The Milemarker Data Model is a proprietary, industry-leading framework that connects all your data sources—portfolio accounting, financial planning, CRM systems, custodians, and more—into a single, cohesive ecosystem.

Designed with leading wealth management, independent broker dealers, RIA’s and private equity firms in mind, this model is the foundation of your data-driven strategy:

– Built for Wealth Management Client Complexities: No two clients are the same. It’s time your data and systems respected that.

– Flexible and Customizable: Milemarker’s Data Model aligns with your firm’s data rules and operational requirements, creating a system that works for you.

– Future-Proof: This data model scales effortlessly as your business grows and evolves, adapting to new technology and regulatory changes.

– Universal User IDs: Connect advisors, clients, and team members through unified identifiers, simplifying and enhancing data insights.

Why You Need a Unified Data Model

A study by Accenture shows that 83% of financial advisors believe AI will transform client relationships, and 90% say it will grow their business by more than 20%. But achieving this requires clean, actionable data in an exclusive environment —and that’s where Milemarker comes in.

Most firms rely on disconnected tools that leave critical data trapped in silos. This limits insights, increases inefficiencies, and slows decision-making. The Milemarker Data Model solves these challenges by integrating and centralizing data in a way that works for you.