Connect OpenFIGI to Milemarker

OpenFIGI handles identifying financial instruments, mapping financial data, requesting datasets and flexible API access for wealth management firms. Milemarker connects to it and brings figi identifiers, security mapping, instrument data and asset classification into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

OpenFIGI handles identifying financial instruments, mapping financial data, requesting datasets and flexible API access for wealth management firms. Like every system in your stack it holds a slice of the firm — financial instruments, FIGI metadata and open symbology dataset — 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 OpenFIGI agreement permits you to extract, store and reuse, then land figi identifiers, security mapping, instrument data and asset classification 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 OpenFIGI 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.

How it works.

We start by reviewing what OpenFIGI holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — figi identifiers, security mapping, instrument data and asset classification — 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 OpenFIGI data can be combined with any other source you hold the rights to use.