Envestnet Data handles proposal and risk management, prospecting tools, estate and legacy planning and direct indexing for wealth-management firms, RIAs and financial institutions. Like every system in your stack it holds a slice of the firm — investment options, performance reporting, client engagement solutions and integrated platforms — 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 Envestnet Data agreement permits you to extract, store and reuse, then land transactions, balances, financial accounts, analytics and aggregated 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 Envestnet Data 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.