Connect CircleBlack to Milemarker

CircleBlack handles custodian & Held-Away data aggregation, customer relationship management, portfolio reporting and document management for wealth management firms. Milemarker connects to it and brings accounts, holdings, performance, client reports and portfolio data into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

CircleBlack handles custodian & Held-Away data aggregation, customer relationship management, portfolio reporting and document management for wealth management firms. Like every system in your stack it holds a slice of the firm — firms: 300+, advisors: 2K, clients: 400K and accounts: 800K — 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 CircleBlack agreement permits you to extract, store and reuse, then land accounts, holdings, performance, client reports and portfolio data 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 CircleBlack 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 CircleBlack 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, client reports and portfolio data — 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 CircleBlack data can be combined with any other source you hold the rights to use.