Data Engine 130+ Connections

Integrations

Three tiers of connectivity - from simple file drops to real-time data sync.

Pit Stop Quick Brief

Not all systems are created equal. Some support real-time APIs, others only export files. Milemarker handles all three integration tiers: Flat File (SFTP uploads), API Pull (scheduled syncs), and AppLink (real-time webhooks).

Integration Tiers

Flat File

Tier 1 - File-Based

Daily Sync

Upload CSV, Excel, or other files via SFTP. Data is processed as files arrive. Great for legacy systems that only export reports.

CSV/Excel SFTP Upload Scheduled Processing

API Pull

Tier 2 - Scheduled API

Multi-Daily

Connect via APIs that Milemarker calls on a schedule. Supports most modern platforms with REST or GraphQL APIs.

REST APIs OAuth 2.0 Scheduled Polling Rate Limiting

AppLink

Tier 3 - Real-Time

Live

Real-time webhooks push changes instantly. When data changes in the source, it's in Milemarker within seconds.

Webhooks Real-Time Sync Event-Driven Bi-Directional

Common Integrations

Custodians

Schwab, Fidelity, Pershing, TD

CRMs

Salesforce, Wealthbox, Redtail

Portfolio Tools

Orion, Black Diamond, Tamarac

Integration Flow

Source System

Ingestion Layer

Normalization

Snowflake

Data Engine

Integration Deep Dive

Data Model