Jira connects to Milemarker to sync project issues, sprints, and workflow statuses for technology and operations teams at advisory firms. The integration enables Milemarker operational events to create or update Jira issues, streamlining IT and project tracking.

Slack connects to Milemarker to send automated notifications, alerts, and data-driven messages to advisor team channels. The integration enables Milemarker to surface portfolio alerts, client events, and operational notifications directly within Slack workflows.

Microsoft Teams connects to Milemarker to send automated notifications, portfolio alerts, and operational messages to advisor team channels. The integration enables Milemarker events to surface as Teams messages, keeping advisors informed without leaving their collaboration environment.

Sync custodial accounts, positions, and transactions from Altruist on a daily feed.

Axos Clearing will deliver automated SFTP-based data feeds to Milemarker, syncing account, position, and transaction data for consolidated reporting. This integration is currently in development and will be available soon.

Fidelity's SFTP integration with Milemarker delivers daily account, position, and transaction files to power consolidated reporting and performance analytics. As one of the most widely used custodians among RIAs, this integration is a foundational data source for Milemarker clients.

First Clearing, a Wells Fargo subsidiary, delivers SFTP-based account and position data to Milemarker for broker-dealer and RIA reporting. Automated file ingestion keeps holdings and transaction history current across your dashboards.

LPL Financial data flows to Milemarker through Milemarker's managed data services team, which handles SFTP feed setup, mapping, and onboarding for affiliated advisors. Daily account, position, and transaction data lands in your warehouse on a managed cadence.

Osaic (formerly Advisor Group) provides SFTP-based data feeds to Milemarker for affiliated advisor firms. Account, position, and transaction data is ingested and normalized for use in consolidated reporting and analytics.

Pershing, a BNY Mellon company, connects to Milemarker via SFTP to deliver account, position, transaction, and holdings data for broker-dealers and RIAs. Daily files are normalized and reconciled into your firm's data lake alongside every other custodian your firm runs.

Raymond James delivers SFTP-based custodial data to Milemarker, enabling automated ingestion of account, position, and transaction records. Advisors affiliated with Raymond James can leverage this feed for consolidated performance reporting.

Schwab's SFTP integration with Milemarker is one of the most common custodian connections for RIAs, delivering daily position, transaction, and account files. Milemarker's automated ingestion pipeline normalizes this data for reporting, analytics, and CRM sync.