Connect MoneyGuide to Milemarker

MoneyGuide handles interactive goals-based planning, holistic stress testing, retirement cash flow mapping and advanced estate strategies for wealth management firms. Milemarker connects to it and brings households, contacts, goals and financial plans into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

MoneyGuide handles interactive goals-based planning, holistic stress testing, retirement cash flow mapping and advanced estate strategies for wealth management firms. Like every system in your stack it holds a slice of the firm — clients, goals, financial plans and cash flow — 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 MoneyGuide agreement permits you to extract, store and reuse, then land households, contacts, goals and financial plans over whichever connection method fits your setup 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 MoneyGuide data is no longer a silo. It joins the accounts and balances behind the plan 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 MoneyGuide holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over whichever connection method fits your setup — households, contacts, goals and financial plans — 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 MoneyGuide data can be combined with any other source you hold the rights to use.