--- title: "Data Engine" description: "One structured data foundation for your entire firm — every custodian, CRM and planning system reconciled into records you own and govern." url: https://www.milemarker.co/data-engine --- *Platform*DATA ENGINE # One Structured Data Foundation for Your Entire Firm. Connect every custodian, CRM, and performance system into one normalized foundation. Query anything in seconds, without a data team. [Explore Data Engine](https://www.milemarker.co/contact) THE PROBLEM ## Building Your Own Data Stack Takes Longer Than Planned. Hire **Engineers** Build **Pipelines** Maintain **Forever** Six months in. Still no dashboard. Six months after hiring data engineers, your team is still debugging pipelines and you're explaining to the board why the numbers they asked for aren't ready. Every month spent on plumbing is another month your firm runs on guesses instead of data. A firm should own its data without having to become a software company. ## Six Months of Building, or Live in 6 Weeks BUILD IT YOURSELF WITH DATA ENGINE 01 **Time to first dashboard** = 6–9 months of pipeline work Time to first dashboard 6 weeks 02 **Team** = 2–3 data engineers to hire and keep Team to hire None. We run it 03 **Contracts** = Warehouse, cloud, ETL and BI: 4 vendors Contracts One 04 **Connectors** = Build and maintain every custodian and CRM feed Connectors 140+ wealth platforms, maintained by us 05 **A vendor changes its API** = Your team drops everything Vendor API changes Our problem, not yours Runs on Snowflake and AWS, with partner status on both. Your IT team doesn't have to vet a new cloud. > “Thanks to Milemarker, our leadership team and advisors now have greater access to the data we need to effectively run our business.” **Laura Hubbell, CFA**Chief Information Officer, SignatureFD STORAGE, SECURITY & BI ## Comprehensive Data Engine Capabilities ### Flexible Data Views - CRM, custody, and planning data views that adapt to your business - Open framework for custom schemas and workflows - Automatic data normalization and transformation - Integration with Milemarker™ Console for insights and reporting ### Columnar Storage & Compute - Fast, efficient storage optimized for analytics - Separation of storage and compute for cost control - Elastic auto-scaling based on workload demands - Virtual warehouses for dedicated query performance ### Data Integration & Processing - 140+ wealth management platform connectors - Real-time sync for CRMs, custodians, and planning tools - File ingestion with simple, no-code interface - Email-to-warehouse for unstructured data capture - Change data capture (CDC) for real-time synchronization ### Enterprise Security - AES-256 encryption at rest and in transit - Role-based access control (RBAC) at table, column, and row levels - Dynamic data masking for sensitive information - Complete audit logging for compliance and monitoring ### Advanced Analytics Features - Time travel to access historical data versions - Zero-copy cloning for dev/test environments - Usage visibility by role, firm, and system - Native BI tool support (Power BI, Sigma, Tableau) - Access to Snowflake Marketplace datasets TECHNICAL ## Specifications ### Data Lake - Snowflake-native architecture with columnar storage - Automatic compression and optimization - Multi-cluster compute for concurrent workloads - Enterprise-grade backup and disaster recovery ### Integration Framework - REST APIs for custom connections - Webhook support for real-time data flows - Batch and streaming data processing - Support for flat files, databases, and SaaS platforms ### Infrastructure - AWS-hosted with multi-region deployment - 99.9%+ uptime SLA with automatic failover - SOC 2 Type II compliant security controls ### Governance & Monitoring - Complete data lineage tracking - Performance monitoring and optimization - Cost visibility and usage analytics - Role-based data access policies THE DATA ENGINE ## Advantage ### Deploy in Days What takes months to build, we deploy in days. Connect your systems, normalize your data, and start getting insights immediately. ### Scale Without Limits From startup RIA to multi-billion-dollar enterprise. The Data Engine grows with your business without performance degradation. ### Expert Support Maintained by wealth management data experts who understand your challenges and opportunities. ### Future-Proof Architecture Built on industry-leading platforms (AWS + Snowflake) with continuous updates and enhancements. TRANSPARENT PRICING THAT SCALES WITH YOUR USAGE ## Implementation Process No IT drama. We handle the technical complexity. No vendor juggling. Single contract covers everything. No surprise costs. ### Infrastructure & Security Provision your secure data environment with enterprise-grade controls and governance frameworks. ### System Integration Connect your core systems and validate data flows to ensure accuracy and reliability. ### Configuration & Governance Set up data views and establish governance policies that align with your firm’s requirements. ### Deployment & Training Complete deployment with comprehensive team training and ongoing optimization support. ## Built For Wealth Management ### Industry-Specific Connectors Direct integration with Orion, Black Diamond, Addepar, Salesforce, custodians, and 140+ other platforms. ### Normalized Data Models Open framework for advisors, clients, households, accounts, and portfolios that adapts across all systems. ### Compliance-Ready Audit trails, data retention policies, and security controls designed for regulated financial services. ### Performance At Scale Optimized for the data volumes and query patterns common in wealth management firms. PRICING ## That Makes Sense ### All-Inclusive Support Infrastructure, maintenance, security updates, and expert support included in one monthly fee. ### No Lock-In Your data stays yours. Export capabilities and standard interfaces ensure you’re never trapped. ## Frequently asked questions. Can’t find what you’re looking for? Reach out to our team at [hello@milemarker.co](mailto:hello@milemarker.co) ### What is Milemarker Data Engine? Milemarker Data Engine is a structured data infrastructure platform purpose-built for wealth management firms. It connects 140+ custodians, CRMs, portfolio systems, and planning tools into a single normalized data warehouse — giving firms the data foundation required for AI, automated reporting, and operational scale. ### How long does it take to deploy Milemarker Data Engine? Most firms complete deployment within 4–6 weeks. Milemarker’s pre-built integration framework requires no custom development, and the implementation is managed by Milemarker’s wealth management data specialists. ### What systems does Milemarker Data Engine connect? Data Engine connects to 140+ wealth management platforms including custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), portfolio management systems (Orion, Black Diamond, Tamarac), and financial planning tools, via pre-built connectors. ### Does Milemarker replace my existing technology stack? No. Milemarker connects and normalizes data from the systems your firm already uses. It is infrastructure that sits beneath your existing tech stack — not a replacement for any individual platform. ### How does Milemarker secure wealth management data? Data Engine is SOC 2 Type II certified, uses AES-256 encryption, runs on AWS multi-region infrastructure with 99.9%+ uptime, and supports role-based access controls at the table, column, and row level. ### Is Milemarker Data Engine suitable for smaller RIA firms? Yes. Data Engine scales from early-stage RIAs to multi-billion-dollar enterprises. Pricing scales with usage and firms do not need in-house data engineering — Milemarker’s specialists manage the data layer. ## Stop reinventing data infrastructure. Start leveraging it. READY TO BUILD ON SOLID GROUND? [**Calculate Your ROI **See what your current stack costs before you build.](https://www.milemarker.co/roi-calculator)[**Get Implementation Quote **Custom pricing based on your data needs and scale.](https://www.milemarker.co/contact) [Book Data Engine Demo](https://www.milemarker.co/contact) See enterprise data infrastructure deployed in real-time. [Talk To Data Experts](https://www.milemarker.co/contact) 30-minute consultation on your data strategy and requirements.