With Milemarker, you own and control all of your data. Milemarker helps you unlock the power and value of your data while putting it to work for you, your advisors and your clients. 

Milemarker seamlessly integrates with all major wealthtech platforms and is constantly expanding to include more. Our powerful system ensures our advisors enjoy unparalleled connectivity and confidence. If you have a system we currently don’t connect with, we advocate for you and work with your providers to build a connection.

Milemarker helps you digitize your business rules in easy to understand ways that your advisors can adopt without boring training sessions, buzzwords or janky processes. We put your workflows to work. 

What good is data if you can’t use it. Milemarker helps you connect and query your data directly through your application as well as through best of class Business Intelligence tools like PowerBI, Tableau, Sigma Computing, or Looker. 

Milemarker is proud to help our clients gain deeper access and control over your insurance and brokerage data. Its your data, we give you the access, management and controls you need for compliance, reporting and analysis. 

Milemarker works with you to add new data sources as needed. As all of our clients connect new systems, our entire client community is able to benefit in more efficient connections. 

Absolutely. We frequently help our clients to update a primary system with our industry best system to system sync.