- Milemarker™ Solutions
- I Want To
- Minimize Tab Fatigue
Stop Tab Juggling.
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.
- The Tab Fatigue Reality
Your Advisors Are Browser Athletes
9:30 AM client call coming up.
-
Tab 1: Orion(portfolio performance)
-
Tab 2: Email
(recent communications)
-
Tab 3: Salesforce
(client notes)
-
Tab 4: Trading Platform
(recent activity)
-
Tab 5: eMoney
(financial plan)
-
Tab 6: Billing System
(fee information)
-
Tab 7: DocuSign
(pending documents)
-
Tab 8: Calendar
(meeting history)
-
Tab 9: Schwab
(account details)
-
Tab 10: Planning Software
(goals tracking)
-
Tab 11: Box
(stored documents)
-
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
Unified Client View
Portfolio performance, planning status, recent communications, pending documents, account details—everything in one intelligent dashboard.
Contextual Data Assembly
System knows you’re looking at Mrs. Johnson. Automatically shows her performance, her plan, her recent activity, her documents.
Smart Information Hierarchy
Most important information surfaces first. Recent changes highlighted. Action items prioritized automatically.
Zero Context Switching
Complete client story in one view. No tabs. No systems. No hunting.
What Your Advisors Get
Smart Context Assembly
-
System assembles complete client picture automatically
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Recent changes & important updates highlighted
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Action items prioritized by urgency & importance
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Historical context available with one click
Single Client Dashboard
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Complete portfolio performance across all custodians
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Financial planning status & goal progress
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Recent communications & meeting history
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Pending documents & action items
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Account details & recent activity
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Fee information & billing status
real-Time Updates
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Performance data updates automatically
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Document status changes reflected immediately
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Communications logged & visible instantly
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Planning progress tracked in real time
Workflow Integration
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Initiate trades directly from client view
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Send documents for signature without leaving platform
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Update planning goals & track progress
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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™
Client prep
open one dashboard
Client questions
immediate answers from unified view
Advisor stress
minimized (zero tab switching)
Client confidence
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. ”
Michael Batnick
Managing Partner Ritholtz Wealth Management
80%
reduction in information gathering time
Zero
context switching during client meetings
95%
improvement in advisor confidence during calls
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
Mental Clarity
Advisors focus on advice, not navigation. Complete context eliminates cognitive overhead.
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.
Client Experience
Seamless expertise that builds trust and demonstrates professionalism.
Advanced
Features
Contextual Workflows
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Trading actions launch from client performance view
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Document signing initiated from client dashboard
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Planning updates flow directly into goal tracking
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Meeting scheduling integrated with client calendar
Intelligent Information Prioritization
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System learns what advisors need most frequently
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Important updates surface automatically
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Action items prioritized by urgency & client tier
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Customizable views based on advisor preferences
Mobile Optimization
-
Complete client context available on any device
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Touch-optimized interface for tablet & phone use
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Offline access to critical client information
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Synchronized updates across all devices
Team Collaboration
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Shared client notes & communication history
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Team task assignments & status tracking
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Collaborative planning & goal management
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Unified view across advisor teams
Ready to End Tab Fatigue?
Quantify the time and stress savings of eliminating tab switching.
Watch advisors work with complete client context in one screen.
30 minutes to design the unified experience your team needs.
Stop forcing advisors to be system administrators.
Stop letting technology complexity undermine advisory expertise.
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.