Box handles intelligent content management, secure collaboration, AI insights and automated document processing for wealth-management firms. Like every system in your stack it holds a slice of the firm — contracts, finance documents, sales agreements and bank statements — 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 Box agreement permits you to extract, store and reuse, then land documents, folders, files and metadata 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 Box data is no longer a silo. It joins your custodial, CRM 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.