How Amazon Redshift is Helping Financial Services Companies – 7 Key Facts
Recently, the Milemarker team was able to spend multiple days with the team at Amazon, who specializes in Redshift for Financial Services. […]
Red Flags When Setting Up Your Firm’s Integrations
The right technology can be a huge boon to financial advisors – automating processes, providing more insights and analytics, and giving clients […]
Five Mistakes Advisory Firms Make With Data and Integrations
Wealth technology integrations and data management can be full-time job. With so many moving parts, it’s easy to make a mistake and […]
What Financial Services Companies Need to Know About AWS
When it comes to the cloud, Amazon Web Services (AWS) is the clear market leader. According to Synergy Research Group, AWS accounted […]
Modernizing Wealth Management’s Data Infrastructure with Kyle Van Pelt
Milemarker’s CEO, Kyle Van Pelt appeared on Mammoth’s Beyond the Ordinary recently. The market is flooded with financial data. Firms are sitting […]
Advisors Need to Get Their Software onto the Same Cloud
Video interview published by InvestmentNews: https://www.investmentnews.com/video/222501 Every advisory firm is unique, which means no software solution is totally turnkey. The best solution […]
Fintech Impact – Making Data Move Forward for Financial Services
Original appearance on Fintech Impact, hosted by Jason Pereira. Jason talks to Jud Mackrill, Co-Founder of Milemarker. Milemarker is a data solution […]
The Big Promise: Can Digital Tools Really Change Advisors’ Lives?
[vc_row][vc_column][vc_column_text]Recently Published in Financial Advisor, written by David Conti High Tech; High Touch In the 1980s, futurist and Megatrends author John Naisbitt predicted that […]
The Genesis Of Financial Wellness And Beyond
[vc_row][vc_column][ohio_text text_typo=”null”]This article is part of series featuring key comments from Kim Mackrill and Jud Mackrill on the future of financial advice. […]
The Disturbing and Provocative Future of Financial Advice
[vc_row][vc_column][ohio_text text_typo=”null”]Jud Mackrill leads a discussion with leaders from national RIA’s, Raymond James and Mammoth. Rewatch this event by registering below. Welcome […]
Letter to Wealth Management Firms: Time to Drain Your Data Lake
Originally published by Craig Iskowitz “Every company will eventually be in the data business.” ― Thomas H. Davenport, Ph.D, author and AI […]
Binders Full of Data
TL;DR – Just having digital records, isn’t enough to make your data useful. Establishing a single source of truth is essential to […]