Connect AdvisorBOB to Milemarker

Milemarker connects to AdvisorBOB and brings advisor data, client relationships, book of business, aum attribution and practice data into a data environment your firm owns. Client and relationship records become part of one governed layer rather than another silo your team reconciles by hand.

Overview.

Your firm's records are spread across platforms, each with its own export limits, retention rules and terms governing what you may do with your own information. Milemarker treats that as the starting question rather than an afterthought. We help you establish what your AdvisorBOB agreement permits you to extract, store and reuse, then land that data 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 it can be joined with custodial feeds, planning tools, billing, CRM and anything else you run — governed by 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 AdvisorBOB holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — advisor data, client relationships, book of business, aum attribution and practice data — 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 AdvisorBOB data can be combined with any other source you hold the rights to use.