Solutions

FINANCIAL INSTITUTIONS

Know your true position.

Trust, brokerage, and advisory data unified inside your own Snowflake, with 17a-4 retention, HIPAA governance, and per-jurisdiction residency intact. One view of every household your institution serves.

See Institutional Solutions

See Institutional Solutions

See Institutional Solutions

See Institutional Solutions

Part of 130+ integrations across custodians, trust platforms, CRM, and planning systems. More institutional connections in active development.

Part of 130+ integrations across custodians, trust platforms, CRM, and planning systems. More institutional connections in active development.

The same family, met four times.

The same family, met four times.

What retail sees

Checking, savings, mortgage, HSA

Core banking record

Household ID: None shared

What wealth sees

Trust account, brokerage, managed portfolio

Trust accounting record

Household ID: None shared

Your institution has met this household four times and introduced itself each time.

Your institution has met this household four times and introduced itself each time.

The boundaries hold.

Surveyors don't erase property lines to draw a map. Your data infrastructure shouldn't either. Different data classes carry different legal obligations, and Milemarker keeps every one of them intact while unifying the view.

Rule 17a-4 retention

Immutable records, complete audit trail, and lineage that traces every number on a board deck back to its source system.

Rule 17a-4 retention

Immutable records, complete audit trail, and lineage that traces every number on a board deck back to its source system.

Rule 17a-4 retention

Immutable records, complete audit trail, and lineage that traces every number on a board deck back to its source system.

HIPAA-governed data

Health information in benefits, HSA, long-term care, and trust administration stays governed under its own rules inside the same platform.

HIPAA-governed data

Health information in benefits, HSA, long-term care, and trust administration stays governed under its own rules inside the same platform.

HIPAA-governed data

Health information in benefits, HSA, long-term care, and trust administration stays governed under its own rules inside the same platform.

Your Snowflake, your perimeter

The data stays inside the institution's own instance. Role-based entitlements, no egress.

Your Snowflake, your perimeter

The data stays inside the institution's own instance. Role-based entitlements, no egress.

Your Snowflake, your perimeter

The data stays inside the institution's own instance. Role-based entitlements, no egress.

One view.
Every jurisdiction.

Data resident where each regulator requires it, with a single operating view across all of it. Add a domicile without rebuilding the model.

🇨🇦

Canadian

🇨🇦

Canadian

🇧🇶

Caribbean

🇧🇶

Caribbean

🇬🇧

United Kingdom

🇬🇧

United Kingdom

🇺🇸

🇺🇸

United States

Answers without a ticket

Navigator gives the wealth executive a straight answer, instead of a queue position behind the core conversion project.

One household, fully mapped

Identity resolution across core, trust, and custodial systems. One record per family, however many products they hold.

Built on infrastructure you already own

Snowflake-native. Milemarker sits inside the institution's existing data estate rather than adding another silo beside it.

Answers without a ticket

Navigator gives the wealth executive a straight answer, instead of a queue position behind the core conversion project.

One household, fully mapped

Identity resolution across core, trust, and custodial systems. One record per family, however many products they hold.

Built on infrastructure you already own

Snowflake-native. Milemarker sits inside the institution's existing data estate rather than adding another silo beside it.

130+

Integrations available

130+

Integrations available

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AUM served on the platform

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AUM served on the platform

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Institutions or households on the platform

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Institutions or households on the platform

Bank wealth division

Capture the referral the branch never knew it was sitting on.

Bank wealth division

Capture the referral the branch never knew it was sitting on.

Bank wealth division

Capture the referral the branch never knew it was sitting on.

Credit union investment services

See share of wallet across the entire membership, beyond the products you sold them.

Credit union investment services

See share of wallet across the entire membership, beyond the products you sold them.

Credit union investment services

See share of wallet across the entire membership, beyond the products you sold them.

Independent trust company

Profitability by relationship, traceable to source.

Independent trust company

Profitability by relationship, traceable to source.

Independent trust company

Profitability by relationship, traceable to source.

Start with a survey.

We map your systems and hand back a diagram of where household data actually lives across core, trust, and brokerage.

Request a data survey

Request a data survey

You'll leave the call with a map, whether or not you buy anything.

Start with a survey.

We map your systems and hand back a diagram of where household data actually lives across core, trust, and brokerage.

Request a data survey

Request a data survey

You'll leave the call with a map, whether or not you buy anything.

Start with a survey.

We map your systems and hand back a diagram of where household data actually lives across core, trust, and brokerage.

Request a data survey

Request a data survey

You'll leave the call with a map, whether or not you buy anything.

Ready to Connect Your Stack?

Book Strategy Call

Book Strategy Call

30-minute consultation on your data strategy and requirements.

See Live Demo

See Live Demo

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

Book Strategy Call

Book Strategy Call

30-minute consultation on your data strategy and requirements.

See Live Demo

See Live Demo

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

Book Strategy Call

Book Strategy Call

30-minute consultation on your data strategy and requirements.

See Live Demo

See Live Demo

Watch a walkthrough of the platform in action.