Platform
Platform
File Ingestion
Transform Messy Files to Clean Wealth Data
Automated ingestion that runs while you sleep. No more manual uploads.
The File Challenge
Your Data Lives Everywhere
Monthly reports from vendors. CSV exports from legacy systems. Excel files from your accounting team. PDF statements that need analysis.
All sitting in folders. None of it is connected to your data infrastructure.
Getting This Data Into Your Warehouse Shouldn't Require a Developer.
What you Get
Simple Upload. Powerful Results.
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Drag & Drop Interface
Upload CSV, XLSX, PDF, and other file types directly to your Milemarker Data Engine. No technical setup required.
Drag & Drop Interface
Upload CSV, XLSX, PDF, and other file types directly to your Milemarker Data Engine. No technical setup required.
Drag & Drop Interface
Upload CSV, XLSX, PDF, and other file types directly to your Milemarker Data Engine. No technical setup required.
Automatic Processing
Files are automatically parsed, validated, and transformed into structured data that integrates with your existing schemas.
Automatic Processing
Files are automatically parsed, validated, and transformed into structured data that integrates with your existing schemas.
Automatic Processing
Files are automatically parsed, validated, and transformed into structured data that integrates with your existing schemas.
Smart Detection
Intelligent field mapping and data type recognition. The system learns your data patterns and suggests optimal structures.
Smart Detection
Intelligent field mapping and data type recognition. The system learns your data patterns and suggests optimal structures.
Smart Detection
Intelligent field mapping and data type recognition. The system learns your data patterns and suggests optimal structures.
Seamless Integration
Uploaded data immediately becomes available in your dashboards, workflows, and analytics—just like any other data source.
Seamless Integration
Uploaded data immediately becomes available in your dashboards, workflows, and analytics—just like any other data source.
Seamless Integration
Uploaded data immediately becomes available in your dashboards, workflows, and analytics—just like any other data source.
File Ingestion
Supported BI Platforms
Supported File Types
CSV and Excel files (XLSX, XLS)
Text files and custom formats
PDF documents with structured data
Email attachments via Email-to-Warehouse
Supported File Types
Connect Investment Decisions To Trade Execution
Automatic Allocation & Rebalancing
Real-Time Funding Alerts & Cash Management
Email attachments via Email-to-Warehouse
Supported File Types
CSV and Excel files (XLSX, XLS)
Text files and custom formats
PDF documents with structured data
Email attachments via Email-to-Warehouse
Automatic Processing
Field mapping and validation
Data type detection and conversion
Duplicate detection and handling
Error reporting and correction suggestions
Automatic Processing
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Error reporting and correction suggestions
Automatic Processing
Field mapping and validation
Data type detection and conversion
Duplicate detection and handling
Error reporting and correction suggestions
Integration Features
Direct connection to Milemarker Data Engine
Email-to-warehouse for automatic processing
Real-time availability in Console and workflows
Integration Features
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Integration Features
Direct connection to Milemarker Data Engine
Email-to-warehouse for automatic processing
Real-time availability in Console and workflows
Quality Controls
Data validation and cleansing
Audit trails for all uploads
Format standardization
Version tracking and history
Quality Controls
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Version tracking and history
Quality Controls
Data validation and cleansing
Audit trails for all uploads
Format standardization
Version tracking and history
File Ingestion
Perfect For
One-Time Data Migration
Moving historical data from legacy systems or previous platforms into your unified data environment.
One-Time Data Migration
Moving historical data from legacy systems or previous platforms into your unified data environment.
One-Time Data Migration
Moving historical data from legacy systems or previous platforms into your unified data environment.
Regular File-Based Reporting
Vendor reports, compliance files, or partner data that arrives as regular file deliveries.
Regular File-Based Reporting
Vendor reports, compliance files, or partner data that arrives as regular file deliveries.
Regular File-Based Reporting
Vendor reports, compliance files, or partner data that arrives as regular file deliveries.
Supporting Advisor Transitions
Seamlessly import client data, portfolio histories, and account information when advisors join your firm or move between platforms.
Supporting Advisor Transitions
Seamlessly import client data, portfolio histories, and account information when advisors join your firm or move between platforms.
Supporting Advisor Transitions
Seamlessly import client data, portfolio histories, and account information when advisors join your firm or move between platforms.
Legacy System Integration
Connecting older systems that don’t have modern APIs but can generate file exports.
Legacy System Integration
Connecting older systems that don’t have modern APIs but can generate file exports.
Legacy System Integration
Connecting older systems that don’t have modern APIs but can generate file exports.
Manual Data Collection
Survey results, event data, or special projects that need to integrate with your core data infrastructure.
Manual Data Collection
Survey results, event data, or special projects that need to integrate with your core data infrastructure.
Manual Data Collection
Survey results, event data, or special projects that need to integrate with your core data infrastructure.
" I say all the time there this is not 2013 anymore. There are not a lot of gaps in the advisor tech stack. There’s too much tech, but this is one that sorely needs to be filled. "
Michael Batnick
Managing Partner Ritholtz Wealth Management
" I say all the time there this is not 2013 anymore. There are not a lot of gaps in the advisor tech stack. There’s too much tech, but this is one that sorely needs to be filled. "
Michael Batnick
Managing Partner Ritholtz Wealth Management
" I say all the time there this is not 2013 anymore. There are not a lot of gaps in the advisor tech stack. There’s too much tech, but this is one that sorely needs to be filled. "
Michael Batnick
Managing Partner Ritholtz Wealth Management
File Ingestion
Implementation Process
Implementation Process
Upload
Drag files directly into the Milemarker interface or use email-to-warehouse for automatic processing.
Upload
Drag files directly into the Milemarker interface or use email-to-warehouse for automatic processing.
Map
Review suggested field mappings and data types. Adjust as needed with simple point-and-click interface.
Map
Review suggested field mappings and data types. Adjust as needed with simple point-and-click interface.
Validate
Preview your data structure and resolve any formatting issues before final processing.
Validate
Preview your data structure and resolve any formatting issues before final processing.
Integrate
Data immediately becomes available across all Milemarker tools and can be combined with other data sources.
Integrate
Data immediately becomes available across all Milemarker tools and can be combined with other data sources.
File Ingestion
Enterprise Ready
Security & Compliance
All uploaded files are encrypted and processed within your secure Milemarker environment with full audit trails.
Security & Compliance
Connect Investment Decisions To Trade Execution
Automatic Allocation & Rebalancing
Real-Time Funding Alerts & Cash Management
Email attachments via Email-to-Warehouse
Security & Compliance
All uploaded files are encrypted and processed within your secure Milemarker environment with full audit trails.
Scalable Processing
Handle everything from single files to bulk uploads of hundreds of documents.
Scalable Processing
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Error reporting and correction suggestions
Scalable Processing
Handle everything from single files to bulk uploads of hundreds of documents.
Team Collaboration
Role-based permissions control who can upload, process, and access different types of file data.
Team Collaboration
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Error reporting and correction suggestions
Team Collaboration
Role-based permissions control who can upload, process, and access different types of file data.
Ready to Connect Your Files?
Turn your scattered data files into structured, actionable information.
Start connecting your file-based data to your Milemarker infrastructure.
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Watch how easy it is to upload and process your data files.
Ready to Connect Your Files?
Turn your scattered data files into structured, actionable information.
Start connecting your file-based data to your Milemarker infrastructure.
Watch how easy it is to upload and process your data files.
Ready to Connect Your Files?
Turn your scattered data files into structured, actionable information.
Start connecting your file-based data to your Milemarker infrastructure.
Watch how easy it is to upload and process your data files.
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.
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.
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.