Connect Asset-Map to Milemarker

Asset-Map handles visual planning, risk assessment, client reporting and data integration for wealth management firms. Milemarker connects to it and brings households, contacts, financial accounts and client profiles into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Asset-Map handles visual planning, risk assessment, client reporting and data integration for wealth management firms. Like every system in your stack it holds a slice of the firm — financial instruments, client relationships, financial priorities and risks and gaps — 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 Asset-Map agreement permits you to extract, store and reuse, then land households, contacts, financial accounts and client profiles 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 Asset-Map data is no longer a silo. It joins your custodial feeds, portfolio accounting, billing and planning 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 Asset-Map holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — households, contacts, financial accounts and client profiles — 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 Asset-Map data can be combined with any other source you hold the rights to use.