FinSwitch provides a mechanism for the transaction flow between the various Product Providers and Investment Managers.

The platform enables all transaction types as well as the distribution of underlying portfolio details.

The Finswitch plugin contains functions that are designed to facilitate the automation of Finswitch integrations:

  • FinSwitch Download File: To download a specified file from the FinSwitch server.
  • FinSwitchGetProcessStatus: To return the status of a FinSwitch process, using a specified ID.
  • FinSwitchUploadFile: To upload a specified file to the FinSwitch server.

Also see