Frequently Asked Questions
Quick answers to common questions about Milemarker
Most firms complete onboarding within 4 weeks. This includes initial setup, data integration, branding customization, and client portal configuration. Your dedicated Success Manager will guide you through each phase.
Yes! Milemarker offers full white-label customization. You can add your logo, set custom colors, configure a custom domain, and personalize the entire client experience to match your firm's brand.
We provide comprehensive training including live onboarding sessions with your Success Manager, video tutorials on-demand, webinar recordings, and detailed documentation. Most teams feel confident using the platform within 1-2 weeks.
Milemarker integrates with major custodians including Charles Schwab, Fidelity, Pershing, and Raymond James. We're constantly expanding our integration library. Contact us if you need a specific custodian.
Data is typically refreshed daily from custodians, with most updates occurring overnight. The exact refresh schedule depends on your custodian's data availability. Position and balance data is usually available by market open.
Yes, Milemarker offers CRM integrations with popular platforms used in wealth management. This allows for synced contact data, household information, and activity tracking. Contact your Success Manager to set up your specific CRM integration.
Yes! Milemarker offers a fully branded mobile app for both iOS and Android. Clients can view their portfolios, transactions, documents, and communicate with their advisor from their phone.
Clients receive a secure invitation email with a link to set up their account. They create a password and can optionally enable two-factor authentication for added security. You can customize the invitation email with your branding.
Yes, Milemarker supports multi-member households with role-based access. You can configure different access levels including Full Access, View Only, and Limited Access for each household member based on their role.
Support is available via email at connect@milemarker.co. Your Success Manager is also available for strategic questions. Support hours are Monday-Friday, 8AM-6PM ET, with 24/7 emergency support for critical issues.
Absolutely. Milemarker employs bank-level security including encryption at rest and in transit, SOC 2 compliance, regular security audits, and role-based access controls. Your client data is protected with enterprise-grade security measures.