- Milemarker™ Platform
- Boosters
Your Firm Is Unique.
Your Solutions Should Be Too.
The platform handles the foundation. Boosters handle your specific needs. New account opening. Trading workflows. Investment center. Built for how you actually work.
What Are Boosters?
Solutions That Fit Your Reality
Every firm is different. Your client onboarding process. Your trading workflows. Your investment approach.
Boosters are purpose-built solutions
that plug into your Milemarker™ platform and solve your specific operational challenges.
Not generic. Not one-size-fits-all. Built for your business.
Boosters
Available
New Account Opening
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Multi-custodial digital onboarding
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DocuSign integration with automatic account creation
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Pre-populated forms with client data
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Schwab integration & account number tracking
Trading Center
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FIX trading overlay with Orion integration
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Smart validations & bulk rebalancing
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Model sleeving with access controls
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Real-time funding alerts & trade tracking
Investment Center
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Unified view of public markets & alternatives
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Analytics integration with your preferred provider
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Fund curation & comparison tools
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Customizable investment UI/UX
How It Works
Platform First
Your Milemarker™ foundation handles data, workflows, and core operations.
Add What You Need
Choose boosters that solve your specific challenges.
Integrate Seamlessly
Everything works together. One platform, tailored solutions.
Ready to Boost Your Operations?
Your platform should work the way you do.
Show us your workflows. We’ll show you the right boosters.
See every available solution and integration.
Real Results
Big fan of data and all Milemarker™ does.
Molly Pierce
CEO at Track That Advisor
White-Label Ready
Every booster can be fully branded as your own solution.
Multi-Tenant Support
Deploy across offices, teams, or acquired firms with different configurations.
Integration Native
Works with your existing tech stack without disruption.