Aggregate Financial Data from Any Source
Replace manual FTP downloads and email attachments with automated, scheduled ingestion from 500+ custodians, fund admins, and data vendors. Zero custom code.
Data Sources
FyleHub
Ingest · Validate · Normalize · Log
Your Systems
What Data Aggregation Looks Like Today
Most institutional investors are still running data pipelines that were designed 15 years ago.
Without FyleHub
- ✗Log into 8–12 custodian portals every morning to download files
- ✗Manually rename, reformat, and load files into internal systems
- ✗No alert when a feed is late — discovered hours after markets open
- ✗Custodian format changes break pipelines with no warning
- ✗15+ hours/week spent on manual data pulling and fixing
With FyleHub
- Data from every custodian arrives automatically on your schedule
- Files are validated, normalized, and loaded with zero manual steps
- Instant alerts when any feed is late or malformed
- Format changes detected and connectors updated by our team
- Reclaim 15+ hours/week — data is ready when your team arrives
Three Steps to Fully Automated Data Ingestion
Point FyleHub at Your Sources
Select from 500+ pre-built connectors for every major custodian — State Street, BNY Mellon, Pershing, Northern Trust, Schwab, Fidelity, and hundreds more. Configuration takes 1–3 days per source. For custodians not in our library, we build a new connector within one week.
- SFTP, API, and email ingestion
- Key-based auth + IP whitelisting
- Custom schedules per source
Connector Library (sample)
FyleHub Runs Your Pipeline Automatically
Ingestion runs on the schedule you configure — end-of-day, intraday, or event-triggered. FyleHub monitors each source continuously, retries transient failures with exponential backoff, and alerts your team within minutes if a feed is missing or malformed.
- End-of-day, intraday, and event-triggered schedules
- Automatic retry with exponential backoff
- Immediate alerts for missing or malformed feeds
Every File Logged with Full Lineage
Each successfully ingested file is written to the immutable audit trail with source, record count, timestamp, SHA-256 checksum, and parsed field inventory. The record is permanent, queryable, and ready for compliance review at any time.
- SHA-256 checksums on every file
- 7-year immutable audit retention
- Field-level lineage tracking
Audit Record
Every Format. Every Protocol. Every Custodian.
FyleHub's parser library handles every file format used in institutional finance. When a custodian uses a proprietary format, we build a parser for it — you never have to.
| Spec | Detail |
|---|---|
| Scheduling | Real-time, hourly, daily, custom cron |
| Auth Methods | SFTP keys, OAuth 2.0, API keys, MFA |
| Encryption | TLS 1.3 enforced for all connections |
| Retry Logic | Exponential backoff, configurable |
| Audit Trail | Immutable, 7-year retention |
| New Connectors | 1–3 days (library) / 5–7 days (new) |
“FyleHub replaced a process that took our operations team three hours every morning. Now the data is ready before anyone arrives. We recovered 12 hours per week from the first month.”
— Head of Operations, $3.2B Pension Fund
Manual Work Recovered
Full Implementation
Engineering Hours Required
Frequently Asked Questions
QHow does FyleHub connect to custodians?
FyleHub maintains pre-built connectors for every major custodian — including State Street, BNY Mellon, Northern Trust, Schwab, Fidelity, and Pershing. Each connector handles authentication, API rate limiting, session management, and format parsing. For custodians not in our library, our team builds a new connector typically within one week.
QWhat file formats does FyleHub support?
Every format used in financial services: CSV, Excel, fixed-width text, XML, JSON, SWIFT MT, FIX protocol messages, PDF statements, Parquet, Avro, and proprietary custodian formats. Our parser library covers every format we have encountered across 500+ institutional integrations.
QHow long does a new custodian integration take?
For custodians already in our connector library, configuration takes 1–3 days. For custodians not yet in our library, we build a new connector within 5–7 business days. Most clients are fully live with all their custodians within the 2–4 week implementation window.
QWhat happens when a custodian changes their file format?
FyleHub monitors format changes automatically and updates parsers on our end. When a custodian changes their schema, we detect the deviation during ingestion, alert our team, update the connector, and your pipeline resumes. No action required from your team.
QHow secure is the SFTP connection?
FyleHub uses industry-standard SFTP with key-based authentication, TLS 1.3 encryption, and IP whitelisting where supported. All credentials are stored in an encrypted vault. Every connection is logged in the immutable audit trail.
Stop Downloading Files Manually. Start Aggregating Automatically.
Book a 30-minute demo and see FyleHub connect to your specific custodians.
No commitment required · Setup in 2–4 weeks