How to use the FTP

What is an FTP site?

FTP is an acronym for File Transfer Protocol. As the name suggests, FTP is used to transfer files between computers on a network. You can use FTP to exchange files between computer accounts, transfer files between an account and a desktop computer, or access online software archives. This is a secure way to upload and download documents between you and AssetBook.

Why should I use it?

We use this site to exchange confidential information with you including uploading daily account maintenance files, client billing files, SEC audit results, etc. Maybe you have a support request where we need to look at certain account numbers. We recommend that you do not send account numbers in an insecure email. You can upload a spreadsheet to the FTP site with those account numbers.

Mac User?

To access the FTP site on a Mac use the “Command + K” function. This will open the FTP site and allow you to access or download the files. However, to upload files to the FTP site via a Mac you must install software such as Filezilla or Cyberduck.

What are my username and password?

Your username and password will be assigned to you once you have access to your database. A member of our team will relay this information to you once it is available.

For detailed instructions download our whitepaper by clicking below:

FTP Access

 

PowerUp Your Firm

Classic Users are really just experiencing the tip of the Iceberg.

RADAR adds form and function for firms that adopt it.iceberg

Some of Radar’s most used features include:

  • Configurable dashboards:
    • Cash Mangement
    • Allocation
    • Performance
    • Tax Summaries
    • Alerts
  • Graphical Reporting
  • State of the Art Client Portal and two-way document sharing

To learn more about the benefits of migrating to RADAR contact a member of our sales team today. Or join us for our annual Power Up Conference in August and see what current RADAR advisors are buzzing about.

Check out more in the video below.