Secure Data Exchange Platform
Real-time, encrypted data transfer between financial institutions and advisors with complete audit trails.
Start Data ExchangeHow It Works
Four simple steps to secure data exchange
Connect Your Systems
Integrate with your existing infrastructure using our secure API.
Authorize Access
Set granular permissions for data access with role-based controls.
Exchange Data
Transfer data securely in real-time with end-to-end encryption.
Track & Audit
Complete audit trails and compliance reporting for every transaction.
Core Features
Enterprise-grade data exchange capabilities
End-to-End Encryption
AES-256 encryption for all data in transit and at rest with secure key management.
Real-Time Sync
Instant data synchronization with sub-second latency across all connected systems.
RESTful API
Comprehensive API documentation with SDKs for major programming languages.
Data Validation
Automated data validation and quality checks before transmission.
Compliance Reporting
Built-in compliance reports for GDPR, SOC 2, and financial regulations.
Automatic Retry
Intelligent retry mechanisms ensure data delivery even during network issues.
Use Cases
Trusted by organizations across the financial industry
Banks & Credit Unions
Share account data securely with authorized advisors while maintaining regulatory compliance.
Insurance Companies
Streamline policy data exchange with brokers and agents for faster underwriting.
Investment Firms
Real-time portfolio data synchronization for accurate reporting and analysis.
Pension Funds
Secure member data sharing for transfer processing and benefit calculations.
Why Choose Finerty Data Exchange
Bank-Grade Security
99.99% Uptime SLA
Full Compliance
24/7 Support
Get Started — Transform Your Data Exchange
Join thousands of financial institutions already using Finerty for secure data exchange
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