RIA in a Box handles compliance calendar & log, IAR and rep registration, communications archiving and native iMessage and WhatsApp capture for registered investment advisers. Like every system in your stack it holds a slice of the firm — form ADV, code of ethics, policies and procedures and restricted securities list — 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 RIA in a Box agreement permits you to extract, store and reuse, then land policies, compliance records, review documents and regulatory 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 RIA in a Box data is no longer a silo. It joins your custodial, CRM and communications 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.