Connect Betterment to Milemarker

Betterment handles automated investing, self-directed investing, custom portfolios and high-yield cash reserves for B2B integration for wealth-management firms. Milemarker connects to it and brings accounts, positions, transactions and balances into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Betterment handles automated investing, self-directed investing, custom portfolios and high-yield cash reserves for B2B integration for wealth-management firms. Like every system in your stack it holds a slice of the firm — investment portfolios, cash management accounts and retirement accounts IRAs solo 401(k SEP IRA — 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 Betterment agreement permits you to extract, store and reuse, then land accounts, positions, transactions and balances over an encrypted SFTP feed 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 Betterment data is no longer a silo. It joins your custodial feeds, planning tools, billing and CRM 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 Betterment holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over an encrypted SFTP feed — accounts, positions, transactions and balances — 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 Betterment data can be combined with any other source you hold the rights to use.