Bring Your BI Tools
to Life with Real Data
The Milemarker™ Data Engine makes your BI investment actually work.
- The BI Challenge
Great Tools. Terrible Data.
You invested in Power BI.
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
Your BI Tools Deserve
Unified Data Layer
Native BI Connectivity
Real-Time Updates
Clean, Normalized Data
Supported BI Platforms
Microsoft Power BI
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Native connector with automatic refresh
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Direct query capabilities for real-time dashboards
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Role-based access control integration
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Custom visual support for wealth management metrics
Tableau
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Live connection to Snowflake data warehouse
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Extract optimization for performance
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Advanced analytics and forecasting support
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Mobile dashboard compatibility
Sigma
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Cloud-native connectivity with instant sync
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Collaborative analytics and sharing
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SQL and no-code query options
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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
- Before Milemarker™
-
Building reports = Days of data hunting and CSV exports
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Dashboard accuracy = "We think this is right"
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Real-time insights = Not possible
-
BI tool ROI = Questionable
- After Milemarker™
Building reports
drag & drop from unified data
Dashboard accuracy
confident, validated data
Real-time insights
automatic
updates
BI tool
ROI
finally maximized
Real Results
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 at SignatureFD
Key Capabilities
Data Preparation
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Automatic normalization and cleansing
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Consistent field mapping across all sources
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Historical data preservation and time-series support
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Custom calculations and derived metrics
Performance Optimization
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Snowflake's columnar storage for fast queries
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Intelligent caching and query optimization
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Elastic scaling for concurrent users
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Pre-aggregated views for common reports
Governance & Security
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Role-based data access controls
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Audit trails for all data usage
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SOC 2 compliant infrastructure
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Row-level security for multi-tenant environments
Advanced Analytics Support
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Time travel for historical analysis
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Machine learning model integration
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Real-time streaming data capabilities
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Custom metric definitions and KPIs
Common Use Cases
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.
Financial Planning Analysis
Fee reconciliation, margin analysis, and forecasting powered by clean, connected financial data.
Operational Reporting
Workflow efficiency, compliance monitoring, and resource utilization across all business functions.
Client Intelligence
Household analysis, wallet share opportunities, and retention modeling using unified client data.
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.
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.
Future-Proof Architecture
Built on industry-leading platforms that evolve with your needs and support emerging analytics trends.
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.
Ready to Supercharge Your BI?
Stop fighting with data. Start getting insights.
Free analysis of how Milemarker™ can optimize your current BI investment.