Normalize and route data across Schwab, Fidelity, Pershing, and more — without building custom mappings for each custodian's data format. One workflow handles all of them.
No-code builder · Schwab, Fidelity, Pershing · SOC 2 Type II · No custom integrations
Schwab calls it one thing. Fidelity names the field differently. Pershing delivers on a different schedule and uses a different date format. Each custodian has its own data structure, its own field naming conventions, and its own quirks — and your team manually reconciles the differences every day.
Firms with multiple custodial relationships spend disproportionate ops time on data normalization rather than client work. Milemarker Relay handles the translation layer automatically — ingesting each custodian's native format and routing normalized, structured data to every downstream system in your stack.
These are the multi-custodian automations ops teams implement with Milemarker Relay to eliminate the daily reconciliation burden.
Incoming custodian data — regardless of source format, field names, or delivery schedule — normalized to a consistent structure before it touches any downstream system.
Accounts across all custodians routed to your portfolio management system with consistent structure — one view of the full book of business, no matter how many custodians hold it.
Reporting platforms receive normalized data from all custodians on the same schedule — client performance reports, billing reconciliation, and regulatory submissions all draw from a single structured source.
ACAT and transfer events tracked across custodians automatically — status updates routed to advisors, clients notified at each milestone, exceptions escalated for review.
Holdings data from each custodian reconciled against your system of record automatically — discrepancies flagged before they become reporting problems or client inquiries.
When data fails validation, fields are missing, or values fall outside expected ranges, Milemarker Relay flags the exception, notifies the right team, and holds the record until it's resolved.
Normalize, route, and reconcile custodian data automatically — no custom integrations, no manual translation, no daily reconciliation burden.