Platform
Platform
Business Intelligence
Business Intelligence without the Bloat
Real-time visibility into your firm's performance. No more waiting for reports. No limits on data sources or your creativity.
The Milemarker Data Engine makes your BI investment actually work at the speed of thought.
The BI Challenge
Great Tools. Terrible Data.
You invested in Power BI.
Built beautiful dashboards. Then spent months trying to connect your 12 different systems.
Your Tableau licenses are expensive.
But half your reports show “No Data Available” because the integration broke again.
Your team loves Sigma.
When they can actually get clean data into it, which happens maybe once a quarter.
The problem isn't your BI tool. It's your data infrastructure.
What Milemarker Delivers
The Data Foundation Powerful Results.
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Unified Data Layer
All your wealth management data—CRM, custodians, portfolio systems, billing platforms—flowing into one secure, analytics-ready warehouse.
Unified Data Layer
All your wealth management data—CRM, custodians, portfolio systems, billing platforms—flowing into one secure, analytics-ready warehouse.
Unified Data Layer
All your wealth management data—CRM, custodians, portfolio systems, billing platforms—flowing into one secure, analytics-ready warehouse.
Native BI Connectivity
Direct connectors to Power BI, Tableau, Sigma, and other leading BI platforms. No custom development required.
Native BI Connectivity
Direct connectors to Power BI, Tableau, Sigma, and other leading BI platforms. No custom development required.
Native BI Connectivity
Direct connectors to Power BI, Tableau, Sigma, and other leading BI platforms. No custom development required.
Real-Time Updates
Your dashboards refresh automatically as data changes across your systems. No more stale reports or manual exports.
Real-Time Updates
Your dashboards refresh automatically as data changes across your systems. No more stale reports or manual exports.
Real-Time Updates
Your dashboards refresh automatically as data changes across your systems. No more stale reports or manual exports.
Clean, Normalized Data
Consistent field names, standardized formats, and reliable relationships. Your BI tools see data the way they’re designed to.
Clean, Normalized Data
Consistent field names, standardized formats, and reliable relationships. Your BI tools see data the way they’re designed to.
Clean, Normalized Data
Consistent field names, standardized formats, and reliable relationships. Your BI tools see data the way they’re designed to.
Business Intelligence
Supported BI Platforms
Microsoft Power BI
Native connector with automatic refresh
Direct query capabilities for real-time dashboards
Role-based access control integration
Custom visual support for wealth management metrics
Microsoft Power BI
Native connector with automatic refresh
Direct query capabilities for real-time dashboards
Role-based access control integration
Custom visual support for wealth management metrics
Microsoft Power BI
Connect Investment Decisions To Trade Execution
Automatic Allocation & Rebalancing
Real-Time Funding Alerts & Cash Management
Custom visual support for wealth management metrics
Tableau
Live connection to Snowflake data warehouse
Extract optimization for performance
Advanced analytics and forecasting support
Mobile dashboard compatibility
Tableau
Live connection to Snowflake data warehouse
Extract optimization for performance
Advanced analytics and forecasting support
Mobile dashboard compatibility
Tableau
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Mobile dashboard compatibility
Sigma
Cloud-native connectivity with instant sync
Collaborative analytics and sharing
SQL and no-code query options
Embedded analytics capabilities
Sigma
Cloud-native connectivity with instant sync
Collaborative analytics and sharing
SQL and no-code query options
Embedded analytics capabilities
Sigma
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Embedded analytics capabilities
Other Platforms
Any BI tool that connects to Snowflake or supports standard SQL databases can leverage the Milemarker Data Engine.
The Transformation
The Transformation
Before Milemarker
Before Milemarker
Cloud-native connectivity with instant sync
Collaborative analytics and sharing
SQL and no-code query options
Embedded analytics capabilities
New account opening = 2 weeks, 6 systems, 47 manual steps
Approval process = email ping-pong and hope
Help desk = "have you tried turning it off and on again?"
Process visibility = "let me get back to you"
New account opening = 2 weeks, 6 systems, 47 manual steps
Approval process = email ping-pong and hope
Help desk = "have you tried turning it off and on again?"
Process visibility = "let me get back to you"
After Milemarker
After Milemarker
Building Reports
Drag & Drop From Unified Data
Dashboard Accuracy
Confident, Validated Data
Real-Time Insights
Automatic Updates
BI Tool ROI
Finally Maximized
" We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business. "
Laura Hubbell
Chief Information Officer, SignatureFD
" We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business. "
Laura Hubbell
Chief Information Officer, SignatureFD
" We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business. "
Laura Hubbell
Chief Information Officer, SignatureFD
Business Intelligence
Key Capabilities
Data Preparation
Automatic normalization and cleansing
Consistent field mapping across all sources
Historical data preservation and time-series support
Custom calculations and derived metrics
Data Preparation
Automatic normalization and cleansing
Consistent field mapping across all sources
Historical data preservation and time-series support
Custom calculations and derived metrics
Performance Optimization
Snowflake’s columnar storage for fast queries
Intelligent caching and query optimization
Elastic scaling for concurrent users
Pre-aggregated views for common reports
Performance Optimization
Snowflake’s columnar storage for fast queries
Intelligent caching and query optimization
Elastic scaling for concurrent users
Pre-aggregated views for common reports
Governance & Security
Role-based data access controls
Audit trails for all data usage
SOC 2 compliant infrastructure
Row-level security for multi-tenant environments
Governance & Security
Role-based data access controls
Audit trails for all data usage
SOC 2 compliant infrastructure
Row-level security for multi-tenant environments
Advanced Analytics Support
Time travel for historical analysis
Machine learning model integration
Real-time streaming data capabilities
Custom metric definitions and KPIs
Advanced Analytics Support
Time travel for historical analysis
Machine learning model integration
Real-time streaming data capabilities
Custom metric definitions and KPIs
Data Preparation
Automatic normalization and cleansing
Consistent field mapping across all sources
Historical data preservation and time-series support
Custom calculations and derived metrics
Governance & Security
Role-based data access controls
Audit trails for all data usage
SOC 2 compliant infrastructure
Row-level security for multi-tenant environments
Performance Optimization
Snowflake’s columnar storage for fast queries
Intelligent caching and query optimization
Elastic scaling for concurrent users
Pre-aggregated views for common reports
Advanced Analytics Support
Time travel for historical analysis
Machine learning model integration
Real-time streaming data capabilities
Custom metric definitions and KPIs
Business Intelligence
Common Use Cases
Executive Dashboards
Revenue trends, cost analysis, and profitability metrics with real-time updates from across your operation.
Executive Dashboards
Revenue trends, cost analysis, and profitability metrics with real-time updates from across your operation.
Executive Dashboards
Revenue trends, cost analysis, and profitability metrics with real-time updates from across your operation.
Advisor Performance Analytics
Book growth, client acquisition, and productivity benchmarking with automated data from CRM and portfolio systems.
Advisor Performance Analytics
Book growth, client acquisition, and productivity benchmarking with automated data from CRM and portfolio systems.
Advisor Performance Analytics
Book growth, client acquisition, and productivity benchmarking with automated data from CRM and portfolio systems.
Financial Planning Analysis
Fee reconciliation, margin analysis, and forecasting powered by clean, connected financial data.
Financial Planning Analysis
Fee reconciliation, margin analysis, and forecasting powered by clean, connected financial data.
Financial Planning Analysis
Fee reconciliation, margin analysis, and forecasting powered by clean, connected financial data.
Client Intelligence
Household analysis, wallet share opportunities, and retention modeling using unified client data.
Client Intelligence
Household analysis, wallet share opportunities, and retention modeling using unified client data.
Client Intelligence
Household analysis, wallet share opportunities, and retention modeling using unified client data.
Operational Reporting
Workflow efficiency, compliance monitoring, and resource utilization across all business functions.
Operational Reporting
Workflow efficiency, compliance monitoring, and resource utilization across all business functions.
Operational Reporting
Workflow efficiency, compliance monitoring, and resource utilization across all business functions.
Business Intelligence
Implementation Process
Implementation Process
Data Foundation
Connect your existing systems to the Milemarker Data Engine and establish unified data schemas.
Self-Service Access
Your team uses their existing BI skills and tools with clean, unified data—no additional training required.
Immediate Results
Start building better dashboards and reports right away using the BI platform you already know.
Business Intelligence
The BI Advantage
Maximize Your Investment
Get full value from your existing BI licenses by giving them the clean, connected data they need to shine.
Maximize Your Investment
Get full value from your existing BI licenses by giving them the clean, connected data they need to shine.
Scale Analytics
Add new data sources, users, and dashboards without worrying about performance or data quality.
Scale Analytics
Add new data sources, users, and dashboards without worrying about performance or data quality.
Accelerate Insights
Spend time analyzing your business instead of hunting for data or fixing broken connections.
Accelerate Insights
Spend time analyzing your business instead of hunting for data or fixing broken connections.
Future-Proof Architecture
Built on industry-leading platforms that evolve with your needs and support emerging analytics trends.
Future-Proof Architecture
Built on industry-leading platforms that evolve with your needs and support emerging analytics trends.
Maximize Your Investment
Get full value from your existing BI licenses by giving them the clean, connected data they need to shine.
Accelerate Insights
Spend time analyzing your business instead of hunting for data or fixing broken connections.
Scale Analytics
Add new data sources, users, and dashboards without worrying about performance or data quality.
Future-Proof Architecture
Built on industry-leading platforms that evolve with your needs and support emerging analytics trends.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
About Milemarker
MCP
Data Engine
What is Milemarker Data Engine?
Milemarker Data Engine is a structured data infrastructure platform purpose-built for wealth management firms. It connects 130+ custodians, CRMs, portfolio systems, and planning tools into a single normalized data warehouse — giving firms the data foundation required for AI, automated reporting, and operational scale.
How long does it take to deploy Milemarker Data Engine?
Most firms complete deployment within 4–6 weeks. Milemarker's pre-built integration framework requires no custom development, and the implementation is managed by Milemarker's wealth management data specialists.
What systems does Milemarker Data Engine connect?
Data Engine connects to 130+ wealth management platforms including custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), portfolio management systems (Orion, Black Diamond, Tamarac), and financial planning tools, via pre-built connectors.
Does Milemarker replace my existing technology stack?
No. Milemarker connects and normalizes data from the systems your firm already uses. It is infrastructure that sits beneath your existing tech stack — not a replacement for any individual platform.
How does Milemarker secure wealth management data?
Data Engine is SOC 2 Type II certified, uses AES-256 encryption, runs on AWS multi-region infrastructure with 99.9%+ uptime, and supports role-based access controls at the table, column, and row level.
Is Milemarker Data Engine suitable for smaller RIA firms?
Yes. Data Engine scales from early-stage RIAs to multi-billion-dollar enterprises. Pricing scales with usage and firms do not need in-house data engineering — Milemarker's specialists manage the data layer.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
About Milemarker
MCP
Data Engine
What is Milemarker Data Engine?
Milemarker Data Engine is a structured data infrastructure platform purpose-built for wealth management firms. It connects 130+ custodians, CRMs, portfolio systems, and planning tools into a single normalized data warehouse — giving firms the data foundation required for AI, automated reporting, and operational scale.
How long does it take to deploy Milemarker Data Engine?
Most firms complete deployment within 4–6 weeks. Milemarker's pre-built integration framework requires no custom development, and the implementation is managed by Milemarker's wealth management data specialists.
What systems does Milemarker Data Engine connect?
Data Engine connects to 130+ wealth management platforms including custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), portfolio management systems (Orion, Black Diamond, Tamarac), and financial planning tools, via pre-built connectors.
Does Milemarker replace my existing technology stack?
No. Milemarker connects and normalizes data from the systems your firm already uses. It is infrastructure that sits beneath your existing tech stack — not a replacement for any individual platform.
How does Milemarker secure wealth management data?
Data Engine is SOC 2 Type II certified, uses AES-256 encryption, runs on AWS multi-region infrastructure with 99.9%+ uptime, and supports role-based access controls at the table, column, and row level.
Is Milemarker Data Engine suitable for smaller RIA firms?
Yes. Data Engine scales from early-stage RIAs to multi-billion-dollar enterprises. Pricing scales with usage and firms do not need in-house data engineering — Milemarker's specialists manage the data layer.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
What is Milemarker Data Engine?
Milemarker Data Engine is a structured data infrastructure platform purpose-built for wealth management firms. It connects 130+ custodians, CRMs, portfolio systems, and planning tools into a single normalized data warehouse — giving firms the data foundation required for AI, automated reporting, and operational scale.
How long does it take to deploy Milemarker Data Engine?
Most firms complete deployment within 4–6 weeks. Milemarker's pre-built integration framework requires no custom development, and the implementation is managed by Milemarker's wealth management data specialists.
What systems does Milemarker Data Engine connect?
Data Engine connects to 130+ wealth management platforms including custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), portfolio management systems (Orion, Black Diamond, Tamarac), and financial planning tools, via pre-built connectors.
Does Milemarker replace my existing technology stack?
No. Milemarker connects and normalizes data from the systems your firm already uses. It is infrastructure that sits beneath your existing tech stack — not a replacement for any individual platform.
How does Milemarker secure wealth management data?
Data Engine is SOC 2 Type II certified, uses AES-256 encryption, runs on AWS multi-region infrastructure with 99.9%+ uptime, and supports role-based access controls at the table, column, and row level.
Is Milemarker Data Engine suitable for smaller RIA firms?
Yes. Data Engine scales from early-stage RIAs to multi-billion-dollar enterprises. Pricing scales with usage and firms do not need in-house data engineering — Milemarker's specialists manage the data layer.
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Stop fighting with data. Start getting insights.
Watch how your existing dashboards transform with unified data.
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Free analysis of how Milemarker™ can optimize your current BI investment.
Ready to Supercharge Your BI?
Stop fighting with data. Start getting insights.
Watch how your existing dashboards transform with unified data.
Free analysis of how Milemarker™ can optimize your current BI investment.
Ready to Supercharge Your BI?
Stop fighting with data. Start getting insights.
Watch how your existing dashboards transform with unified data.
Free analysis of how Milemarker™ can optimize your current BI investment.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.