- Solutions
- Milemarker™ For
- TAMPs & OCIOs
Restore Control, Discipline & Clarity
to Your Investment Universe
You’ve built the infrastructure to power advisors at scale. But managing unique investment workflows, analytics integrations, and branded experiences across hundreds of clients shouldn’t require an army of developers.
Milemarker™ Investment Center gives you the control and customization you need—without the complexity.
- What's Actually Broken
Scale Meets Customization. Oil Meets Water.
Every TAMP or OCIO faces the same impossible equation:
Advisors want customization
Unique models, specialized strategies, branded experiences that reflect their practice.
You need standardization
Consistent workflows, unified data, scalable operations across your entire platform.
The result?
Expensive custom development, fragmented systems, and advisor experiences that feel generic—or worse, broken.
Your platform is strong. But the investment experience feels duct-taped together.
- The Investment Center Solution
Built for TAMPs & OCIO’s
Who Demand Both Scale & Sophistication
Milemarker™ Investment Center doesn’t make you choose between standardization and customization. You get both.
Unified Investment Universe
Combine public markets, alternatives, insurance, 401(k)s, and SMAs in one streamlined experience. Your advisors see everything. Your ops team manages one system.
Analytics Integration
Works with your analytics provider of choice—Morningstar, FactSet, Ycharts, or custom solutions. Advisors get the insights they trust within the workflow they love.
Rep as PM Workflows
Enable advisors to build bespoke models, access managed accounts, and implement unique strategies—all within your governance framework
Multi-Tenant Branding
Each advisor gets a beautifully branded experience that feels like their own platform. You maintain control and consistency behind the scenes.
Workflow Discipline
Every investment decision flows through your compliance rules, risk parameters, and operational processes—automatically.
- Investment Center Features
Everything You Need to Power
Modern Investment Management
Model Management & Customization
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Drag-&-drop experience builder for advisors
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Centralized model library with governance controls
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Custom allocation tools with real-time validation
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Sleeve management & restriction handling
Alternative Investments Integration
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Private equity, real estate, & venture fund access
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Streamlined alternative onboarding workflows
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Performance tracking across traditional & alternative holdings
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Compliance-ready documentation & reporting
Analytics & Performance
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Integration with your preferred analytics provider
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Custom performance dashboards by advisor
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Risk analytics & attribution reporting
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Client-ready investment summaries
Trading & Execution
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Direct integration with your trading platform
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Bulk rebalancing across advisor books
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Trade validation & compliance checking
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Real-time execution monitoring
Multi-Tenant Architecture
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Branded experiences for each advisor practice
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Role-based access & permissions
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Custom workflows by advisor tier or specialty
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Centralized oversight with distributed control
Technical Excellence
Enterprise Infrastructure That Scales With Your Platform
Built for TAMPs
Multi-tenant architecture, enterprise security & scalable infrastructure that supports thousands of advisors without performance degradation.
API-First Design
Integrate with any system in your tech stack—custodians, trading platforms, CRMs, analytics providers, or proprietary tools.
Snowflake-Powered Data Engine
Your investment data, performance metrics & analytics in one unified, real-time warehouse that connects to any BI tool.
White-Label Ready
Complete customization of branding, workflows & user experience. Your advisors see your platform, not ours.
- How It Works
Built for Your Timeline & Success
Implementation & Support
Rapid Deployment
Core Investment Center functionality deployed in 6-8 weeks. Advanced customizations & integrations follow your priority roadmap.
Dedicated TAMP Success Team
Your dedicated team includes platform strategists who understand TAMP operations, technical architects for seamless integrations & ongoing support managers.
Advisor Training & Adoption
We handle advisor onboarding, training & adoption support so your team can focus on growth instead of tech support.
Continuous Enhancement
Regular platform updates, new feature development & ongoing optimization based on your feedback & industry evolution.
Other Solutions For:
- RIA's & Family Offices
Ready to Transform Your Investment Platform?
Stop choosing between scale and sophistication. Get both.
See how Taiko and other TAMPs use Milemarker™ to scale their investment operations.
30 minutes to see how Investment Center works for TAMPs like yours.
Watch a live walkthrough of multi-tenant investment workflows.
No Compromise Architecture
Scale and customization aren’t trade-offs. Our multi-tenant platform delivers both without technical debt.
Investment-Native Design
Built specifically for investment management workflows—not adapted from generic business software.
Analytics
Agnostic
Works with your existing analytics relationships while providing the flexibility to evolve over time.
Governance
Built-In
Every workflow includes your compliance rules, risk parameters, and operational requirements from day one.
The Milemarker™ Advantage
“Milemarker™ has helped Taiko build a scalable way to deploy our unique sorting, business logic, and associations so that advisors can build bespoke models, access SMAs and Alts — all under one roof.”
Christopher Horvath
CFP, Managing Director, TAIKO
Custom
branded experiences without custom development
Unified
investment workflow across all product lines
60%
reduction in advisor onboarding time
Seamless
integration with existing analytics platforms