Laserfiche handles document management, process automation, AI-Powered insights and integrations for wealth management firms. Like every system in your stack it holds a slice of the firm — documents, contracts, invoices and handwritten forms — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker takes the other approach. Your records stay in a Snowflake environment your firm owns, and Laserfiche is driven from it as events occur, rather than a standing copy sitting in another vendor's system. That keeps one governed source behind everything — row-level entitlements, PII masking and SOC 2 Type II controls you set — applied whether someone is reading a dashboard or a message in Laserfiche.