Kwanti is used to track performance across client accounts and generate branded proposals for financial advisors. Like every system in your stack it holds a slice of the firm — client portfolios, investment models, proposals and performance metrics — 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 Kwanti agreement permits you to extract, store and reuse, then land portfolios, risk metrics, analytics and proposals 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 Kwanti 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.