Interactive Brokers handles client asset management, trade execution across global markets, compliance and risk management and integrated client management tools for wealth management firms. Like every system in your stack it holds a slice of the firm — financial advisors, hedge funds, proprietary trading groups and introducing brokers — 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 Interactive Brokers agreement permits you to extract, store and reuse, then land accounts, positions, holdings, transactions and performance 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 Interactive Brokers 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.