Stop normalizing custodian data before you can use it. Milemarker's API delivers clean, joined, wealth-management-native data to your advisor tools, client portals, and analytics applications.
REST API · 130+ sources normalized · SOC 2 Type II
You want to build an advisor dashboard, a client portal, or an AI-powered tool. But before you write a single line of product code, you have to normalize data from five custodians, join it with CRM records, and figure out what a "household" means in each system.
Milemarker's API gives you a head start. Clean, normalized, wealth-management-native data from day one — positions, performance, accounts, households, transactions, and fees — all joinable with a single query.
Standard OAuth 2.0 authentication. Scoped by data domain so your application only sees what it needs.
REST endpoints for accounts, households, positions, transactions, performance, advisors, and fees — all using consistent field names regardless of the underlying custodian.
Your team focuses on the product experience. Milemarker handles the normalization, the custodian connections, and the daily data refresh.
Consistent field names, consistent structures, consistent behavior — regardless of which custodians your firm uses.
Query current positions across all custodians for any account or household. Same field names whether assets are at Schwab or Fidelity.
Time-weighted and money-weighted returns, benchmark comparisons, sub-period performance — computed from normalized transaction data. No building your own calculation engine.
Query households with all accounts, advisors, and relationships already linked. No joining across tables to understand who belongs to what.
Buys, sells, dividends, transfers, fees — normalized across custodians with consistent transaction type classification.
Subscribe to business events — new accounts, significant trades, compliance flags — and get notified the moment they happen in normalized form.
Test against a realistic sandbox populated with normalized sample data. Build before connecting to live firm data.
"We spent 6 months building custodian integrations before we could start on the actual product. Milemarker's API gives us the normalized data layer we were building — on day one."
"Our roadmap was stuck behind data infrastructure. Milemarker unlocked it. Our engineers moved from cleaning data to building features."
Milemarker's API gives your engineering team clean, normalized wealth management data from day one. See what they can build when the data layer is already done.
130+ sources normalized · REST + GraphQL · SOC 2 Type II