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Financial history is locked away
Portfolios, transactions, beneficiaries, and account records are spread across legacy platforms and competitor systems.
Financial Services
Migrate Financial Data without the risk
Securely extract and transform financial data from legacy systems and competitors. SOC 2 Type 2 certified.
Book a demo (opens in a new tab)Loved by leading companies
- Order.co
- Rillet
- CurbWaste
- Granum
- Cariina
- Arketa
- NectarVet
- Golf Live
Problem
Client data is trapped.
Portfolios, transaction histories, and account records are locked in legacy platforms or competitor systems. Manual migration means compliance risk, data errors, and weeks of delay.
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Manual migration creates risk
Financial data requires secure handling, clean reconciliation, and audit trails before teams can trust the result.
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Complex structures slow onboarding
Multi-entity records, currencies, and account schemas make migration more than a simple export and import.
100%auditability expected for regulated data movement
Most financial data lives in systems that make switching feel riskier than staying put.
Solution
Extract financial data from anywhere, even systems without APIs.
Rubie's AI agents access data from legacy wealth management platforms, banking systems, and proprietary databases. No pre-built integrations required.
Smart Extractor
Agent-based extraction from applications, portals, undocumented APIs, and complex financial hierarchies.
AI Data Transform
Standardize dates, currencies, and account schemas automatically while merging duplicate records and reconciling conflicts.
Security & Compliance
SOC 2 Type 2 certified controls, HIPAA compliant handling, and full audit trails for regulatory documentation.
“Days, not weeks. Full audit trails, secure handling, and the ability to handle portfolios, transactions, and multi-entity structures.”
Your questions answered
How does Rubie access portals without an API?
Rubie operates portals through a browser, the way a human would, so teams can extract, transform, and load data even when an API or pre-built integration is not available.
Is credential and login data secure?
Rubie is built for secure data handling, including SOC 2 Type 2 certified controls, encrypted workflows, and auditability for sensitive customer data.
What happens when a portal UI changes?
Rubie workflows are designed around browser automation and data validation, so teams can identify changes, adjust the workflow, and keep migrations moving without rebuilding a connector from scratch.
How long does it take to set up?
Setup depends on the source system and target schema, but the goal is to move teams from weeks or months of manual scoping to repeatable workflows that can run in days.
Can we use Rubie for ongoing syncs, not just one-time migrations?
Yes. Rubie can support repeatable extraction and transformation workflows when the same source or data motion needs to run again.
What systems can Rubie load data into?
Rubie transforms source data into the schema your product or operational system expects, including application databases, CRMs, ERPs, CSV handoffs, and custom destinations.
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