Connect ComplySci to Milemarker

ComplySci is used to automate day-to-day compliance activities for RIAs, wealth managers and broker dealers. Milemarker connects to it and brings compliance records, trade monitoring, employee data and regulatory reports into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

ComplySci is used to automate day-to-day compliance activities for RIAs, wealth managers and broker dealers. Like every system in your stack it holds a slice of the firm — dashboard insights and analytics, audit trails, risk assessment tools and compliance calendars — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your ComplySci agreement permits you to extract, store and reuse, then land compliance records, trade monitoring, employee data and regulatory reports over a secure API connection into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there ComplySci data is no longer a silo. It joins your custodial, CRM and communications data under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.

How it works.

We start by reviewing what ComplySci holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — compliance records, trade monitoring, employee data and regulatory reports — and is normalized into a model your firm owns inside its own Snowflake environment. Access is governed there: row-level entitlements, PII masking and audit trails applied per user and per field. From that point ComplySci data can be combined with any other source you hold the rights to use.