How It Works

Milemarker connects to each custodian in your footprint. It ingests raw account data from Schwab, Fidelity, Pershing, Orion, and Black Diamond. Each data source normalizes into a consistent schema. Downstream systems consume one structured layer instead of five different formats.

What You Get

• One normalized data layer across all custodians

• Consistent schema for downstream reporting and analytics

• Reduced integration maintenance as custodians change formats

• Structured data your team can query and act on

The Milemarker Edge

Milemarker is the normalization layer every multi-custodian firm needs. It sits between your custodians and your tools without requiring a data warehouse project.

Integrations: Schwab, Fidelity, Pershing, Orion, Black Diamond
Personas: RIA, TAMP, Aggregator