SFTP Integration

Automated document repository

Use your SFTP as a centralized repository to store all subscription and supporting documents—fully automated, always up to date.

CITCO automated document transfer

Automatically deliver FundSub documents to CITCO’s storage to streamline their downstream processing and workflow.

CITCO review workflow

Bring CITCO’s review results directly into FundSub, giving GPs a single, centralized place to track progress and status.

SS&C automated document transfer

Automatically deliver FundSub documents to SS&C’s storage to streamline their downstream processing and workflow.

SS&C review workflow

Surface SS&C’s review results directly in FundSub so GPs can monitor status and keep all tracking in one place.