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Dashboard Overview

Your firm's command center at a glance

Advisor Dashboard

The Milemarker dashboard provides a real-time view of your firm's key metrics, client activity, and operational status. Customize your view to focus on what matters most to your practice.

Dashboard Widgets

AUM Summary

Total assets under management with day/month/year change indicators. Filter by advisor, team, or firm-wide.

Client Overview

Total households and clients, new client activity, and engagement metrics at a glance.

Performance Snapshot

Firm-wide and benchmark performance for common time periods with trend indicators.

Recent Activity

Latest transactions, cash flows, and account changes across your client base.

Alerts & Notifications

Data issues, pending tasks, compliance items, and system notifications requiring attention.

Task Queue

Pending tasks, scheduled reports, and upcoming deadlines for your team.

Dashboard Features

Customizable

Arrange widgets your way

Real-Time Data

Auto-refresh capability

Filters

Slice data by any dimension

Deeper Analytics

Explore Key Metrics for detailed performance analysis and business intelligence insights.

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Key Metrics Return to Dashboard