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Bridge Broadridge HostedSFTP workflows into modern cloud storage

Couchdrop helps teams exchange Broadridge files over SFTP while routing operational documents and data extracts into cloud folders and partner workflows.

Category

Finance & Capital Markets

Type

Platform

Integrate Broadridge with Couchdrop

How it works

Financial operations teams use Broadridge file exchange for controlled uploads, downloads, reports, and partner handoffs. Couchdrop helps remove manual file handling by mapping each SFTP flow to the right cloud-backed folder and applying routing rules as files arrive.

This is useful for firms that want auditability and automation around regulated operational file exchange without building custom middleware.

Capabilities

  • Exchange files with Broadridge SFTP workflows
  • Route inbound reports and extracts into storage-backed folders
  • Prepare outbound files from controlled cloud folders
  • Archive originals and sent files for audit
  • Automate partner and internal handoffs

Getting started

Couchdrop can connect with Broadridge HostedSFTP once the relevant file delivery or collection methods have been enabled.

  1. Create a Couchdrop folder structure for Broadridge inbound and outbound files.
  2. Connect those folders to the storage system used by operations or client-service teams.
  3. Configure SFTP users and automations to move, copy, archive, and route each Broadridge file.

More info

View docs