FINIO Developer Portal

FINIO SFTP Service

FINIO supports SFTP Pull and Push technology to supply your data
Below is a set of sample files that are available once you have signed up for our SFTP service
If you wish to receive data files via SFTP then please complete this form to begin the process. Our sales team will be in touch shortly

Sample SFTP Files

Click the download button next to each file to view the sample file

Assets
A list of funds and prices for a particular day
Wrappers
A list of wrappers for a particular day
Clients
A list of clients for a particular day
Client Wrappers
A join table with ClientIds and Wrapper Ids
Investments
A list of investments in wrappers for a particular day
Transactions
A list of transactions for a particular day
Transaction Types
A list of transaction types
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