Orion Compliance connects to Milemarker to sync compliance monitoring, surveillance alerts, and regulatory data for RIAs using Orion's compliance module. The integration enables Milemarker to incorporate compliance status and exception data into operational reporting.
Overview.
Orion Compliance connects to Milemarker to sync compliance monitoring, surveillance alerts, and regulatory data for RIAs using Orion's compliance module. The integration enables Milemarker to incorporate compliance status and exception data into operational reporting.
How it works.
Real-time data sync via a secure API connection. Data synced includes: Compliance Alerts, Surveillance Data, Regulatory Records.

