Orion Compliance handles employee oversight, firm oversight, client oversight and real-time audit trails for registered investment advisors and broker-dealers. Like every system in your stack it holds a slice of the firm — employee activities, compliance processes, client holdings and regulatory compliance records — 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 Orion Compliance agreement permits you to extract, store and reuse, then land compliance alerts, surveillance data and regulatory records 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 Orion Compliance 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.