Automate Morningstar feed delivery and collection with cloud SFTP
Couchdrop connects Morningstar FTP/SFTP workflows to modern storage and automates feed receipt, provider collection, archive, and downstream delivery.
Category
Finance & Capital Markets
Type
Data Provider
Integrate Morningstar with Couchdrop
How it works
Morningstar feed workflows often support investment data, reference data, advisor files, and provider submissions. Couchdrop helps manage both directions of exchange: receive recurring files, stage outbound files, and keep every delivery tied to a controlled folder and audit trail.
Automations can create dated archives, route files to BI or warehouse folders, and separate source/provider submissions from customer-facing outputs.
Capabilities
- Receive Morningstar files via SFTP or FTP-compatible workflows
- Send provider or client files through SFTP/FTP workflows
- Route feeds to SharePoint, Google Drive, S3, or Azure Blob
- Archive original files for lineage and replay
- Automate delivery, collection, naming, and exception handling
Getting started
Couchdrop can connect with Morningstar Data Feeds once the relevant file delivery or collection methods have been enabled.
- Create separate Couchdrop folders for Morningstar inbound and outbound flows.
- Map each folder to the cloud storage location used by data, operations, or provider-management teams.
- Configure transfer credentials and automations for receipt, archive, collection, and downstream handoff.