01
Scheme isolation
Every operational query is scoped to an authorised scheme or assigned portfolio before records are loaded.
Trust and security
Security designed around responsible access.
Levii combines role-based permissions, scheme isolation, auditable actions and controlled provider configuration. Security claims remain limited to controls that the platform can demonstrate.
02
Role-based access
Owners, trustees, managing agents, finance teams, auditors and contractors receive different capabilities.
03
Evidence and audit
Important uploads, approvals, deliveries, changes and provider actions create scheme-scoped audit evidence.
04
Responsible data handling
Owner-safe summaries, encrypted provider secrets and explicit Levii data-sharing controls reduce unnecessary exposure.