Connect Conquest Planning to Milemarker

Conquest Planning handles behavioral finance coaching with lydia, deterministic engine and firm-wide analytics for wealth management firms. Milemarker connects to it and brings contacts, goals, financial plans and strategies into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Conquest Planning handles behavioral finance coaching with lydia, deterministic engine and firm-wide analytics for wealth management firms. Like every system in your stack it holds a slice of the firm — client financial plans, advisor activity metrics, client engagement data and personalized financial recommendations — 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 Conquest Planning agreement permits you to extract, store and reuse, then land contacts, goals, financial plans and strategies 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 Conquest Planning data is no longer a silo. It joins the accounts and balances behind the plan 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 Conquest Planning holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — contacts, goals, financial plans and strategies — 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 Conquest Planning data can be combined with any other source you hold the rights to use.