Platform Overview
Understanding Your Milemarker Platform
Milemarker is a comprehensive platform designed specifically for wealth management firms, focusing on streamlining systems, data, experiences, and workflows. Our mission is to transform the lives of advisors and clients by providing a seamless, integrated experience.
Your Partner in Innovation
Milemarker eliminates the complexity of managing multiple aspects of wealth management by offering integrated solutions that just work.
System Integration
Seamlessly connect your wealth management tools into a unified platform
Data Management
Aggregate and analyze client data to deliver personalized insights
Client Experience
Create bespoke client experiences that elevate service quality
Workflow Automation
Automate daily tasks so advisors can focus on relationships
Client Portal & Mobile App
Deliver a white-labeled client experience through web and mobile applications. Clients can view portfolios, transactions, documents, and communicate with their advisor.
Data Aggregation & Integration
Connect to custodians, CRMs, financial planning tools, and portfolio management systems. Milemarker aggregates data from multiple sources into a unified view.
Reporting & Analytics
Generate performance reports, client statements, and business analytics. Customizable dashboards give you insights into your practice and client relationships.
Document Management
Secure document storage and sharing with integration to platforms like Egnyte. Clients can upload, view, and download documents through the portal.