SEC + Milemarker Integration

SEC+ Milemarker Integration | Own Your Data

Connect the SEC and Milemarker to Streamline Data and Regulatory Workflows

Set Up Your First Integration

Connect the U.S. Securities and Exchange Commission (SEC)’s public filings, regulatory data, and disclosure information with Milemarker to automate compliance workflows, track key updates, and centralize regulatory intelligence into your firm’s operations.

Milemarker empowers firms to integrate real-time SEC data into internal systems—enabling compliance tracking, automated alerts, and centralized access to disclosures, filings, and enforcement actions relevant to your business or clients.

How It Works

Choose a Trigger

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

A new SEC Form ADV, 10-K, or 13F filed

An enforcement action or regulatory update published

A disclosure update involving a client, advisor, or institution

Add Your Action

An Action is what Milemarker does in response—like:

Logging the filing or disclosure into your compliance system

Notifying legal or compliance teams of key changes

Creating a review task or documentation trail in your workflow tool

You're Connected!

Once integrated, Milemarker continually monitors SEC filings and updates—feeding structured data into your firm’s workflows so you can respond quickly, ensure compliance, and stay ahead of regulatory changes.

Supported Communication Channels via SEC

- SEC Filings (ADV, 10-K, 13F, 8-K, etc.)
- Enforcement Actions and Administrative Proceedings

- Regulatory Policy Updates
- Investment Adviser and Institutional Data

Why Choose Milemarker?

Proactive Compliance

Turn raw regulatory data into timely, automated workflows

Centralized Oversight

Aggregate critical filing and disclosure information in one place

Scalable for Any Firm

Whether you manage compliance for 10 clients or 10,000, Milemarker grows with you

Build Smarter Regulatory Processes with SEC + Milemarker

If your firm needs to monitor SEC filings, disclosure events, and enforcement activity, Milemarker helps automate the process—so your teams stay informed, stay compliant, and stay efficient.

Let’s connect SEC and Milemarker today.