Skyvia

Skyvia is a cloud-based data integration platform that connects systems without the enterprise price tag of MuleSoft or Informatica. We use it to move data between platforms, automate imports, and keep systems synchronised.

For fund managers, the most common use case is automated platform data uploads. Raw CSV files from investment platforms are processed, transformed, and loaded into Salesforce on a scheduled basis. Skyvia handles the plumbing, we handle the logic and the data model.

It also supports reverse ETL, meaning you can push CRM data outward to other systems, reporting tools, or flat file outputs for compliance and regulatory reporting.