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Envestnet Data & Analytics connects to Milemarker to provide financial data aggregation and analytics across held-away and custodied accounts. The integration enables Milemarker to leverage Envestnet's aggregation network for comprehensive client financial data.
Overview.
Envestnet Data & Analytics connects to Milemarker to provide financial data aggregation and analytics across held-away and custodied accounts. The integration enables Milemarker to leverage Envestnet's aggregation network for comprehensive client financial data.
How it works.
Real-time data sync via a secure API connection. Data synced includes: Financial Accounts, Transactions, Balances, Analytics, Aggregated Data.
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