Schwab says "account id." Fidelity says "account number." Salesforce says something else entirely. Milemarker's unified data model resolves every conflict into one consistent schema.
130+ sources normalized · 1 unified schema · SOC 2 Type II
Every system in your tech stack uses slightly different terminology. What Schwab calls an "account," Fidelity calls a "registration." What your CRM calls a "household," your billing system calls a "group." When you try to join these data sets, the joins fail — or worse, succeed incorrectly.
The result is reports that don't reconcile, AI tools that can't answer questions, and analysts who spend their mornings manually translating between systems. Milemarker's unified data model is the translation layer. We maintain canonical definitions for every concept in wealth management — accounts, households, advisors, positions, transactions, performance, fees — and map every source system's terminology to those definitions.
Milemarker maintains canonical definitions: what an "account" is, what a "household" means, what "performance" includes. Consistent across all your source systems.
Each source system's fields, types, and hierarchies are mapped to the canonical model. When Schwab uses one account ID format and Fidelity uses another, they both resolve to the same record.
Reports, dashboards, AI tools, and APIs all query from the same unified model. No more translating between systems.
Every concept your firm cares about — normalized, canonical, consistent.
Every member of a family, across every account, at every custodian, rolls up to one household in Milemarker. Not three households with slightly different names.
Time periods, return calculations, and benchmark assignments are standardized. Performance means the same thing everywhere it appears.
Team, branch, region, firm — advisor hierarchy is modeled correctly and consistently. Reports roll up the way your firm is actually organized.
IRA, Roth, trust, 529, individual — account types normalized to a consistent taxonomy regardless of how each custodian classifies them.
Buy, sell, dividend, transfer, fee — every transaction type normalized to a consistent set of classifications across all source systems.
Fee schedules link to households. Billing transactions link to fee schedules. The chain is complete and consistent — no manual reconciliation.
"We had 12 different definitions of 'household' across our systems. Milemarker gave us one. Our analysts stopped arguing about which number was right."
"Our reports didn't reconcile because every system had slightly different data. Milemarker's unified model fixed that — all our reports now agree."
When every system in your firm uses the same canonical definitions, your reports agree, your AI works, and your analysts build instead of reconcile.
130+ sources normalized · SOC 2 Type II · $200B+ AUA