Connect Osaic to Milemarker

Osaic handles support and community of service-driven professionals for financial professionals and institutions. Milemarker connects to it and brings accounts, positions and transactions into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Osaic handles support and community of service-driven professionals for financial professionals and institutions. Like every system in your stack it holds a slice of the firm — 11,000+ financial professionals, 270+ financial institutions and 4M+ clients nationwide — 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 Osaic agreement permits you to extract, store and reuse, then land accounts, positions and transactions over an encrypted SFTP feed 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 Osaic data is no longer a silo. It joins your custodial feeds, planning tools, billing and CRM 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 Osaic holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over an encrypted SFTP feed — accounts, positions and transactions — 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 Osaic data can be combined with any other source you hold the rights to use.