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