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SFTP

SFTP Connections

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

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Flexible Scheduling

Daily, weekly, or custom-schedule SFTP polling to match your institution's delivery cadence.

Multi-Format Support

Automated parsing of CSV, Excel, XML, and JSON formats from any provider.

Comprehensive Data Types

Preconfigured to ingest positions, transactions, valuations, and statements.

Enterprise-Grade Security

Secure handshake and PGP-encrypted transfer flows protect sensitive financial data.

Automated Processing

Files are automatically processed and integrated into your dashboards without manual steps.

Complete Audit Trail

Comprehensive logging of all file transfers, processing steps, and data changes.

How It Works

Fintivio's sftp connections process is secure, automated, and requires minimal setup from your team.

1

Connect

We establish secure SFTP connections with your financial institutions.

2

Process

Files are automatically retrieved and parsed according to your schedule.

3

Integrate

Structured data flows directly into your dashboards and reports.

SFTP Integration Examples

Bank of Switzerland(1/5)

Secure File Transfer Visualization

Source
Financial Institution
Protocol
SFTP + PGP Encryption
Destination
Fintivio Platform

File Processing Workflow

Receive
Decrypt
Parse
Store

Technical Specifications

CSV
Excel (XLS, XLSX)
XML
JSON
Fixed-width text files
PDF (with data extraction)

Ready to Assess Your Data?

Get a personalized evaluation of your financial data integration needs and discover how Fintivio can streamline your wealth management operations.

What to Expect

  • Data Evaluation

    Comprehensive analysis of your current data sources

  • Integration Roadmap

    Custom strategy for connecting your financial systems

  • ROI Analysis

    Projected benefits and efficiency gains