Bring Your BI Tools to Life with Real, Unified Data

to Life with Real Data

Stop building reports from disconnected systems. Power your Tableau, Power BI, or Sigma dashboards with unified, real-time data from across your entire wealth management operation.
The Milemarker™ Data Engine makes your BI investment actually work.
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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.

The Data Foundation

Your BI Tools Deserve

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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.
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Native BI Connectivity

Direct connectors to Power BI, Tableau, Sigma, and other leading BI platforms. No custom development required.
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Real-Time Updates

Your dashboards refresh automatically as data changes across your systems. No more stale reports or manual exports.
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Clean, Normalized Data

Consistent field names, standardized formats, and reliable relationships. Your BI tools see data the way they’re designed to.

Supported BI Platforms

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Microsoft Power BI

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Tableau

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Sigma

Other Platforms

Any BI tool that connects to Snowflake or supports standard SQL databases can leverage the Milemarker™ Data Engine.

The Transformation

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Building reports

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drag & drop from unified data

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Dashboard accuracy

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confident, validated data

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Real-time insights

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automatic
updates

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BI tool
ROI

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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.

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Laura Hubbell

Chief Information Officer at SignatureFD

Key Capabilities

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Data Preparation

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Performance Optimization

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Governance & Security

Advanced Analytics Support

Common Use Cases

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Executive Dashboards

Revenue trends, cost analysis, and profitability metrics with real-time updates from across your operation.

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Advisor Performance Analytics

Book growth, client acquisition, and productivity benchmarking with automated data from CRM and portfolio systems.

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Financial Planning Analysis

Fee reconciliation, margin analysis, and forecasting powered by clean, connected financial data.

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Operational Reporting

Workflow efficiency, compliance monitoring, and resource utilization across all business functions.

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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.

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Self-Service Access

Your team uses their existing BI skills and tools with clean, unified data—no additional training required.

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Immediate Results

Start building better dashboards and reports right away using the BI platform you already know.

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The BI Advantage

Unified business data visualization connecting BI licenses like Sigma and Tableau, showcasing annual billable asset growth metrics.

Maximize Your Investment

Get full value from your existing BI licenses by giving them the clean, connected data they need to shine.

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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.

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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.

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