Connect Cannex to Milemarker

Cannex handles comparative quotes and illustrations, integration with third-party applications and historical and current quote data for distributors and service providers. Milemarker connects to it and brings annuity data, product rates, bank product data and comparisons into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Cannex handles comparative quotes and illustrations, integration with third-party applications and historical and current quote data for distributors and service providers. Like every system in your stack it holds a slice of the firm — income annuities, fixed rate annuities SPDA, indexed annuities and variable annuities — 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 Cannex agreement permits you to extract, store and reuse, then land annuity data, product rates, bank product data and comparisons 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 Cannex 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.

How it works.

We start by reviewing what Cannex holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — annuity data, product rates, bank product data and comparisons — 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 Cannex data can be combined with any other source you hold the rights to use.