- Milemarker™ Platform
- Console
Unified Data Dashboard That Delights Your Entire Team
Everyone Happy.
Give your leadership, advisors, and teams the complete data story they need—whether they’re W2 employees or 1099 contractors, under your brand or theirs. Console delivers the right insights to the right people with the right branding.
Experience true orchestration on top of your firm's data.
- The Console Challenge
Death by a Thousand Portals
Board meeting. Tuesday. 2pm.
You have 12 different client portals
One from your CRM. Another from your portfolio system. A third from your planning software. None of them talk to each other.
Your clients see fragments
Performance from one system. Planning from another. Documents scattered across three more.
Your team sees chaos
Different logins. Different interfaces. Different versions of the truth.
Your team sees chaos
Every portal looks different. Nothing feels connected to your firm.
Milemarker™ Console redefines how you scale with your data.
- What Console Delivers
One Platform. Complete Stories. True Scale.
End Portal Proliferation
Replace scattered client portals with one unified, branded experience that shows the complete picture of each client relationship.
Complete Client Stories
Performance, planning, documents, and communications all in one place—giving clients and advisors the full context they need.
Infinite Scalability
Add clients, advisors, offices, and data sources without adding complexity or compromising the user experience.
Your Brand, Everywhere
Every interaction reinforces your firm’s identity across all user touchpoints—from executive dashboards to client portals.
Console Components
- Executive Console
- Real-time business metrics & KPIs
- Firm-wide performance analytics
- Strategic decision support dashboards
- Mobile-optimized for leadership on-the-go
- Advisor Console
- Personalized dashboards for each advisor's book
- Client performance & workflow management
- Branded client-facing reports & presentations
- Productivity tools tailored to advisor workflows
- Valuation Console
- Real-time firm valuation metrics
- Operational & financial data integration
- M&A readiness & due diligence support
- Investor relations & board reporting
- Coming Soon
- Client Console
- Secure client portal for investment viewing
- Document access & engagement tracking
- Branded client experience management
- Self-service capabilities for clients
Page Builder
Create branded, data-rich pages using visual tools—no coding required. Embed widgets, charts, and dynamic content with complete design flexibility.
Custom HTML Support
Add embedded tools, widgets, or brand elements using custom HTML to tailor every experience to your exact needs.
Menu Management
Design and control navigation across your application with drag-and-drop simplicity and full branding control.
Springboard SSO Center
Provide one-click access to your firm’s core tools through a secure, branded single sign-on hub directly within the console.
WYSIWYG Editor
Create and edit content with an intuitive editor—perfect for announcements, education, and thought leadership.
Multi-Author Support
Empower your entire team to contribute content with role-based permissions and approval workflows.
Media Management
Upload, organize, and manage all media assets in one place—seamlessly connecting content across your platform.
Unlimited Publishing
Share announcements, insights, and updates without limits across all your branded experiences.
Multi-Tenant Architecture
Built for Complex Organizations
Brand Separation
- Each entity, office, or division gets its own branded experience while sharing underlying data infrastructure.
User & Permission Management
- Role-based access controls at every level
- Microsoft Login & Okta integration support
- Granular permissions for data, features, and functions
- Cross-entity user management capabilities
Business Rule Engine
- Configure unique workflows, data views, and experiences that reflect each entity's specific business requirements.
Scalable Infrastructure
- Add new brands, offices, or acquired firms without rebuilding—just configure and deploy.
Mobile & Accessibility
Built for How Your Team Actually Works
Mobile Optimization
Access the full power of the Console from any device with responsive design built for performance on the go.
In-App Onboarding
Self-guided setup for dashboards, workflows, and data views with intuitive tutorials and help.
Progressive Web App
Your team can add Console to their home screen for native app-like experience without app store downloads.
Implementation
Process
Infrastructure Setup
Configure your Console environment with proper security, access controls, and initial branding.
User & Brand Configuration
Set up user roles, permissions, and brand identities for each entity or division you manage.
Dashboard Creation
Build executive, advisor, and operational dashboards using your unified data and brand guidelines.
Team Training & Rollout
Deploy Console across your organization with comprehensive training and ongoing support.
Ready to Experience True Data Orchestration?
Stop managing scattered dashboards. Start controlling your data experience.
See how leading firms use Console to manage their data at scale.
Step-by-step approach to Console deployment.
True Scale
Add users, brands, offices, and data sources without performance degradation or architectural limitations.
Brand Consistency
Every interaction reinforces your firm’s identity and professional standards across all user experiences.
Operational Control
Manage complex organizations with multiple entities, brands, and user groups through one unified platform.
Future-Ready
Extensible architecture that grows with your business and adapts to changing organizational needs.