Milemarker logo in white, representing a financial advisory business focused on serving, specializing, and scaling for growth.
Login
Get Demo
  • Milemarker™ Solutions
  • I Want To
  • Minimize Tab Fatigue

Stop Tab Juggling: Focus on Clients, Not Browser Tabs

Start Actually Working.

Your advisors have 12 browser tabs open just to see one client. Orion for performance. Salesforce for notes. eMoney for planning. DocuSign for documents. By the time they find what they need, the client’s already hung up.

One platform. Complete client story. Zero tab switching.

End Tab Chaos
See How It Works
Client management dashboard displaying financial metrics, including assets and liabilities, with integrated fintech options, emphasizing Milemarker™ Solutions for improved advisor experience and operational efficiency.
  • The Tab Fatigue Reality

Your Advisors Are Browser Athletes

9:30 AM client call coming up.
Laptop screen displaying multiple browser tabs, including Salesforce login, illustrating tab fatigue and the challenge of managing various financial tools for advisors.
  • Orion logo representing integration with Milemarker™ for seamless account management and data solutions in advisory firms.
    Tab 1: Orion

    (portfolio performance)

  • Email icon representing communication tools for financial advisors to reduce tab fatigue and streamline workflow efficiency.
    Tab 2: Email

    (recent communications)

  • Tab 3: Salesforce
    Tab 3: Salesforce

    (client notes)

  • Icon representing trading with arrows indicating exchange, symbolizing streamlined financial management and reduced tab fatigue for advisors.
    Tab 4: Trading Platform

    (recent activity)

  • eMoney logo representing financial planning solutions for advisors to reduce tab fatigue and streamline client management.
    Tab 5: eMoney

    (financial plan)

  • Billing system icon representing streamlined financial management and reduced tab fatigue for financial advisors.
    Tab 6: Billing System

    (fee information)

  • Tab 7: DocuSign
    Tab 7: DocuSign

    (pending documents)

  • Calendar icon representing meeting history and scheduling for financial advisors managing multiple client interactions.
    Tab 8: Calendar

    (meeting history)

  • Tab 9: Schwab
    Tab 9: Schwab

    (account details)

  • Icon representing streamlined planning and organization for financial advisors, emphasizing efficiency in managing client information and reducing tab fatigue.
    Tab 10: Planning Software

    (goals tracking)

  • Tab 11: Box
    Tab 11: Box

    (stored documents)

  • Custodian portal icon representing streamlined access to financial statements for advisors managing multiple client tabs.
    Tab 12: Custodian Portal

    (statements)

“How’s my overall progress looking?”

Client asks:

“Give me 30 seconds to flip through 12 tabs.”

Advisor thinks:
Your advisors aren't financial advisors. They're tab managers.
  • What’s Actually Broken

The Cognitive Cost of Context Switching

Memory Loss

Every tab switch erases mental context. Advisor forgets what they were looking for by the time they find it.

Time Hemorrhage

15 seconds to switch contexts. 30 seconds to remember what they needed. 45 seconds lost per question.

Client Perception

Professional advisor becomes fumbling amateur. “Hold on, let me find that” doesn’t inspire confidence.

Stress Amplification

More tabs = more stress. More stress = worse decisions. Worse decisions = unhappy clients.

Your technology should eliminate friction, not create it.
  • What Milemarker™ Fixes

Complete Client Context in One Screen

Milemarker logo representing data integration and streamlined workflows for broker-dealers.

Unified Client View

Portfolio performance, planning status, recent communications, pending documents, account details—everything in one intelligent dashboard.

Puzzle piece icon representing integration solutions for centralized data architecture in wealth management.

Contextual Data Assembly

System knows you’re looking at Mrs. Johnson. Automatically shows her performance, her plan, her recent activity, her documents.

Data integration and workflow adjustments icon representing Milemarker’s automated solutions for broker-dealers.

Smart Information Hierarchy

Most important information surfaces first. Recent changes highlighted. Action items prioritized automatically.

Arrows pointing inward, symbolizing data flow and integration, relevant to Milemarker™ Solutions for direct, intelligent data transmission in insurance executive platforms.

Zero Context Switching

Complete client story in one view. No tabs. No systems. No hunting.

What Your Advisors Get

Client dashboard interface displaying financial data, including assets, liabilities, and portfolio value, emphasizing real-time analytics for financial advisors.

Smart Context Assembly

  • System assembles complete client picture automatically

  • Recent changes & important updates highlighted

  • Action items prioritized by urgency & importance

  • Historical context available with one click

Dashboard displaying real-time revenue metrics and asset management data, including total AUM, revenue trends over three years, and detailed breakdowns by age bracket, illustrating Milemarker™ Solutions' unified revenue reporting capabilities.

Single Client Dashboard

  • Complete portfolio performance across all custodians

  • Financial planning status & goal progress

  • Recent communications & meeting history

  • Pending documents & action items

  • Account details & recent activity

  • Fee information & billing status

Total assets under management chart displaying growth metrics, including total amounts of $2,999,841 and $3,230,921,573, with a 4.54% increase, highlighting market and contributions data for asset managers.

real-Time Updates

  • Performance data updates automatically

  • Document status changes reflected immediately

  • Communications logged & visible instantly

  • Planning progress tracked in real time

Dashboard interface showcasing request submission for financial services, including options for trade assistance, account payments, and operational services, reflecting operational efficiency and client support in capital management.

Workflow Integration

  • Initiate trades directly from client view

  • Send documents for signature without leaving platform

  • Update planning goals & track progress

  • Schedule follow-ups & set reminders

The Transformation

  • Before Milemarker™
  • Client prep = 15 minutes of tab juggling

  • Client questions = “let me find that for you”

  • Advisor stress = maximum (12 open tabs)

  • Client confidence = undermined by fumbling

  • After Milemarker™
Milemarker™ logo featuring interconnected squares symbolizing unified investment solutions and seamless integration across diverse platforms.

Client prep

Orange circular icon featuring two horizontal white equal signs, representing balance and accuracy in revenue reporting for financial firms.

open one dashboard

Light bulb icon representing innovative solutions for financial revenue reporting and data management.

Client questions

Orange circular icon featuring two horizontal white equal signs, representing balance and accuracy in revenue reporting for financial firms.

immediate answers from unified view

Icon of a lightning bolt symbolizing efficiency and automation in integrated workflows for Milemarker™ Platform.

Advisor stress

Orange circular icon featuring two horizontal white equal signs, representing balance and accuracy in revenue reporting for financial firms.

minimized (zero tab switching)

Checkmark icon symbolizing accuracy and transparency in revenue reporting for financial firms.

Client confidence

Orange circular icon featuring two horizontal white equal signs, representing balance and accuracy in revenue reporting for financial firms.

enhanced by seamless expertise

Real Results

“I say all the time there this is not 2013 anymore. There are not a lot of gaps in the advisor tech stack. There’s too much tech. but this is one that sorely needs to be filled. ”

Picture of Michael Batnick

Michael Batnick

Managing Partner Ritholtz Wealth Management

Yellow clock icon representing efficiency in account opening processes, emphasizing speed and reduced manual data entry for Milemarker™ platform.

80%

reduction in information gathering time

Arrows pointing inward in a gradient of yellow, symbolizing streamlined workflows and unified client views for financial advisors at Milemarker™ Solutions.

Zero

context switching during client meetings

Shield icon with checkmark, symbolizing security and efficiency in account opening processes for Milemarker™ platform.

95%

improvement in advisor confidence during calls

Eye icon representing transparency and clarity in revenue reporting for financial firms.

Complete

client context available instantly

Built For

Modern Advisory

CRM Integration

Salesforce, Wealthbox, Redtail data flows into unified client view automatically.

Portfolio System Unification

Orion, Black Diamond, Addepar performance data combined in single dashboard.

Planning Software Connection

eMoney, MoneyGuidePro, RightCapital goal tracking integrated seamlessly.

Document Management

DocuSign, Box, SharePoint documents accessible from client context.

Communication History

Email, meeting notes, and client interactions unified in chronological view.

The Focus

Advantage

Eye icon representing visual management and workflow design for the Milemarker™ Platform.
Mental Clarity

Advisors focus on advice, not navigation. Complete context eliminates cognitive overhead.

Shield checkmark icon representing data integrity and validation for Milemarker™ Solutions' analytics platform.
Professional Confidence

No more “let me find that.” Every answer is immediately available from unified client view.

Time Efficiency

Zero time wasted switching systems. Complete client prep in minutes instead of quarters.

Bolt icon symbolizing data processing and integration for Milemarker™ Solutions.
User group icon representing collaboration and workflow management in the Milemarker™ Platform for integrated workflows.
Client Experience

Seamless expertise that builds trust and demonstrates professionalism.

Advanced

Features

Client account management interface displaying account details and processing DocuSign envelopes for financial advisory services.

Contextual Workflows

  • Trading actions launch from client performance view

  • Document signing initiated from client dashboard

  • Planning updates flow directly into goal tracking

  • Meeting scheduling integrated with client calendar

Advisor team profitability metrics, portfolio value vs. net amount invested chart, total portfolio value of $73,568,538 with a 4.54% increase, performance trend showing 15.2% and projected values for October and November 2025.

Intelligent Information Prioritization

  • System learns what advisors need most frequently

  • Important updates surface automatically

  • Action items prioritized by urgency & client tier

  • Customizable views based on advisor preferences

Dashboard interface displaying financial data, including portfolio values, revenue trends, and client information, emphasizing automated revenue reporting and advisor transparency.

Mobile Optimization

  • Complete client context available on any device

  • Touch-optimized interface for tablet & phone use

  • Offline access to critical client information

  • Synchronized updates across all devices

Dynamic alerts and task list interface showcasing client management features for service providers, emphasizing automated reporting and workflow standardization.

Team Collaboration

  • Shared client notes & communication history

  • Team task assignments & status tracking

  • Collaborative planning & goal management

  • Unified view across advisor teams

Powered By:
Built On:
Milemarker logo in white, representing a financial advisory business focused on serving, specializing, and scaling for growth.

Ready to End Tab Fatigue?

Calculate Focus ROI

Quantify the time and stress savings of eliminating tab switching.

See Unified Client View Demo

Watch advisors work with complete client context in one screen.

Book Advisor Strategy Call

30 minutes to design the unified experience your team needs.

Cog graphic representing streamlined data flow and automation for client onboarding processes in financial services.

Stop forcing advisors to be system administrators.

Exclamation mark icon indicating alerts for revenue reporting discrepancies and data validation challenges in financial management.

Stop letting technology complexity undermine advisory expertise.

Milemarker™ logo featuring interconnected squares symbolizing unified investment solutions and seamless integration across diverse platforms.

Stop accepting tab fatigue as normal.

Why This Matters

Every tab switch costs your advisor focus. Every “let me find that” costs your firm credibility.

Give your advisors the unified platform their expertise deserves.