Connect Fidelity to Milemarker

Fidelity handles portfolio assessment, market insights, model portfolios and active ETFs for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings, transactions, performance and cost basis into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Fidelity handles portfolio assessment, market insights, model portfolios and active ETFs for wealth management firms. Like every system in your stack it holds a slice of the firm — webinars, portfolio quick check, market signals weekly and model portfolios — 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 Fidelity agreement permits you to extract, store and reuse, then land accounts, positions, holdings, transactions, performance and cost basis over an encrypted SFTP feed 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 Fidelity data is no longer a silo. It joins your CRM, billing, planning and portfolio 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.

How it works.

We start by reviewing what Fidelity holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over an encrypted SFTP feed — accounts, positions, holdings, transactions, performance and cost basis — 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 Fidelity data can be combined with any other source you hold the rights to use.