Envestnet + Milemarker Integration

Envestnet + Milemarker Integration | Own Your Data

Connect Envestnet and Milemarker to Power Unified Wealth Management Workflows

Set Up Your First Integration

Connect Envestnet, the industry-leading wealth management platform, with Milemarker to integrate investment data, automate portfolio workflows, and enhance client service across your firm’s entire ecosystem.

Milemarker integrates with Envestnet to streamline portfolio updates, unify account data, and automate critical advisory workflows. From investment management to compliance and reporting, Milemarker helps ensure your firm’s systems work together seamlessly.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A new account or household is created or updated in Envestnet
A model portfolio is assigned or rebalanced
A transaction, performance update, or fee calculation is posted

Add Your Action

An Action is what Milemarker does in response—like:

Syncing account or investment data into your CRM or client dashboard
Triggering notifications for advisors or operations teams
Updating financial planning tools with real-time investment data

You're Connected!

Once connected, Milemarker ensures Envestnet data flows automatically into your operational systems—reducing redundancy, improving data accuracy, and enabling faster, smarter decisions firmwide.

⚙️ Supported Data and Workflow Channels via Envestnet

- Account & Household Profiles
- Investment Models and Holdings

- Rebalancing & Transaction Activity
- Fee Structures and Performance Metrics

Why Choose Milemarker?

Enterprise-Grade Data Flow

Built to handle the complexity of multi-platform advisory operations

Real-Time Workflow Automation

Transform portfolio events into immediate operational triggers

Trusted by Advisory Leaders

Scales with RIAs, broker-dealers, and enterprise wealth platforms

Unify Investment Operations with Envestnet + Milemarker

If your firm uses Envestnet to manage client portfolios and investment strategies, Milemarker ensures that data becomes actionable across your tech stack—fueling automation, insight, and exceptional client service.

Let’s connect Envestnet and Milemarker today