Inquiries

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Ph: (415) 612-2113

Jud Mackrill

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 for more...

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 on goldmines...

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 is a...

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 company that...

The Big Promise: Can Digital Tools Really Change Advisors' Lives?

Recently Published in Financial Advisor, written by David Conti High Tech; High Touch In the 1980s, futurist and Megatrends author John Naisbitt predicted that business and...

The Genesis Of Financial Wellness And Beyond

This article is part of series featuring key comments from Kim Mackrill and Jud Mackrill on the future of financial advice. Written by David...

The Disturbing and Provocative Future of Financial Advice

Jud Mackrill leads a discussion with leaders from national RIA's, Raymond James and Mammoth. Rewatch this event by registering below. Welcome to Next Chapter...

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 researcher Businesses...

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 your business...

Is Your Data Strategy Unique?

TL;DR – Your data can be untethered from your current systems and technology so that you can filter your future decisions through the context...

Data Integration - How Hard Can It Be?

TL;DR – Integration challenges can be resolved through planning, communication, collaboration and an excellent API platform. In the year 2021, it’s natural to think...

How The Evolution Of Apple's Value Impacts Us All

TL;DR – The fastest way to grow your revenue is to expand what you’re offering to your clients. In the early stages of a...

On Mixtapes & Hyper Personalization

TL;DR – How you slice and dice your tech gives your clients the mixtape experience that adds value and client retention. Back in the...

Integration as a Service for Financial Advisors with Jud Mackrill

Originally shared by Three Crowns Marketing. The latest TacoTech episode (co-hosted by Three Crowns founder, Johnny Sandquist) features Jud Mackrill, the CEO of a...

Optimism isn't the Opposite of Reality

TL;DR – Even when data exists in on prem monolithic closed systems, there is a path forward.  Facilitating an integration of emerging technologies in...

InvestmentNews: Can Mackrill’s new Milemarker take AdviserTech integrations the extra mile?

Originally Published by InvestmentNews When it comes to integrations among various AdviserTech solutions — with more and more integrations necessary as the breadth of...

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