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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.
Overview.
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.
How it works.
Automated secure file transfer over encrypted SFTP. Data synced includes: Accounts, Positions, Transactions.
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