Portfolio Management
Connect portfolio management and reporting systems
Performance Data
Portfolio management integrations bring in performance calculations, billing data, and model allocations. Use your existing performance engine while surfacing data through Milemarker's client experience.
Supported Platforms
OR
Orion
API, SFTP, and Redshift Options
BD
Black Diamond
Fully Supported
AD
Addepar
Fully Supported
YC
YCharts
Fully Supported
Available Data
Performance
Time-weighted and money-weighted returns at account and household levels.
Allocations
Model assignments, asset class breakdowns, and drift analysis.
Billing
Fee schedules, billing history, and AUM calculations.
Milemarker Platform Guide
Data & Integrations