DPL Financial Partners handles marketplace, tools, educational resources on annuities and collaboration with technology providers for individual investors. Like every system in your stack it holds a slice of the firm — $2.6B AUA, 4,250 RIA user base, $31M fees saved for investors and $65K avg lifetime income improvement for 65-Year-Old — 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 DPL Financial Partners agreement permits you to extract, store and reuse, then land policies, insurance holdings and product 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 DPL Financial Partners 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.