The Connected Advisor
- Firm Intelligence
Gain Control Over Your Data
Combine your key data in one location. Apply your logic and deliver the right information to the right people at the right time.
- Firm Intelligence
How It Works
- Firm Intelligence
The Benefits
Bring Together
Bring together the key information that matters most to your advisors
Synthesize
Synthesize information across your portfolio accounting, planning, and CRM
Unpack
Unpack key insights about your business
Deliver
Deliver powerful insights to your advisors
"Thanks to Milemarker, our leadership team and our advisors now have greater access to the data we need to run our business well. We’ve been able to automatically create reports that would have taken us weeks to create before – including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business."
Laura Hubbell, CFA
CIO, SignatureFD
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