Just In Time Wealth Management
Just-In-Time Wealth Management Efficiency: Applying Toyota’s Timeless Lessons
The Myth of Independence in Financial Advice

Hadrius + Milemarker Integration | Own Your Data

Connect Hadrius and Milemarker to Automate Compliance and Supervision Workflows

Set Up Your First Integration

Connect Hadrius, the AI-powered compliance platform for financial advisors and RIAs, with Milemarker to automate surveillance workflows, synchronize compliance data, and streamline documentation across your tech ecosystem.

Milemarker integrates with Hadrius to bring real-time compliance monitoring, review alerts, and audit-ready documentation into your operational workflows. This integration helps firms maintain proactive compliance, reduce manual tasks, and unify supervisory oversight with day-to-day operations.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

  • A flagged activity or communication reviewed by Hadrius AI

     

  • A compliance task or disclosure is completed or overdue

     

  • A new policy violation or supervisory alert is issued
  •  

Add Your Action

An Action is what Milemarker does in response—like:

  • Notifying your compliance team in Slack, Teams, or email

  • Syncing flagged activity into your CRM, HR system, or compliance dashboard

  • Logging documents or evidence into centralized storage or audit systems

You're Connected!

Once integrated, Milemarker ensures Hadrius insights and compliance workflows flow seamlessly into your operational stack—closing the loop between real-time surveillance and actionable firmwide processes.

 

 

 

⚙️Supported Data and Workflow Channels via Hadrius

- Email, Chat & Communication Surveillance
- Personal Trading Disclosures

- Outside Business Activity Logs
- Policy Updates and Supervisory Reviews

Why Choose Milemarker?

Proactive Compliance Automation

Ensure nothing slips through the cracks across systems

Real-Time Oversight

React instantly to flagged risks or advisor disclosures

Built for RIAs and Enterprises

Designed for firms with growing teams and expanding compliance needs

Strengthen Your Compliance Infrastructure with Hadrius + Milemarker


If your firm uses Hadrius to modernize compliance and automate supervision, Milemarker helps extend that intelligence into every operational layer—turning insights into automated, trackable actions.

Let’s connect Hadrius and Milemarker today.