The Connected Advisor
Citybuzz.co -Milemarker Launches Firm Intelligence Platform to Revolutionize Wealth Management Data Integration
Originally Posted by CityBuzz.co on September 12, 2024 In a significant development for the wealth management industry, fintech company Milemarker has unveiled […]
Citywire: Milemarker rolls out data consolidation platform
Article by Alec Rich The data management-for-RIAs firm, founded in 2021, has worked quickly to add new staff and expand its offerings. […]
Milemarker Unveils Firm Intelligence: The Power to Control, Integrate, and Unlock Your Wealth Management Data
ISLE OF PALMS, S.C., Sept.12, 2024 – Milemarker, a fintech firm dedicated to empowering wealth management companies with deeper insights from their […]
Milemarker Earns SOC 2 Certification
At Milemarker, security isn’t just a promise—it’s the foundation of everything we do. Today, we’re excited to announce that Milemarker has officially […]
How a Data Warehouse Influences Your WealthTech Software Choices
As a technology leader at a major financial services company, you understand the critical importance of selecting and integrating software that can […]
Getting Data In and Out of Your Data Warehouse: Best Practices and Tools
Data extraction, transformation, and loading (ETL) processes, data integration tools and techniques, data cleansing and validation, data security and privacy, and querying […]
How a Data Warehouse Strengthens Decision-Making for Advisors
A data warehouse can be compared to the backbone of a financial advisor, providing a sturdy foundation for decision-making and supporting the […]
Customer Launch: Taiko Introduces Strategy Galleries
We are stoked to watch our customers launch industry-shifting solutions like Taiko’s Strategy Galleries – A Platform Feature Enabling Advisors to Efficiently […]
Citywire Review: RIAs Shift Focus from AUM to Holistic Metrics of Success
Recap of Andrew Forech article: “Schwab study says RIAs are looking for indicators of success beyond AUM” As the financial landscape evolves, […]
The Rise of Large Language Models and their Impact on Financial Advisors’ Client Experience
How AI-powered language models are reshaping the financial services industry, and why you should care As we move forward in an era […]
Streamlining Your Financial Services with Milemarker: Unlocking the Power of Data Warehousing
As a financial services leader, you may have experienced the challenges of integrating data and systems within your organization. However, Milemarker is […]
Creating the Next Generation of Advisor Platforms – Orion Fuse Show Podcast
[vc_row][vc_column][vc_column_text] Originally published by Orion Technology plays an essential role in every industry, and financial services are no exception. With the growing […]
