Connect UMB to Milemarker

UMB handles Banking-as-a-Service, cash management services, domestic & global custody and escrow agent services for wealth-management firms, banks and corporations. Milemarker connects to it and brings accounts, positions, holdings and transactions into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

UMB handles Banking-as-a-Service, cash management services, domestic & global custody and escrow agent services for wealth-management firms, banks and corporations. Like every system in your stack it holds a slice of the firm — asset managers & RIAs, banks & credit unions, Broker-Dealers and fintechs — 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 UMB agreement permits you to extract, store and reuse, then land accounts, positions, holdings and transactions over an encrypted SFTP feed 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 UMB 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.

How it works.

We start by reviewing what UMB holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over an encrypted SFTP feed — accounts, positions, holdings and transactions — 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 UMB data can be combined with any other source you hold the rights to use.