Data Engine
Your firm's unified data warehouse - the power unit that drives everything.
Pit Stop Quick Brief
The Data Engine is your firm's data warehouse. It pulls data from all your systems (custodians, CRMs, portfolio tools), normalizes it into a consistent format, and stores it securely in Snowflake. You own your data, and it's always available for analytics, reporting, and AI.
Data Engine Architecture Click elements for details
Data flows from your source systems through the ingestion layer into your Snowflake data warehouse
What the Data Engine Does
Collects Data
Pulls from 130+ integrations including custodians, CRMs, and portfolio systems
Normalizes Data
Transforms different formats into consistent, unified schemas
Stores Securely
Your data lives in an isolated Snowflake warehouse you control
Powers Everything
Feeds dashboards, reports, workflows, and AI analytics
Why This Matters
You Own Your Data
Unlike traditional vendors, your data lives in your own Snowflake instance. You have full access and control. If you leave Milemarker, your data stays with you.
Always Fresh
Data syncs automatically based on your integration type. Real-time connections update instantly. API connections sync multiple times daily.
Enterprise Security
Built on Snowflake's SOC 2 Type II certified infrastructure with encryption at rest and in transit, role-based access control, and complete audit trails.