Data Analytics and Reporting for Wealth Management

Data & Analytics Consulting
Services for Wealth Management

At Milemarker, we provide an extensive array of data analytics and consultation services, empowering businesses of all scales and data sophistication levels to leverage insights and outstrip the competition.

As a firm specializing in data analytics consultancy, we assist our clientele in activating decision intelligence and transforming into insight-driven entities. 

Data & Analytics Services

Data & Analytics Consultation

  • Development of strategic data initiatives
  • Advisory on data management capabilities
  • Consultation on data platform design, solution architecture, and Proof of Concept (PoC)
  • Expertise in Business Intelligence (BI) strategies
  • Specialized consultation for data science methodologies

Data Transformation Services

  • Facilitation of data discovery and augmentation
  • Promotion of data democratization across the organization
  • Modernization of data analytics infrastructure and processes

Data Platform Implementation

  • Implementation of business insights data platforms
  • Development of data platforms for product-related and embedded BI needs
  • Establishment of data platforms for AI/ML workloads

Data Engineering Services and Operations

  • Services related to data modeling, data integration, and data engineering
  • Implementation of BI and analytics systems
  • Management of data architecture migrations and platform re-engineering
  • We aim to facilitate our clients' journey toward becoming data-driven organizations, and we're excited to work closely with you to meet your specific needs and objectives.

Unique Integrations


Managed Clients

We Understand Your Industry

We Solve Problems.


Explore the dynamic capabilities of data warehousing in modern wealth management. Harness the power of integrated data to understand and manage risk, comply with regulations seamlessly, drive informed decision-making, and unlock new growth opportunities. Enhance marketing and sales efforts by leveraging client insights for targeted campaigns. Experience the transformative impact of data warehousing on your wealth management strategies.

Risk Management

A data warehouse can help RIA firms better understand and manage risk. By integrating data from a variety of sources, a data warehouse can provide a comprehensive view of a client’s financial situation. This information can be used to identify potential risks and develop strategies to mitigate them.


A data warehouse can help wealth management firms to comply with regulations. A data warehouse can make tracking and reporting compliance activities easier by storing data in a central location. This can reduce the risk of penalties and fines.

Reporting and analytics (Growth and Operations)

A data warehouse can help wealth management firms to generate reports and conduct analytics. This information can be used to make better investment decisions, improve customer service, and identify new opportunities.

Marketing and Sales

A data warehouse can help wealth management firms to improve their marketing and sales efforts. Wealth management firms can target their marketing campaigns more effectively by understanding their client’s needs and preferences. This can lead to increased sales and revenue.

Our Clients

Our Process

Analytics Scenarios

Streamline Financial Insights

Revenue Analytics Made Simple

Integrate all your unique business rules, revenue sources, asset-under-management details, and billing information into one system. We provide user-friendly dashboards that automate revenue calculations and illuminate your financial operations, enabling your team to strategize and make well-informed decisions.

Empower Your Advisory Team

Custom Dashboards for Advisors

Gather all the data your advisors need in one place to improve clarity, customization, and prompt decision-making. Our solution ensures your advisory team has access to essential information, enhancing business performance and client satisfaction.

Personalized Data Communication

Modern Data Delivery

Move beyond traditional data transfer limits and deliver data to your clients in a way that suits their needs best. Our solution helps you improve your customer’s experience by offering personalized and efficient data communication.

Make the Most of Your Data

Building a Dynamic Data Landscape

Every business needs a system to collect and arrange data from various sources in a way that reflects its unique requirements. We assist you in building a flexible and sturdy data model, ensuring an accurate representation of your business data landscape.

Areas of Data Analytics and Support

Transform your data into actionable insights with our comprehensive data analytics and support services. Our expertise spans across key areas.

Data Platforms & Analytics

  Development and management of Data Warehouse, Data Lake, Lakehouse, Data Fabric and Data Mesh
  Modern Cloud / Hybrid / On-Prem Data Architecture solutions
  Scalable storage and optimized data processing capabilities.
  Support for a wide array of use cases ranging from reporting and self-service BI to Data Science and Machine Learning applications.
Data Architecture Modernization, Migration and Cost-Optimization

Data Management & Strategy

Lean Data Governance and Metadata / Lineage / Catalog / Data Discovery
Comprehensive Data Quality Management
Operational, Master and Reference Data Management
Robust Data Security, Privacy, Access Control, and Compliance Measures
Consulting on Data Management and Data Strategy and Guidance on Data-Driven Business Transformation

Data Engineering & Infrastructure

Utilizing modern Data Engineering Stack
Data Integration, Modelling and Transformation (ETL/ELT)
Establishing and maintaining Data Pipelines, Orchestration, Quality Management, Observability, Monitoring, CI/CD, and Automation
Scalable and Flexible Data Ingestion, Rapid Data Onboarding, and Change Data Capture (CDC)

Data Products, Analytics, Business Intelligence, and Visualization

Facilitating accessible and discoverable Data-as-a-Service and Data-as-a-Product
Providing Self-Service / Interactive / Embedded BI, Dashboards, Reports, and Ad-Hoc Querying capabilities
Delivering actionable insights through Agile BI, Analytics Engineering, and Semantic Layer Modelling
Enhancing Data and Analytics Products with AI/ML Capabilities
Intuitive Data Visualization of Complex Data, creation of Data-Driven Apps and Portals

Talk with

Our team can help you:

  Evaluate your firm’s back-office technology requirements.
  Conduct demos of products that align with your needs.
  Architect a solution to enhance the experience and data accessibility for your advisors.
  Expedite your back-office setup through our dedicated implementation and support services.
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