Stop building custom pipelines from every custodian, CRM, and portfolio system. Milemarker extracts, transforms, and loads wealth management data so your team doesn't have to.
130+ pre-built connectors · Daily refresh · SOC 2 Type II
Every custodian changes their API occasionally. Schwab renames a field. Fidelity adds a new authentication requirement. Orion updates their data export format. Each time it happens, someone on your engineering team gets paged.
Custom ETL pipelines are maintenance liabilities — they require constant attention, fail silently, and scale with headcount instead of data volume. Milemarker maintains the connectors so you don't have to. When Schwab changes their API, we update the connector. Your data keeps flowing without your team getting paged.
Milemarker connects to custodians, CRMs, portfolio accounting, compliance tools, and billing platforms. Authentication, scheduling, and error handling — all managed.
Raw custodian data becomes normalized wealth management records. Field mapping, type standardization, hierarchy resolution — applied before data reaches your team.
Snowflake, BigQuery, Redshift, or Milemarker's own query layer. Clean, normalized data lands where your analysts and applications need it.
130+ pre-built connectors, maintained by Milemarker, updated when sources change — so your data never stops.
Schwab, Fidelity, Pershing, Salesforce, Redtail, Orion, Tamarac, eMoney, and more — all pre-built, maintained, and updated when sources change.
When custodians update their APIs, Milemarker updates the connector. Your data doesn't break. Your engineering team doesn't get paged.
The transformation layer understands households, advisor hierarchies, benchmark assignments, and account classifications — not just generic field mapping.
Data refreshes on a consistent daily schedule. Analysts start each morning with data they can trust.
When extraction fails or data looks wrong, Milemarker detects it and alerts before it affects downstream reporting.
Every record traces back to its source. You can audit where any data point came from and when it was last refreshed.
"I was spending half my time maintaining custodian pipelines. Milemarker replaced the whole maintenance burden — I moved to building actual analytics."
"We had three engineers whose full-time job was keeping our ETL alive. Milemarker replaced that. Now those engineers work on advisor tools."
Milemarker handles the extraction, transformation, and loading — so your engineering team can focus on building the tools your advisors actually use.
130+ pre-built connectors · Daily refresh · SOC 2 Type II