Connect AdvicePay to Milemarker

AdvicePay handles invoicing and billing management, payment processing, eSignature integration and workflow automation for wealth management firms. Milemarker connects to it and brings contacts, payments, fee agreements and billing records into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

AdvicePay handles invoicing and billing management, payment processing, eSignature integration and workflow automation for wealth management firms. Like every system in your stack it holds a slice of the firm — firm processes, client payments, compliance oversight and advisor compensation — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your AdvicePay agreement permits you to extract, store and reuse, then land contacts, payments, fee agreements and billing records over a secure API connection into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there AdvicePay data is no longer a silo. It joins the book it bills and your custodial data under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.

How it works.

We start by reviewing what AdvicePay holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — contacts, payments, fee agreements and billing records — and is normalized into a model your firm owns inside its own Snowflake environment. Access is governed there: row-level entitlements, PII masking and audit trails applied per user and per field. From that point AdvicePay data can be combined with any other source you hold the rights to use.