- Milemarker™ Platform
- Command Center
- Help Desk
Milemarker™ Command Center: Help Desk Built for Wealth Management
A Help Desk That Gets Wealth Management.
Your advisors need help with Orion syncs, custodial data, and DocuSign workflows. Your current system asks if it’s “hardware or software.”
Built for your world. Not everyone else’s.
- The Problem
Your Help Desk Doesn’t Speak Wealth Management
Tuesday, 9 AM. New account opening failed.
Advisor creates ticket: “Account not working.”
Generic system asks: “Hardware or Software?”
What the advisor actually needs:
“Did DocuSign complete? Is Orion synced? Where’s the custodial data?”
What your system gives:
Categories built for selling widgets, not managing wealth.
Your help desk doesn’t understand your business.
- What’s Actually Broken
Generic Tools for Specific Problems
Category Confusion
“IT Issue” doesn’t help when the problem spans CRM, custodian, and portfolio system. Everything becomes “Other.”
Integration Ignorance
System can’t see that the Orion sync failed, so it can’t route to the person who fixes Orion syncs.
Context Blindness
Ticket says “client portal broken” but doesn’t know Mrs. Johnson has $5M and is calling tomorrow.
Solution Scatter
Fix gets documented generically. Next time same Schwab integration breaks? Start from scratch.
Your wealth management problems need wealth management solutions.
- What We Fix
The First Help Desk Built for Wealth Management
Wealth-Native Categories
CRM sync issues. Custodial data problems. Trading platform errors. Portfolio reconciliation failures. Categories that match your reality.
Deep System Integration
Connects to your actual tools. Sees when Orion fails. Knows when DocuSign hangs. Routes based on what actually broke.
Client Context Intelligence
Every ticket includes client tier, account status, and relationship details. VIP clients get VIP treatment automatically.
Operational Workflow Integration
Links to your new account opening, trading workflows, and case resolution processes. Fix the ticket, update the workflow.
What You Get
Wealth Management Intelligence
- Pre-built categories for CRM, custodial, trading, & planning issues
- Automatic integration status checking
- Client tier recognition & priority routing
- Account-specific context in every ticket
System-Aware Routing
- Routes Orion issues to Orion experts automatically
- Escalates custodial problems to operations
- Flags compliance issues for review
- Balances workload across specialized teams
Operational Integration
- Links tickets to new account opening workflows
- Connects trading issues to trade resolution processes
- Integrates with case management & approvals
- Updates all systems when problems are resolved
Intelligent Data Assembly
- Pulls account status from portfolio systems
- Includes client information from CRM
- Shows recent activity from trading platforms
- Assembles complete picture before anyone starts working
Knowledge That Sticks
- Solutions captured in wealth management terms
- Searchable by account type, system, & issue
- Reusable fixes for common integration problems
- Continuous learning from your specific environment
The Transformation
- Before Milemarker™ Help Desk
- Issue categories = “Other” for everything wealth management
- System integration = what integration?
- Problem context = advisor explains from scratch every time
- Solution reuse = start over with every similar issue
- After Milemarker™ Help Desk
Issue categories
built for wealth management reality
System integration
sees your actual tech stack
Problem context
complete picture assembled automatically
Solution reuse
searchable database of working fixes
Real Results
Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry.
Torie Happe
Holistiplan Head of Partnerships
85%
reduction in “miscategorized” tickets
70%
faster resolution for system integration issues
Zero
time wasted explaining basic wealth management concepts
Complete
audit trail that compliance actually understands
Built For
Your Technology Stack
CRM
Integration
When Salesforce sync fails, system knows exactly what broke and who fixes it.
Custodial Intelligence
Schwab data issues route to custodial specialists with account context included.
Portfolio System Awareness
Orion, Black Diamond, Addepar problems get routed based on actual system knowledge.
Trading Platform Connection
When trades fail, system includes order details, allocation information, and client context.
Planning Software Integration
eMoney, MoneyGuidePro, RightCapital issues handled by people who know those systems.
Advanced
Wealth Management Features
Operational Workflow Links
- Connect help desk issues to broader operational processes
- Update new account opening workflows when systems are fixed
- Link trading issues to trade resolution procedures
- Maintain context across all operational systems
Compliance Integration
- Automatic flagging for issues requiring compliance review
- Audit trail documentation that satisfies regulators
- Risk assessment for client-impacting problems
- Regulatory reporting integration for serious issues
Ready to Help Your Advisors?
Free analysis of how generic ticketing fails wealth management.
Watch intelligent routing with full system context.
30 minutes to design support that understands your business.
Stop explaining your industry to your tools.
Stop routing tickets to wrong departments.
Stop losing context with every handoff.
Why This Matters
Generic help desks create more problems than they solve in wealth management. You need support that understands your business.