Milemarker announces next-level solutions to help wealth management firms scale and streamline their technology and operations.
The wealth management industry has an innovation to celebrate as Milemarker announces the launch of Charter, an unprecedented Managed Back Office Support service. This ground-breaking solution aims to help wealth management firms unlock their technological potential, streamline their operations, and propel exponential growth.
Charter was born out of the need that Milemarker found within fast-growing firms struggling to optimize their business as they grew. Often the fastest growing has a snowball of operational complexity, redundancy, and a struggle to retain quality talent. “Consider Charter as the secret key to your firm’s operational excellence, enabling advisors to refocus their efforts on client engagement and business improvement,” shared Kyle Van Pelt, CEO at Milemarker. “Our expert team is committed to transforming the intricacies of back-office operations from a challenge into a potent catalyst for growth.”
Milemarker’s Charter service has been an immediate shot in the arm, allowing us to work directly with experts who can provide near-instant solutions to our operational issues. It has given us more scale and confidence as we add new offices, refine workflows, and better automate our technology in general.
Helen Dowler, Chief of Staff, Csenge Advisory Group
Charter tackles common challenges facing wealth management firms, including:
- Managing Fee Billing: Charter simplifies the complex fee billing process, ensuring your firm runs efficiently and professionally.
- Creating Automated Billing Forecasts: Charter provides intuitive automated solutions to predict future billing, accurately enhancing your financial planning process.
- Supporting Your New Account Process: With Charter, onboarding for new accounts becomes streamlined and manageable, improving client experiences.
- Managing Capital Market Assumptions: We understand the market complexities and help your firm to navigate and manage capital market assumptions effectively.
- Report Construction: Charter empowers your team to create insightful, relevant, customized reports easily.
- Data Analytics Configuration: Gain a competitive edge with data-driven insights as Charter configures your firm’s data analytics for maximum effectiveness.
- Custom Integration Support: Our team of experts ensures your tech stack is well-integrated, reducing redundancy and improving workflow.
Milemarker’s heritage lies in successfully managing technology and operations for firms. Key figures, including cofounder Jud Mackrill, have a rich track record of helping advisors extract maximum value from their technology investments.
Charter, Milemarker’s Managed Back Office Solution, is meticulously crafted to cater to wealth management firms utilizing tech platforms such as Orion, Redtail, Wealthbox, and eMoney. With a three-pronged strategy – Optimization, Iteration, and Automation, Charter promises to unburden firms from back-office complexities, delivering seamless operational efficiency.
With Milemarker, you choose a partner with a history in building the software solutions many firms rely on today. Our expertise spans multiple technologies, including Salesforce, AWS, Snowflake, Box, MoneyGuide, Right Capital, and eMoney. The Milemarker team is profoundly service-oriented, ensuring our clients’ success.
As we often say, “We’ve witnessed every scenario and are fully equipped to guide your success story.” Firms eager to unlock their full potential can visit https://www.milemarker.co/charter to embark on their journey to operational excellence.
For additional details about Charter by Milemarker or to schedule an interview, please get in touch with Ben Drake at +1 (404) 549-6395 or ben@milemarker.co.
