Osaic + Milemarker Integration

Osaic + Milemarker Integration | Own Your Data

Connect Osaic and Milemarker to Streamline Data and Advisory Operations

Set Up Your First Integration

Quickly connect Osaic, one of the nation’s largest networks of independent financial professionals, with Milemarker to automate advisor workflows, sync data across systems, and improve operational efficiency across your enterprise.

Milemarker enables seamless integration with Osaic’s platforms—unifying advisor, client, and operational data into a single, actionable workflow engine. Automate key processes, enhance client servicing, and centralize data visibility across your firm’s infrastructure.

How It Works

Choose a Trigger

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

A new advisor onboarding through Osaic
A client account update or custodial action
A compliance event or document submission logged

Add Your Action

An Action is what Milemarker does in response—like:

Syncing advisor or client data into your CRM or reporting tools

Triggering onboarding checklists and compliance workflows
Notifying your internal teams of updates or documentation needs

You're Connected!

With the integration live, Milemarker ensures your Osaic data flows effortlessly across internal platforms—reducing operational friction and driving real-time visibility for leadership, compliance, and client-facing teams.

Supported Data and Workflow Channels via Osaic

- Advisor & Client Profiles
- Account & Custodial Updates

- Compliance & Regulatory Documents
- Operational Activity Logs

Why Choose Milemarker?

Enterprise-Ready

Built to support the complex data flows and scale of large advisory networks

Automated Compliance

Capture and route regulatory documents as they happen

Fast, No-Code Setup

Go live quickly with secure, scalable integrations

Unlock Scalable Advisory Operations with Osaic + Milemarker

If your firm is part of or partnered with Osaic, Milemarker brings automation, visibility, and control to your advisor network—helping you elevate performance, reduce manual processes, and stay ahead of compliance requirements.

Let’s connect Osaic and Milemarker today.