Connect Practifi to Milemarker

Practifi handles AI-Native CRM with sentir, configurable CRM with naya, enterprise-grade security and deep expertise and support for wealth management firms. Milemarker connects to it and brings accounts, households, contacts, activities and opportunities into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Practifi handles AI-Native CRM with sentir, configurable CRM with naya, enterprise-grade security and deep expertise and support for wealth management firms. Like every system in your stack it holds a slice of the firm — client context, client relationships, workflows and business intelligence — 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 Practifi agreement permits you to extract, store and reuse, then land accounts, households, contacts, activities and opportunities 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 Practifi data is no longer a silo. It joins your custodial feeds, portfolio accounting, billing 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 Practifi holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — accounts, households, contacts, activities and opportunities — 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 Practifi data can be combined with any other source you hold the rights to use.