Rule 17a-4 retention
Immutable records, complete audit trail, and lineage that traces every number on a board deck back to its source system.
SolutionsFINANCIAL INSTITUTIONS
See Every Household Across Your Bank, Trust Company and RIA
Deposits, loans, trust accounts and managed assets on one record per household, inside your own Snowflake. Your bankers, trust officers and advisors work from the same view, and every regulatory boundary stays intact.
See the Wealth and Trust Command Center
THE PROBLEM
Your Institution Meets the Same Family Three Times.
Core banking Deposits
Trust company A stranger
Wealth / RIA A stranger
Same household. No shared ID.
A long-time depositor moves $400,000 to an outside brokerage. The branch sees a withdrawal. Nobody in trust or wealth knew the household existed until the money was gone.
Every bank-only household with investable money is a relationship someone else will win.
An institution should know its own clients as well as the brokerage down the street does.
SEE IT WORK
Follow One Alert From Outflow to Referral
A morning at a bank and trust company running on Milemarker. Click the highlight to move through it.
Silverpine Bank & Trust is a Milemarker demo institution. All names and figures are fictional.
ONE COMMAND CENTER
Bank, Trust and Wealth, Working From One View
A wealth and trust command center built on your own data, in your brand, for the people who run each line of business.
Part of 140+ integrations across custodians, trust platforms, CRM, and planning systems. More institutional connections in active development.
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.
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.
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
- CARIBBEAN
- UNITED KINGDOM
- UNITED STATES
WHO IT'S FOR
Built for Every Kind of Institution
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.
Independent trust company
Profitability by relationship, traceable to source.
GETTING STARTED
Live Across Your Institution in Three Steps
Your Milemarker team does the build. You make the decisions only your institution can make.
- Works with the core, trust accounting and custodial systems you already run
- Data stays in your own Snowflake, under your entitlements
1. Map your systems
We survey core banking, trust accounting, brokerage and CRM, and hand back a map of where household data actually lives.
2. Agree what a household is
Your team decides how customers across entities resolve to one household, and who may see what.
3. Start with a few branches
Bankers, trust officers and advisors in a pilot group check the numbers against what they know. Then roll out.
What Changes for Your Institution
BEFORE MILEMARKER
AFTER MILEMARKER
01
Each entity sees only its own customers
One household record across bank, trust and RIA
02
Outflows noticed after the money has left
Maturing CDs and outflows flagged 90 days ahead
03
Referrals tracked in email and spreadsheets
Every referral tracked to won or lost, by banker
04
Fiduciary reviews tracked officer by officer
Overdue reviews visible across the trust company
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
You'll leave the call with a map, whether or not you buy anything.
