Connect Salentica to Milemarker

Salentica handles streamline prospecting and onboarding, centralized contact management and visualize sales pipeline for wealth management firms. Milemarker connects to it and brings accounts, households, contacts and activities into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Salentica handles streamline prospecting and onboarding, centralized contact management and visualize sales pipeline for wealth management firms. Like every system in your stack it holds a slice of the firm — client relationship data, portfolio data, account data and contact information — 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 Salentica agreement permits you to extract, store and reuse, then land accounts, households, contacts and activities 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 Salentica 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 Salentica 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 and activities — 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 Salentica data can be combined with any other source you hold the rights to use.