- Milemarker™ Solutions
- I AM A
- CTO
Finally. Enterprise Data Infrastructure
Built for Wealth Management.
Stop patching together point solutions that don’t scale. Get a unified data platform that meets your security standards, integrates with your existing architecture, and gives you the control you need.
Milemarker™ works with your team, not around it.
- The CTO Challenge
Your Business Demands Data.
Your Architecture Demands Control.
The pressure from above
“We need real-time advisor dashboards.” “Can you connect Orion to Salesforce?” “The board wants profitability by office.”
Your reality
Point-to-point integrations that break. Vendor APIs that change without notice. Data silos that violate your governance standards.
The impossible choice
Give the business what they want and compromise your architecture. Or maintain your standards and get blamed for blocking growth.
There's a third option.
- What Milemarker™ Delivers
Enterprise Infrastructure
That Scales With Your Standards
Centralized Data Architecture
Snowflake-native data warehouse that consolidates all your wealth management data while maintaining your security, governance, and compliance requirements.
API-First Integration
Connect to your existing systems through secure, standardized APIs. No more brittle point-to-point connections or vendor lock-in.
Your Security Standards
SOC 2 Type II compliance, encryption at rest and in transit, role-based access controls, and audit trails that meet your enterprise requirements.
Technical Control
You own the data architecture. You control access policies. You define the integration standards. Milemarker provides the platform.
The Technical Reality
- Before Milemarker™
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Integration requests = custom development projects
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Data governance = hope vendors don't change APIs
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Security compliance = managing 12 different vendor policies
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Scaling data = more complexity, more risk
- After Milemarker™
Integration requests
configuration, not development
Data governance
centralized policies & standards
Security compliance
single SOC 2 platform
Scaling data
add capacity, maintain architecture
Real CTO Results
Laura Hubbell
Chief Information Officer at SignatureFD
90%
reduction in custom integration development
Centralized
security and compliance management
Unified data
governance across all systems
Scalable
architecture that grows with the business
Architecture
Technical
Snowflake-Native Platform
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Columnar storage & elastic compute scaling
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Zero-copy data sharing & time travel capabilities
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Native BI tool connectivity (Power BI, Tableau, Sigma)
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Enterprise-grade security & compliance
Infrastructure Compatibility
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Works with your existing data lakes & warehouses
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Native integration with Snowflake, Databricks, Azure & Google Cloud
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Supports current SQL architecture & query patterns
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Connects to existing data infrastructure without migration
Security & Compliance
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AES-256 encryption at rest & in transit
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Customer-managed encryption keys (CMEK) support
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Role-based access control (RBAC) at table/column/row level
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Complete audit logging & compliance reporting
Integration Framework
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130+ pre-built connectors for wealth management platforms
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Custom API development for proprietary systems
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Real-time & batch data processing capabilities
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Change data capture (CDC) for system synchronization
Built for
Enterprise CTOs
Your Standards, Your Control
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Deploy within your cloud environment or use our managed service
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Implement your data governance policies & access controls
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Maintain your security standards & compliance requirements
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Control data residency & retention policies
Development-Friendly
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Comprehensive REST APIs & SDK support
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Milemarker™ DevTools CLI for rapid deployment & automation
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Webhook infrastructure for event-driven architectures
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Command-line tools that ship analytics in minutes, not weeks
Operational Excellence
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24/7 infrastructure monitoring & alerting
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Multi-region redundancy & disaster recovery
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Performance analytics & optimization recommendations
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Dedicated technical support & success management
That Respects Your Process
Implementation
Technical Discovery
Work with your team to understand current architecture, security requirements, and integration needs.
Proof of Concept
Sandbox environment to validate technical approach and security compliance before full deployment.
Phased Rollout
Implement core integrations first, then expand based on your team’s capacity and priorities.
Ongoing Partnership
Regular technical reviews, architecture optimization, and roadmap alignment with your long-term strategy.
Ready to See the Architecture?
Deep-dive into architecture, security, and integration capabilities.
Milemarker™ gives you both:
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Enterprise data infrastructure that scales
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Security & compliance that meets your standards
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Integration capabilities that satisfy business demands
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Technical control that respects your architecture
The Bottom Line
You don't need to choose between business requirements & technical standards.
Enterprise Security
SOC 2 Type II compliance, penetration testing, and security practices that meet institutional standards.
Architectural Flexibility
Works with your existing infrastructure decisions, doesn’t force you to rebuild everything.
Vendor Independence
Open architecture that prevents vendor lock-in and supports your technology evolution.
Technical Partnership
We work with your team as technology partners, not just another vendor to manage.