Connect National Financial Services to Milemarker

National Financial Services handles expert insights, actionable strategies, customized consulting and technology integration for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings, transactions and cost basis into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

National Financial Services handles expert insights, actionable strategies, customized consulting and technology integration for wealth management firms. Like every system in your stack it holds a slice of the firm — wealth management, investment advisors, broker-dealers and family offices — 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 National Financial Services agreement permits you to extract, store and reuse, then land accounts, positions, holdings, transactions 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 National Financial Services 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 National Financial Services 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 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 National Financial Services data can be combined with any other source you hold the rights to use.