Snowflake handles agentic AI, end-to-end development acceleration, unified data and AI platform and cross-cloud ecosystem integration for wealth-management firms. Like every system in your stack it holds a slice of the firm — enterprise data, AI applications, data pipelines and analytics — 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 Snowflake agreement permits you to extract, store and reuse, then land accounts, positions, transactions, performance, contacts and all financial data through zero-copy data sharing 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 Snowflake data is no longer a silo. It joins your CRM, billing, planning and portfolio 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.