Security
Security built for financial clarity.
Multi-factor authentication, least-privilege roles, and audit-ready records keep your property data protected.
Authentication
Layered access protection by design.
Portfolia supports email verification plus optional SMS or TOTP-based 2FA. You control team access with least-privilege roles.
Email verification
Account sign-in flows confirm ownership before access is granted.
Multi-factor options
Enable SMS or TOTP authenticators for another layer of protection.
Role-based access
Invite partners or accountants with access scoped to what they need.
Data handling
Clear data handling with audit-ready history.
Transactions remain immutable once committed. Imports, categorisation changes, and exports are recorded so you can trace decisions over time.
Backups are automated and retained for recovery purposes. We use encryption at rest and in transit, and monitor platform access for anomalies. We never promise zero risk, but we commit to best-practice controls and continuous monitoring.