Connect CAIS to Milemarker

CAIS is used to connect financial advisors with alternative asset managers for Wealth-Management firms. Milemarker connects to it and brings accounts, holdings, alternative investments and subscriptions into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

CAIS is used to connect financial advisors with alternative asset managers for Wealth-Management firms. Like every system in your stack it holds a slice of the firm — wealth management firms, independent financial advisors and End-Client assets — 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 CAIS agreement permits you to extract, store and reuse, then land accounts, holdings, alternative investments and subscriptions 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 CAIS data is no longer a silo. It joins your CRM, billing, planning and portfolio 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 CAIS 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, alternative investments and subscriptions — 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 CAIS data can be combined with any other source you hold the rights to use.