Connect PreciseFP to Milemarker

PreciseFP handles AI-powered form creation, real-time data gathering, customizable engagement templates and KYC compliance assistance for wealth management firms. Milemarker connects to it and brings contacts, client profiles and financial data into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

PreciseFP handles AI-powered form creation, real-time data gathering, customizable engagement templates and KYC compliance assistance for wealth management firms. Like every system in your stack it holds a slice of the firm — client information, forms, engagement templates and analytics data — 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 PreciseFP agreement permits you to extract, store and reuse, then land contacts, client profiles and financial data 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 PreciseFP 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 PreciseFP holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — contacts, client profiles and financial data — 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 PreciseFP data can be combined with any other source you hold the rights to use.