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LeanFintech
LeanFintech RTA Sync

Get RTA files in. Get clean records out.

Normalize CAMS and KFintech reverse feeds into canonical transactions, positions, SIPs, commissions, exceptions, and batch summaries.

Design your RTA pipeline Read the technical guide
Reverse-feed infrastructure for distributor books and wealth platforms.
POST /v1/rta-sync/normalizestateless
input files
CAMSCSV + DBF reports
KFintechCSV + XLS + XLSX
Uploadone or more files
Deliveryinbox or forwarding
RTA Sync EngineDetect, map, normalize, warn
provider -> canonical
typed output
Recordscanonical JSON
Warningssource exceptions
Summarybatch counts
Sourceoptional raw fields
provider: autoCSV · XLS · XLSX · DBF
Built for the Indian RTA workflow
CAMSKFintechMFD platformsWealth operations
The data path

One contract across provider-specific files.

RTA Sync preserves source context while giving the rest of your product a common vocabulary.

CAMS and KFintech reverse-feed files are normalized into canonical transactions and reconciled into operational record categories.
Typed report families

More than a transaction-file reader.

Each report family stays meaningful instead of being forced into one generic row shape.

Investor and portfolio

Investor, folio, transaction, position snapshot, NAV, and statement-document records.

Systematic instructions

SIP, STP, and SWP registrations, pauses, expiries, terminations, and rejections.

Operations

Exceptions, brokerage payouts, mandates, settlement issues, and unmatched source records.

For platforms

Keep every distributor book current.

  • Route files by tenant, distributor, branch, or batch reference
  • Remove separate CAMS and KFintech field mappings
  • Surface rejected, pending, missing, and unmatched work
  • Power portfolio, CRM, reporting, and commission workflows
Clear product boundary

Data infrastructure, not order execution.

RTA Sync does not execute purchases, redemptions, switches, SIPs, STPs, or SWPs. It keeps the records behind those workflows usable and current.

POST /v1/rta-sync/normalize
files=@kfintech-feed.csv
provider=auto
include_source=true
Questions

RTA Sync, answered.

What does RTA Sync normalize?

CAMS and KFintech reverse-feed files across investor, folio, transaction, position, SIP, NAV, exception, brokerage, mandate, and statement workflows.

Which file formats are supported?

CSV, XLS, XLSX, and DBF. You can submit one or more related files in a multipart request.

How can files reach RTA Sync?

Start with direct file upload. Gmail, Outlook, and email-forwarding connectors can deliver RTA reports to the same engine.

Does RTA Sync place mutual-fund orders?

No. It normalizes and reconciles the data behind distribution and wealth workflows; it does not execute orders.

Replace the reverse-feed pipeline you keep repairing.

Bring a CAMS or KFintech sample and the operating model behind it.

Review your RTA architecture