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Bridge Broadridge HostedSFTP workflows into modern cloud storage

Connect to a Broadridge HostedSFTP endpoint to exchange files between Broadridge and other platforms & systems.

Category

Finance & Capital Markets

Type

Platform

Integrate Broadridge with Couchdrop

How it works

Financial operations teams use Broadridge HostedSFTP for controlled uploads, downloads, and transfers of operational files. Couchdrop helps remove manual file handling by mapping each SFTP flow to cloud storage and systems by applying routing and processing rules as files arrive.

Couchdrop supports both sending files into Broadridge HostedSFTP and securely receiving files into storage platforms and systems via SFTP. 

Capabilities

  • Exchange files with Broadridge HostedSFTP
  • Route inbound reports and extracts into storage and systems
  • Prepare outbound files from controlled cloud folders
  • Automate file archival, processing, and secure transfers

Getting started

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

  1. Connect storage and create SFTP users Broadridge HostedSFTP. Users can be mapped to either the directory where you accept files or send files from. 
  2. Add the user or server information to Broadridge for sending/receiving files, depending on which system will initiate the transfer. 
  3. Configure automations to schedule workflows that move, copy, archive, and/or route files

More info

View docs