FI360 handles investment & account evaluation tools, data & analytics and fiduciary training & certification for wealth-management firms, RIAs and broker-dealers. Like every system in your stack it holds a slice of the firm — financial advisors, retirement plans, fiduciary designations and investment strategies — 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 FI360 agreement permits you to extract, store and reuse, then land fund scores, due diligence data, fee analysis, fiduciary ratings and investment research 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 FI360 data is no longer a silo. It joins your custodial, CRM and communications 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.