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  • Milemarker™ Platform
  • Integrations

Committed to

Connecting Your Future

Tailored for fast-growing advisory firms, our suite effortlessly brings together your diverse tech stack into a single, cohesive platform. Say goodbye to tech chaos and hello to integrated excellence.

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Milemarker's

Integration Suite

Milemarker’s connectors are constantly growing, ensuring you have access to the most comprehensive data integration solutions. This list may include connectors that are currently in development and testing.

401Go :
Addepar :
Adhesion :
ADP :
AdvicePay :
Allianz :
Alphabot :
Altruist :
Amazon Redshift :
Arch :
Artisan software :
Asana :
Ascensus :
AWS :
Microsoft Azure : Brand Short Description Type Here.
Black Diamond :
Box :
Canoe Intelligence :
Cognito :
Crystal Capital :
Current Client :
Databricks :
Dispatch :
Docupace :
Docusign :
DPL :
DST Systems :
DTCC :
EBix Smartoffice :
eMoney :
Empower :
Envestnet :
FactSet :
FE fundinfo :
Fidelity :
Fintrx :
Fireflies AI :
First Clearing :
F&G :
Global Relay :
Geowealth :
Google Sheets :
Hadrius :
Hexure :
Holistiplan :
Hubspot :
ICE Data Services :
Idology :
John Hancock :
JumpAI :
LSEG :
Mailchimp :
Mammoth Technology : Brand Short Description Type Here.
Microsoft :
Microsoft Dynamics :
Monday.com :
MoneyGuide : Brand Short Description Type Here.
Morningstar : Brand Short Description Type Here.
MSCI : Brand Short Description Type Here.
MySQL :
NIC Platform :
Nitrogen :
North American :
North Capital :
okta :
One Drive :
Oracle Netsuite :
Orion :
Orion Communities :
Orion Eclipse :
Orion Risk :
Osaic :
PitchBook :
PKS Investments :
Pontera :
PostgreSQL :
PowerBI :
Practifi :
PreciseFP :
Preqin :
Principle :
Quickbooks :
Raymond James :
Redtail :
Refinitiv :
RightCapital :
Robinhood :
Sage Intacct :
Salesforce FSC :
Salesforce :
Securities and Exchange Commission :
Sendgrid :
Schwab :
Sharefile :
Sharepoint :
Sigma Computing :
Skience :
Slack :
SmartX :
Snowflake :
SQL Server :
S&P Global :
Tableau :
Taiko :
Tamarac :
TradePMR :
Twilio :
Ultimus :
UMB :
Vanguard :
Visible Alpha :
Voya :
Wealthbox :
Wistia :
XTIVA :
YCharts :
Zendesk :
Zeplyn :
Zocks : Brand Short Description Type Here.
Zoho :
Real Results

One of the biggest challenges facing financial firms today is true ownership of their data. Data about their clients, prospects, and their business is living in a variety of systems that don’t always talk to each other that well. That limits the firm’s ownership of the data and their ability to run their business effectively and serve their clients to the fullest. Jud and the Milemarker™ team, they’re on a mission to solve that problem

Picture of Mike Langford

Mike Langford

CEO FinservMarketing

Security as Foundation

Built on the
Most Trusted Platforms

Your wealth management data is too important to compromise.

We’ve built Milemarker on the security foundation of AWS and Snowflake—industry leaders who invest billions in protecting enterprise data. Combined with our rigorous internal practices, you get multi-layered protection that exceeds institutional standards.