Connect Global Relay to Milemarker

Global Relay handles compliant messaging across various channels, high-performance data connectors and integrated surveillance for wealth-management firms. Milemarker connects to it and brings communications archives, compliance records and surveillance data into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Global Relay handles compliant messaging across various channels, high-performance data connectors and integrated surveillance for wealth-management firms. Like every system in your stack it holds a slice of the firm — communications data, voice data, trade data and SMS data — 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 Global Relay agreement permits you to extract, store and reuse, then land communications archives, compliance records and surveillance data 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 Global Relay 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 Global Relay holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — communications archives, compliance records and surveillance data — 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 Global Relay data can be combined with any other source you hold the rights to use.