Upload Data Directly.
Instant No-Code File Ingestion with Drag-and-DropNo Code Required.
Turn spreadsheets, reports, and documents into structured data instantly. Simple drag-and-drop interface that connects to your Milemarker Data Engine.
- 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 File Ingestion Does
Simple Upload.
Powerful Results.
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.
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.
Key Capabilities
Supported File Types
Automatic Processing
Integration Features
Quality Controls
Perfect For
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.
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.
Manual Data Collection
Survey results, event data, or special projects that need to integrate with your core data infrastructure.
Real Results
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
Simple Process
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.
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.
Enterprise Ready
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.
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.
Watch how easy it is to upload and process your data files.