Sync Schwab, Fidelity, and Pershing Data Into Salesforce or Redtail Without the Manual Work
Custodian data from Schwab, Fidelity, and Pershing belongs in Salesforce and Redtail. Milemarker automates the connection. Your CRM reflects real portfolio data without manual exports or re-entry.
How It Works
Milemarker connects to your custodian feeds at Schwab, Fidelity, and Pershing. Account data normalizes into a structured format your CRM understands. Holdings, balances, and client records update in Salesforce or Redtail on a defined schedule. No CSV downloads. No manual field mapping.
What You Get
Current CRM records without logging into custodian portals
Normalized account data across multiple custodians in one pass
Advisor-ready client context before every meeting
Auditable history of every data sync
The Milemarker Edge
Milemarker is the data infrastructure between your custodians and CRM. Schwab, Fidelity, and Pershing feed Salesforce and Redtail automatically.
Integrations: Schwab, Fidelity, Pershing, Salesforce, Redtail
Personas: RIA, Family Office
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