Console
Your command center for visualizing data, managing dashboards, and generating reports.
Pit Stop Quick Brief
The Console is where your data becomes actionable intelligence. Multiple variants (Executive, Advisor, Operations, Client Portal) give each user exactly what they need. All built on a multi-tenant architecture for scalability and security.
Multi-Tenant Console Architecture Click elements for details
Executive
Advisor
Operations
Client
Right data, right permissions, right time
Milemarker Console
One platform, multiple views - each user gets the right data with the right permissions
Console Variants
Executive Console
Firm-wide view
High-level KPIs, AUM trends, growth metrics, and strategic dashboards for leadership.
Advisor Console
Book-level view
Client-focused dashboards, household views, portfolio analytics, and meeting prep tools.
Operations Console
Task-level view
Workflow queues, task management, exception handling, and operational metrics.
Client Portal
Client-facing view
White-labeled portal for clients to view their accounts, documents, and reports.
Key Capabilities
Dashboards
Drag-and-drop builder
Reports
Scheduled or on-demand
Permissions
Role-based access