Next Mile 
The Rising Tide 
- FIDELITY DATA MANAGEMENT
Take Control of Your Fidelity Data — Store It. See It. Simplify It.
Unify Custodial Data. Streamline Compliance, Insight, and Continuity.
- Welcome to the CSV Jungle
Why Custodial Data Is a Hot Mess
The reality of Custodial data today:
Daily file drops via SFTP
Dozens of folders + naming inconsistencies
Manual Excel stitching for trades, balances, and RMDs
No WORM. No searchable audit trail.
Not ready for BI. Not compliant. Not future-proof.
One Hub. Infinite Visibility.
Your New Command Center: Snowflake + Milemarker
Milemarker streams Fidelity feeds directly into your data lake & Analytics:
Well established record capture
Standardized schema for every feed
Sub-second queries with indexed search
BI & AI-ready views
Compliant by design
Fast Track to Audit-Ready: Just 3 Steps
Authorize. Store. Explore.
AUTHORIZE
Fidelity Paperwork Completion
Setup of Milemarker Transmission
Data Loading
STORE
Secure, WORM-Compliant Data
Dedicated Snowflake Data Lake
Built-in Retention and Encryption Policies
EXPLORE
Connect Power BI, Tableau, or Sigma
Use Milemarker’s Advisor Consoler
Visualize Insights & Track Exceptions
From Chaos to Clarity: The Before & After
How Milemarker Transforms Your Fidelity Data Lifecycle
