SFTP file management


Manage files securely


Data extraction and data transformation are popular buzzwords in the financial industry nowadays, but what is often overlooked, is the underlying technology that supports smooth and secure data transfer in the first place. Hedge fund and asset management operations are dealing with large volume of trade files and reports each day, sometimes the mere process of file acquisition and organisation can take hours per day. SFTP saves time wasted on manual checking and downloads by automatically receiving files in ideal locations.

What is SFTP?

SFTP (SSH File Transfer Protocol/Secure File Transfer Protocol) is a network protocol that provides file access, file transfer, and file management over any reliable data stream. SFTP is an upgraded version of standard FTP which sends files over secure shell (SSH), providing a higher level of security. SFTP needs only a single port number for all SFTP communications, making it easier to secure than FTPS which uses multiple port numbers. For more information on why we think SFTP is the best choice for our clients, read our blog post File Management Guide for Hedge Funds and Asset Managers: The difference between SFTP, FTP and FTPS.

Use cases

To remove manual efforts and errors for downloading and organising files from multiple sources. Some common workflows SFTP supports include:

  • Custom reporting
  • Data aggregation, normalisation and time series
  • Third-party integrations
  • Data extraction and data transformation
Use cases
PluginsUse Cases

How does it help?

Automation of file collection including trade files, interests, etc by one of the following methods:

a) We will give our SFTP account information to the client’s counterparties/service providers for them to push their reports to our account.

b) The client’s counterparties or service providers will set up an SFTP account and give us the login details for us to download their reports.

Key features

Custom alerts: when files are received and when files are not received

Show trends in file arrival time

All files are retained for 7 years

Pricing Options


Standard plan includes:

  • SFTP service

$500 / mo


Elite plan includes:

  • SFTP service
  • Front end included
  • Data extraction – file content read and captured into database

$1000 / mo


Enterprise plan includes:

  • SFTP service
  • Front end included
  • Data transformation to desired output
  • Use cases include:
    • Custom reporting
    • Data aggregation, normalisation and time series
    • Third-party integration & more!

Custom $

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