Strategic Consulting  ›  Data Architecture

Data Architecture

We help build a secure and unified data architecture, forming the bedrock of your client experience and ensuring data integrity and accessibility, freeing up advisors to concentrate on their clients.
Milemarker Strategic Consulting

Refining Your Data Architecture

Data forms the backbone of any successful advisory firm, and at Milemarker Strategic Consulting, we excel in helping firms define, design, and deliver a scalable data architecture. We navigate the complexities of your data landscape, working towards a clear, normalized data structure that uniquely encapsulates your business and seamlessly connects all your major systems and workflows.

We believe in building a secure and unified data architecture. This forms the bedrock of your client experience, ensuring data integrity and accessibility and freeing up advisors to concentrate on their clients.

Our Expertise

We have significant experience with a variety of systems commonly used by advisors, including:

We are specialists

Common Data Architecture Scenarios

We often encounter and skillfully manage scenarios such as:

Storing and normalizing data from your broker-dealer, custodians, and local systems

We ensure your data is consistent and usable across various sources.

Reverse ETL information so you can run a central system

We facilitate the return of processed data back to its source for an integrated system.

Cleaning up historical information and providing proper logic across your systems

We address data integrity issues to enhance the usability of your systems.

Providing you with the ability to embrace the best data architecture for your unique business

We tailor our approach to your specific needs for the best outcome.

Establishing proper ETL (Extract, Transform, and Load) procedures based on each data source and type

We optimize your data workflows for efficiency and accuracy.

Helping you better control costs with all your various systems, subscriptions, and users

We analyze your technology expenses to identify cost-saving opportunities.

Ready to Enhance
Your Data Architecture?

If you’re ready to define a clear and effective data architecture that supports your firm’s growth and enhances your client experience, Milemarker is ready to guide you.

Contact us now to learn how we can assist you in refining your data architecture.


Talk with

Our team can help you:

  Evaluate your firm’s back-office technology requirements.
  Conduct demos of products that align with your needs.
  Architect a solution to enhance the experience and data accessibility for your advisors.
  Expedite your back-office setup through our dedicated implementation and support services.
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