Connect Yodlee to Milemarker

Yodlee is used to capture assets with greater visibility into client data for financial institutions. Milemarker connects to it and brings transactions, balances, bank accounts, investment accounts and liabilities into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Yodlee is used to capture assets with greater visibility into client data for financial institutions. Like every system in your stack it holds a slice of the firm — connected consumer accounts, data sources and direct connections — 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 Yodlee agreement permits you to extract, store and reuse, then land transactions, balances, bank accounts, investment accounts and liabilities 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 Yodlee data is no longer a silo. It joins your custodial, CRM 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 Yodlee holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — transactions, balances, bank accounts, investment accounts and liabilities — 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 Yodlee data can be combined with any other source you hold the rights to use.