allows organizations to identify exactly which data was modified, by whom and when.

Configurable user groups further support collaboration, workflow organization and communication between teams.

 

KEY BENEFITS

DATA PROTECTION & CONFIDENTIALITY

Protect sensitive information through advanced security controls, complete auditability and historical data integrity. This ensures confidentiality, accountability and consistency across all business activities.

User
TAILORED USER EXPERIENCE

Deliver personalized work environments tailored to every role. Users benefit from the right information, the right functionalities and the right actions at the right time.

workflow
GOVERNANCE & RISK CONTROL

Strengthen critical processes through workflow governance, status management and segregation of duties. This helps reduce operational risk while strengthening governance and compliance.

 

 

 

Flèches

TAKE THE NEXT STEP

Ready to build secure and tailored work environments for every role? 

Create personalized work environments aligned with every user's responsibilities. Strengthen governance, reduce operational risk, protect sensitive data, and maintain complete traceability across your investment platform — all within a single, flexible framework. 

Get in touch. Request a demo.

Trusted across Europe by leading asset managers and asset owners.

 

 

 

 

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