Integrations | Fintivio

Universal Data Integration

Fintivio was designed with one core assumption: your data is everywhere — in different portals, formats, files, currencies, and structures. That's why we built a platform that can integrate with any custodian, bank, broker, fund manager, or data source—whether they offer APIs, send PDFs, or require us to log in on your behalf.

No matter how your data comes in, Fintivio ingests, standardizes, and enriches it—so you see one complete, unified view of your portfolio.

Fintivio One

Integration Solutions

API Connections

Real-time, bidirectional integrations with custodians, brokers, and market systems.

Real-time syncing for positions, transactions, and cash balances

Compatible with global custodians, prime brokers, and fintech platforms

Automatic reconciliation and data validation

Support for REST, GraphQL, ISO 20022, and FIX protocols

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SFTP Connections

Secure, high-volume file integrations for structured batch data.

Daily, weekly, or custom-schedule SFTP polling

Automated parsing of CSV, Excel, XML, and JSON formats

Preconfigured to ingest positions, transactions, valuations, and statements

Secure handshake and PGP-encrypted transfer flows

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Document Processing

AI-powered ingestion with dedicated email addresses to automatically receive and process statements.

Dedicated email addresses (statements@your-domain.fintivio.com) for automatic processing

Recognizes complex financial layouts like K-1s, capital accounts, and call notices

Extracts key fields: NAV, distributions, fees, contributions, currency, date

Audit trail maintained for every parsed document

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Client Portal Parsing

We log in. We extract. You see clean, structured data from any financial portal.

Supports MFA/2FA and session-based authentication

Mimics human logins, downloads files, or extracts on-screen data

Parsed data routed directly into your holdings, cash, and performance modules

Fully encrypted credentials and activity logs

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Market Data Integration

Global asset coverage for real-time valuation and performance tracking.

Equities, bonds, ETFs, commodities, crypto, structured products

Benchmark indices, inflation curves, and FX rate feeds

Real-time and historical support across all regions

Custom index support for private benchmarks or blended portfolios

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Data Warehouse & Security

Enterprise-grade data architecture with bank-level security for your entire financial ecosystem.

Unified data model with end-to-end AES-256 encryption

Real-time data processing with comprehensive audit logging

Role-based access controls with MFA and biometric options

SOC 2 Type II and ISO 27001 compliant infrastructure

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Why It Matters

With Fintivio, you don't need to change your provider or your process. Whether your data lives in PDFs, portals, or SFTP files, we bring it to life—accurately, securely, and automatically.

Complete Data Integration

No more downloading, cleaning, mapping, reconciling, or requesting files from multiple sources.

Enterprise Security

Bank-level encryption and security protocols protect your sensitive financial data at every step.

Real-Time Insights

A complete, live, and intelligent view of your financial world updated in real-time.

Our integrations ensure that your platform always reflects your true portfolio—in real time, across all custodians, asset classes, and jurisdictions.

Integration Capabilities

Our comprehensive integration platform connects to any financial data source, regardless of format or location.

500+

Financial Institutions

99.8%

Data Accuracy

15M+

Daily Transactions

100%

Client Retention

Ready to connect everything?

Schedule a personalized demo to see how Fintivio can integrate with your specific financial data sources.

500+ Financial Institutions

Direct connections to global custodians and banks

99.8% Data Accuracy

AI-powered extraction and validation

Enterprise-Grade Security

SOC 2 Type II and ISO 27001 certified