One pane per principal
Each principal you serve — their positions, motions open, covenants live — in a single view that writes the monthly note.
For advisors
One pane for every principal you serve
Advisors serving principals who give through Provarium-powered organizations use one pane to track positions, motions, queries, and replies across every book — making their counsel a matter of record, not a matter of recall.
What an advisor gets
Fiduciary advice on the record
Provarium treats the advisor as a first-class role on the organization’s ledger. Every recommendation carries a signature, every reply persists, every principal sees only their own book.
Queries and replies as record
A principal’s query is a ledger object. Your reply is signed against it and persists across cycles.
The monthly note, assembled
Your note to the principal is a view of the ledger — not a document you maintain. Stop rebuilding packs.
Fiduciary evidence
Every recommendation, motion, and sign carries your signature. Your file of record is the ledger.
Cross-principal positions
Roll up positions across every principal you serve — while each principal sees only their own book.
Council standing, on the record
The councils where your principals have a voice, the motions they have carried, the letters they have signed.
For advisors
Find the organizations your principals fund
Advisors join Provarium by invitation from the organization their principals fund — NGOs, sponsors, foundations, or giving platforms. Tell us whom you advise and we will arrange introductions.