Real Results from Real FyleHub Clients

The Challenge

A regional pension fund administrator was managing data from 22 custodians using a combination of FTP downloads, manual spreadsheet transformation, and overnight batch jobs. Their operations team of four people spent the majority of each week on data collection, reconciliation, and formatting — leaving little time for the analytical work that actually served the plan sponsors. The fund's compliance team struggled to produce data provenance documentation for an annual audit, requiring a two-week manual evidence-gathering exercise.

The Solution

FyleHub connected to all 22 custodians via SFTP and API, automated the daily data collection and normalization process, and configured custom output formats for each plan sponsor's reporting requirements. The implementation team completed the migration in six weeks, running in parallel with the legacy process for four weeks to validate accuracy before cutover.

Key Outcomes

• Operations team redeployed from data handling to analytical and advisory work
• Audit trail documentation reduced from 2-week manual exercise to 20-minute export
• Regulatory filings completed two days earlier each quarter due to faster data availability
• Zero data-related reporting errors in the 12 months following implementation

The Challenge

A wealth management firm serving 340 high-net-worth households had client assets spread across 18 custodians — a portfolio that had grown through years of client acquisition and custodian relationships. Each custodian delivered data differently: some via SFTP, others via a web portal, a few still via emailed CSV attachments. The firm's portfolio management system required data in a specific normalized format, and a team of two operations analysts spent three days every week downloading, reformatting, and loading custodian data.

The Solution

FyleHub consolidated all 18 custodial feeds into a single aggregation platform, with custom connectors for each custodian's delivery method and format. The platform normalized all incoming data to the portfolio management system's required format and delivered it automatically each morning before market open. For custodians that still emailed CSV attachments, FyleHub's email ingestion feature parsed the attachments automatically without requiring any change from the custodian.

Key Outcomes

• Advisor productivity increased as complete household data available at market open
• Two operations analysts redeployed to client service and compliance work
• Ability to onboard new custodian connections in days rather than months
• Client reporting cycle reduced by two days due to faster data availability

The Challenge

An alternative asset management firm was receiving NAV data, capital call notices, distribution notices, and investor communications from 31 fund administrators covering their private equity, real estate, and hedge fund portfolio. The fragmented nature of alternative fund reporting — each administrator using different formats, delivery methods, and schedules — meant the firm's investor relations team was constantly chasing data to respond to LP inquiries. Quarterly investor reports required three weeks to produce due to data collection delays.

The Solution

FyleHub established connections to all 31 fund administrators, normalizing their highly varied data formats into the firm's master data model. The platform also configured automated validation rules to detect fund administrator reporting errors — a common occurrence in alternative data — and escalate exceptions for human review. Investor reporting templates were connected directly to the FyleHub data output, enabling template population as soon as data arrived.

Key Outcomes

• Quarterly investor reporting cycle reduced from three weeks to three days
• LP satisfaction scores improved significantly after faster reporting implementation
• 15% of fund administrator data submissions automatically flagged for errors
• Investor relations team capacity freed for relationship work rather than data chasing