The Connected Advisor
How Data Drives Better Business with Kyle Van Pelt – Orion Fuse Show Podcast
Originally Published by Orion As financial services become more technology-driven, the role of data in providing a seamless advisor-client experience has become […]
Data Streaming and Data Warehousing: The Fintech Stack of Tomorrow
Financial advisors should be well-versed in data streaming and data warehousing to maintain a competitive edge and provide superior service to their […]
The Future is a Data Stream – Why Data Streaming Will Reshape the Future of Independence
Data is the lifeblood of our economy and it will shape the future of independence. The dawn of the digital age has […]
Milemarker Announces Strategic Partnership and Dedicated Integration Support for Orion Clients
Milemarker (www.milemarker.co), a technology provider that helps advisors maximize their use of Orion Advisor Solutions and its Amazon Redshift initiative, has announced dedicated support for the platform. In addition to providing support for the API, Eclipse, and Amazon Redshift initiatives, Milemarker is focused on helping firms achieve success building applications on top of Orion. This move will help advisors make the most of all that Orion has to offer.
What is Data Normalization, and Why Does it Matter to You?
As a CEO, you likely have a lot of data at your disposal. After all, data is one of the most essential tools you have for making decisions about your company, how you serve your clients, and how you build your team. But have you ever stopped to think about how that data is organized? Is it easy to find what you're looking for? Or is it a jumbled mess?
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 […]
