Handovr is the operating system for professional implementations — plan every stage, assign every task, generate every document, and see exactly where a client rollout stands. One place to run it from, not a spreadsheet plus four inboxes.
Trusted by teams running client onboarding in fintech — and built to work for any industry with repetitive client rollouts.
Every account is provisioned by your own organization. No self-serve signup.
Fintech first, not fintech-only —built for any team running the same client onboarding, project after project: funds infrastructure · fintech connectivity · systems integration · anywhere onboarding repeats.
Why teams switch
Playbooks do the remembering, so ramp time drops on every project, not just the first one.
Less time spent chasing status and stitching updates together, more time actually running the engagement.
You start earning once a client is live — Handovr shortens the runway to live.
The playbook carries the institutional knowledge, not whoever happened to train them.
“Your playbook. You just watch things happen as they should.”
The idea behind HandovrThe problem
A client rollout survives on tribal knowledge — who owns the next step, what the last person meant in that email, which version of the SOW is actually current. Every handoff between stages, or between people, is a place for something to quietly drop.
How Handovr runs it
Four things happen in sequence on every rollout — Handovr is built around that sequence, not bolted on top of a generic board.
Stages & Tasks
Set your organization's stages up once. Task Set Templates turn what your best people already know into the default playbook — so a new team member runs their first project the same disciplined way your most experienced person runs their fiftieth.
Documents
Upload a master template once. Handovr matches it to the right projects and fills every bracket placeholder straight from that project's own data — the SOW, the onboarding guide, the sign-off, ready in seconds.
Automations
Mark a client-comms task done and Handovr prepares the email draft, posts to the right Slack or Teams channel, or opens the Jira ticket. Nothing is ever sent without a person reviewing it first.
Visibility
A live dashboard for every project’s health, automatic escalations the moment a stage stalls or a milestone slips, and status any team can check for themselves — sales, account management, leadership — without one more "where is this at?" message to the delivery team.
Visibility, not chasing
Sales, account management, and leadership see who's testing, when they started, and when they signed off — without pinging the delivery team to find out.
Integrations
Connect once at the organization level, or per person for email — Handovr acts inside tools your team is already living in, rather than asking them to live in one more.
Security
Your organization's data is invisible to every other organization on Handovr — enforced where it can't be bypassed by a bug in application code.
01
Row-level security on every table, not just a query filter in application code — the database itself refuses a cross-organization read.
02
Optional per-user TOTP, enforced at the middleware layer on every request once enrolled, plus rate-limited sign-in, reset, and MFA attempts.
03
Every change to the templates, tasks, and rules that shape new projects is logged — who, what, when, searchable by your own Admins.
04
TLS on every connection to the Service, least-privilege access for support functions, and a documented incident-response process.
A 20-minute walkthrough, using a rollout shaped like the ones your team actually runs — not a generic demo script.
Book a walkthrough