Connect Contio to Milemarker

Milemarker connects to Contio and brings accounts, financial data, portfolio data and reporting data into a data environment your firm owns. That data stops living only inside Contio and becomes something your firm can combine with the rest of its stack under one set of rules.

Overview.

Your firm's records are spread across platforms, each with its own export limits, retention rules and terms governing what you may do with your own information. Milemarker treats that as the starting question rather than an afterthought. We help you establish what your Contio agreement permits you to extract, store and reuse, then land that 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 it can be joined with custodial feeds, planning tools, billing, CRM and anything else you run — governed by 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 Contio holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — accounts, financial data, portfolio data and reporting 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 Contio data can be combined with any other source you hold the rights to use.