Secure SFTP for Financial Services

In the financial sector, the secure and timely delivery of sensitive client information is not just expected—it's essential. Whether you're a brokerage firm sending monthly statements to clients, a financial advisor exchanging portfolio updates, or a payroll processor delivering earnings reports, the confidentiality and reliability of your file transfer process must be airtight.

That’s where our secure SFTP platform comes in.

Built for Financial Workflows

Our platform simplifies the secure exchange of financial data, allowing financial services providers to send client documents, trade confirmations, and account statements with confidence. You can upload files manually or automate delivery through our robust API, ensuring your customers receive the right documents on time, every time.

With no server setup required, financial professionals can launch secure file transfer workflows in minutes—ideal for teams who need speed, simplicity, and compliance without a complex IT footprint.

Secure, Encrypted, and Compliant

Every plan includes fully encrypted storage (AES-256 at rest) and file transfer via secure SFTP or SCP protocols. Files are scanned for viruses on upload to ensure a clean and safe transfer environment. For firms that require retention, optional encrypted backups can be added to match your chosen storage capacity.

All data is stored in secure data centres located within the UK, EU, or EEA to support compliance with international regulations such as GDPR and to help meet internal security policies for data residency.

Automate Statement Delivery with Our API

Instead of manually sending documents, financial institutions can integrate directly with our API to automate:

• Client statement distribution
• Periodic investment summaries
• End-of-month trading or transaction reports
• Data handoffs to third-party processors or custodians

Using our API, you can automatically provision accounts, upload files, and manage folders programmatically—making it easy to scale client communications without increasing operational overhead.

Fast Onboarding, No Infrastructure Needed

There’s no software to install, no servers to maintain, and no complicated configurations. Once you purchase a plan, your API access is ready immediately, allowing you to integrate secure file delivery directly into your existing CRM, reporting tools, or client portals.

Finance moves fast. So should your secure file delivery.
Choose a plan, enable backups if needed, and start sharing files with confidence—today.