- Milemarker™
- Wealthbox
Seamless Access, Data Sync & Analytics—All in One Place
Managing your CRM just got a whole lot easier. With Milemarker™, logging into Wealthbox from our Firm Intelligence or Innovation Partner platform is now as simple as a single click. And we’re not stopping there—Milemarker™ syncs your Wealthbox data across multiple firms, stores it securely, and gives you powerful analytics to see all your key data alongside the rest of your advisory tools. Welcome to the future of CRM and data management. One platform, seamless integration, smarter insights.
- Milemarker™
- Wealthbox
Why It Matters?
Wealthbox is a great CRM, but switching between systems, managing multiple firms, and trying to get an overview of your client data is frustrating. That’s where Milemarker™ comes in. Not only do you get seamless Applink login access to Wealthbox, but you can also sync, store, and analyze data from all your Wealthbox firms right within Milemarker™ Firm Intelligence.
Now you can see the big picture—all your Wealthbox data, financial insights, and operational metrics in one place, with powerful analytics to drive smarter decisions.
- Milemarker™
- Wealthbox
How the Milemarker™ + Wealthbox Login Works
Getting started with Wealthbox inside Milemarker’s™ Firm Intelligence is simple:
It’s that simple. No more toggling between systems, no more wasted time.
- Milemarker™
- Wealthbox
What’s In It for You?
Single-Click Wealthbox Access
Gone are the days of juggling passwords and platforms. Milemarker’s™ integration lets you log into Wealthbox seamlessly within our platform.
Data Sync Across Multiple Firms
Managing multiple Wealthbox firms? Milemarker™ syncs data from all of them, bringing everything together in one view—no more fragmented systems.
Analytics at Your Fingertips
Here’s where it gets even better. With Milemarker’s™ analytics tools, you can now see your Wealthbox data alongside key metrics from other platforms. Track client activity, analyze trends, and make data-driven decisions faster than ever.
Data Stored in Milemarker’s Data Warehouse
All your Wealthbox data is stored, organized, and easily accessible within the Milemarker™ Data Warehouse. Whether you’re managing core office data or aggregating advisor info, it’s all right here.
- Milemarker™
- Wealthbox
Who’s This For?
If your firm uses Wealthbox to manage client relationships and you’re tired of bouncing between systems, Milemarker is your solution. We bring together Wealthbox, data sync, and analytics into one seamless experience, designed for advisory firms that want to grow smarter.
- Milemarker™
- Wealthbox
Simplified CRM, Smarter Insights
Wealthbox does an excellent job of helping you manage clients. But with Milemarker™, you take it to the next level. Not only do you log in seamlessly, but you also sync and store data across multiple firms while gaining powerful analytics to track performance and drive growth.
One-click access to Wealthbox from within Milemarker.
Data sync across all your firms—aggregated and stored in the Milemarker™ Data Warehouse.
Advanced analytics to see your Wealthbox data alongside other key business metrics.
If you’re a Firm Intelligence or Innovation Partner user, Milemarker™ offers you the best of both worlds—seamless access to Wealthbox, data sync, and analytics to help you make smarter, faster decisions. Start using Milemarker™ + Wealthbox today and simplify the way you work.
Milemarker™ & Pontera Together?
Ready to Experience
- Milemarker™
- Wealthbox