Automated Client Portal Parsing
We log in. We extract. You see clean, structured data from any financial portal.
Multi-Factor Authentication
Supports MFA/2FA and session-based authentication for secure access.
Human-like Interaction
Mimics human logins, downloads files, or extracts on-screen data seamlessly.
Direct Data Integration
Parsed data routed directly into your holdings, cash, and performance modules.
Secure Credential Management
Fully encrypted credentials and activity logs for maximum security.
Automated File Retrieval
Automatically downloads statements, reports, and other documents.
Universal Compatibility
Works with any financial portal, regardless of design or technology.
How It Works
Fintivio's client portal parsing process is secure, automated, and requires minimal setup from your team.
Secure Access
We securely access your financial portals using encrypted credentials.
Extract Data
Our system navigates the portal and extracts the relevant financial data.
Deliver Insights
The extracted data is structured and integrated into your Fintivio dashboard.
How Client Portal Parsing Works
Secure Login
Our system securely logs into financial portals using your credentials, handling any authentication method including MFA.
Intelligent Navigation
Our AI navigates through the portal interface, locating and extracting relevant financial data and documents.
Data Transformation
Extracted data is normalized, validated, and integrated directly into your Fintivio dashboard.
Supported Portal Types
Security & Compliance
All credentials are encrypted using AES-256 and stored in a secure vault with strict access controls.
Every portal access is logged with detailed information for compliance and security monitoring.
Our processes comply with financial regulations and data protection standards including GDPR and CCPA.
Technical Specifications
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