- Milemarker™ Solutions
- I Want To
- Aggregate Data
Your Data Is Everywhere.
Your Decisions Shouldn't Wait.
CRM says one thing. Custodian says another. Portfolio system disagrees with both. You spend more time reconciling data than using it.
Stop hunting for truth. Start making decisions.
- The Problem
Your Data Lives in Twelve Different Worlds
Board asks:
“What’s our AUM growth this quarter?”
Check Orion. Export from Schwab. Pull Fidelity reports. Download CRM data. None of the numbers match.
Three hours later:
Still building one answer from scattered pieces.
Your data should inform decisions, not delay them.
- What's Actually Broken
Fragmentation Kills Intelligence
System Scatter
Every platform stores data differently. Different formats. Different timing. Different versions of truth.
Manual Reconciliation
Export, import, clean, match, hope. Every report becomes an archaeology project.
Stale Intelligence
By the time you aggregate everything, the data’s already changed. You’re always looking backward.
Decision Delays
Critical business questions wait for data forensics. Opportunities die while you’re still calculating.
Your intelligence is trapped in data chaos.
- What We Fix
All Your Data.
One Source of Truth.
Universal Aggregation
CRM, custodians, portfolio systems, billing platforms—everything flowing into one unified data warehouse.
Analytics Integration
Data updates automatically as transactions happen. No more export/import cycles. No more stale reports.
Intelligent Normalization
System handles the formatting, matching, and reconciliation. Clean, consistent, ready-to-use data.
Instant Intelligence
Ask any question. Get immediate answers. Make decisions with confidence.
What You Get
Complete Data Unification
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130+ pre-built integrations across wealth management platforms
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Real-time sync from CRM, custodians, portfolio systems, billing
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Automatic data normalization & quality validation
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Single source of truth for all business decisions
Enterprise Data Engine
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Snowflake-powered infrastructure for unlimited scale
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Columnar storage optimized for analytics performance
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Role-based access controls with enterprise security
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Time travel capabilities for historical analysis
Ready-to-Use Intelligence
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Prebuilt data views for advisors, clients, accounts, portfolios
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Native connectivity to Power BI, Tableau, Sigma
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Custom dashboards & reporting without IT dependency
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API access for custom applications & workflows
Intelligent Processing
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Change data capture for real-time synchronization
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Automated reconciliation across multiple source systems
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Data quality monitoring & exception alerts
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Smart mapping for complex data relationships
The Transformation
- Before Data Aggregation
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Business questions = days of data archaeology
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Monthly reports = export, reconcile, hope it’s right
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Decision making = delayed by data gathering
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Growth analysis = limited by manual processing
- After Data Aggregation
Business questions
instant answers from unified data
Monthly reports
automated, accurate, real-time
Decision making
immediate, confidence-backed
Growth analysis
unlimited by clean, connected data
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
80%
reduction in manual data processing time
Real-time
business intelligence across all systems
Zero
data reconciliation errors or discrepancies
Instant
answers to any business question
Built For
Modern Investment Management
Multi-Custodial Intelligence
Handle Schwab, Fidelity, Pershing, TD data with automatic normalization and reconciliation.
CRM
Unification
Salesforce, Wealthbox, Redtail, Junxure—all advisor and client data unified and accessible.
Portfolio System Integration
Orion, Black Diamond, Addepar, Tamarac data flows seamlessly into unified analytics.
Billing &
Accounting
Connect any billing platform or accounting system for complete financial visibility.
Advanced
Aggregation Features
Multi-Source Reconciliation
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Automatic cross-validation between systems
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Conflict detection & resolution workflows
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Data lineage tracking for audit requirements
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Historical accuracy monitoring & alerts
Real-Time Processing
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Change data capture for immediate synchronization
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Stream processing for high-frequency data updates
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Event-driven workflows triggered by data changes
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Real-time alerting for critical business events
Data Quality Management
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Automated data validation & cleansing rules
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Exception monitoring & stakeholder alerts
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Data profiling & improvement recommendations
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Quality scoring & trend analysis
Flexible
Integration
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File ingestion for legacy systems & manual uploads
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API connectivity for custom & proprietary platforms
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Screen scraping for systems without data export
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Email-to-warehouse for unstructured data capture
Ready to Aggregate Your Data?
Quantify the time savings and decision acceleration.
Watch real-time data aggregation across your entire tech stack.
30 minutes to map your data aggregation plan.
Stop being a data archaeologist.
Stop making decisions with incomplete information.
Stop waiting for reports that are wrong before they’re finished.
Why This Matters
Every minute spent gathering data is a minute not spent analyzing it. Every delayed decision is a missed opportunity.