- Milemarker™ Platform
- Data Engine
Your Data Infrastructure.
Built Right. Managed For You.
Stop wrestling with data pipelines and vendor negotiations. Get enterprise-grade infrastructure powered by AWS and Snowflake, optimized by wealth management experts, delivered as a complete solution.
Your Data Becomes Your Competitive Advantage.
- The Data Infrastructure Challenge
You Need Enterprise Data. You Don't Need Enterprise Complexity.
The old way: Hire data engineers. Build pipelines. Negotiate with cloud providers. Debug integrations. Maintain everything. Hope it scales.
Six months later: Still building. Still debugging. Still explaining to the board why you don’t have the data they need.
The Milemarker™ way:
World-class data infrastructure. Deployed in days. Managed by experts. Ready to scale.
- What you Get
Enterprise Infrastructure. Without Enterprise Headaches
Snowflake-Powered Data Warehouse
Columnar storage, elastic compute, and enterprise security. Built for wealth management data at any scale.
AWS Infrastructure
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
One Contract, Zero Hassle
Single point of contact. Unified billing. Expert support. We handle the complexity so you can focus on results.
Wealth Management Optimization
Core Capabilities
Columnar Storage & Compute
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Fast, efficient storage optimized for analytics
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Separation of storage & compute for cost control
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Elastic auto-scaling based on workload demands
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Virtual warehouses for dedicated query performance
Enterprise Security
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AES-256 encryption at rest & in transit
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Role-based access control (RBAC) at table, column & row levels
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Dynamic data masking for sensitive information
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Complete audit logging for compliance & monitoring
Data Integration & Processing
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130+ wealth management platform connectors
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Real-time sync for CRMs, custodians & planning tools
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File ingestion with simple, no-code interface
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Email-to-warehouse for unstructured data capture
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Change data capture (CDC) for real-time synchronization
Advanced Analytics Features
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Time travel to access historical data versions
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Zero-copy cloning for dev/test environments
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Usage visibility by role, firm & system
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Native BI tool support (Power BI, Sigma, Tableau)
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Access to Snowflake Marketplace datasets
Flexible Data Views
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CRM, custody & planning data views that adapt to your business
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Open framework for custom schemas & workflows
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Automatic data normalization & transformation
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Integration with Milemarker Console for insights & reporting
The Data Engine Advantage
Deploy in Days
What takes months to build, we deploy in days. Connect your systems, normalize your data, and start getting insights immediately.
Expert Support
Maintained by wealth management data experts who understand your challenges and opportunities.
Scale Without Limits
From startup RIA to multi-billion-dollar enterprise. The Data Engine grows with your business without performance degradation.
Future-Proof Architecture
Built on industry-leading platforms (AWS + Snowflake) with continuous updates and enhancements.
Technical Specifications
Data Lake
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Snowflake-native architecture with columnar storage
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Automatic compression & optimization
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Multi-cluster compute for concurrent workloads
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Enterprise-grade backup & disaster recovery
Integration Framework
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REST APIs for custom connections
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Webhook support for real-time data flows
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Batch & streaming data processing
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Support for flat files, databases & SaaS platforms
Infrastructure
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AWS-hosted with multi-region deployment
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99.9%+ uptime SLA with automatic failover
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SOC 2 Type II compliant security controls
Governance & Monitoring
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Complete data lineage tracking
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Performance monitoring & optimization
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Cost visibility & usage analytics
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Role-based data access policies
Real Results
Thanks to Milemarker™, our leadership team and advisors now have greater access to the data we need to effectively run our business.
Laura Hubbell
Chief Information Officer at SignatureFD
Implementation Process
No IT drama. We handle the technical complexity. No vendor juggling. Single contract covers everything. No surprise costs.
Transparent pricing that scales with your usage.
Infrastructure & Security
Provision your secure data environment with enterprise-grade controls and governance frameworks.
System Integration
Connect your core systems and validate data flows to ensure accuracy and reliability.
Configuration & Governance
Set up data views and establish governance policies that align with your firm’s requirements.
Deployment & Training
Complete deployment with comprehensive team training and ongoing optimization support.
Built For Wealth Management
Industry-Specific Connectors
Direct integration with Orion, Black Diamond, Addepar, Salesforce, custodians, and 130+ other platforms.
Normalized Data Models
Open framework for advisors, clients, households, accounts, and portfolios that adapts across all systems.
Compliance-Ready
Audit trails, data retention policies, and security controls designed for regulated financial services.
Performance At Scale
Optimized for the data volumes and query patterns common in wealth management firms.
Ready to Build on Solid Ground?
Stop reinventing data infrastructure. Start leveraging it.
Custom pricing based on your data needs and scale.
See enterprise data infrastructure deployed in real-time.
30-minute consultation on your data strategy and requirements.
Pricing That
Makes Sense
All-Inclusive Support
Infrastructure, maintenance, security updates, and expert support included in one monthly fee.
No Lock-In
Your data stays yours. Export capabilities and standard interfaces ensure you’re never trapped.