The Connected Advisor
- The Data & Experience Engine for Wealth Management
Own Your Data.
Control Your Destiny.
Milemarker isn’t just software—it’s the key to creating seamless advisor and client experiences. We meet you where you are and take you where you want to go.
Supporting Today’s Fastest Growing Advisory Firms
- How It Works
Unlock the Power Of Your Data
Milemarker works with you to connect your tech stack to your Data Lake — supporting each unique configuration pathway and establishing data management rules and procedures based on your unique firm.
- Benefits
Built For Modern Wealth Management Firms
Create modern data pipelines with best-in-class analytics and gain complete control over your data. Our centralized systems streamline operations for your advisors.
- Testimonials
Client Success Stories
Discover the impact Milemarker has made through firsthand accounts from our valued partners. Explore how our innovative solutions and unwavering commitment to excellence.
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- Faq
Frequently Asked Questions
Here are some answers to the most common questions about Milemarker.
Milemarker works with the systems you already use to automate the transmission of your data into an environment that centralizes your data – giving you a single source of truth. We then help you automate that data to unpack insights, share with your team and bring the rest of your firms unique insights alongside that information.
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.
