Connect Blueleaf to Milemarker

Blueleaf handles client engagement system, interactive investment reporting, automated wealth management billing and portfolio rebalancing for wealth management firms. Milemarker connects to it and brings accounts, holdings, performance and client reports into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Blueleaf handles client engagement system, interactive investment reporting, automated wealth management billing and portfolio rebalancing for wealth management firms. Like every system in your stack it holds a slice of the firm — client data, investment reports, billing information and portfolio information — 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 Blueleaf agreement permits you to extract, store and reuse, then land accounts, holdings, performance and client reports 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 Blueleaf 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 Blueleaf holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — accounts, holdings, performance and client reports — 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 Blueleaf data can be combined with any other source you hold the rights to use.