Milemarker Navigator
AI That Sees All Your Data
Ask anything about your clients, investments, and operations. Navigator runs AI across all 130+ connected systems in your data warehouse — not one tool at a time.
Milemarker Navigator
AI That Sees All Your Data
Ask anything about your clients, investments, and operations. Navigator runs AI across all 130+ connected systems in your data warehouse — not one tool at a time.
Milemarker Navigator
AI That Sees All Your Data
Ask anything about your clients, investments, and operations. Navigator runs AI across all 130+ connected systems in your data warehouse — not one tool at a time.
In Partnership With
Connect all your data with the power of Milemarker's Industry Leading data and advisor platform.
From Question to Answer in Seconds
Create Your Account
Email Address
Password
Get Started
Connect All Your Systems
Connect Your CRM, Custodians, Portfolio Accounting, Alternatives and More to Milemarker
Investments
Training
Client Behavior
+
Advisor Performance
Trained
Client Behavior
+
$250
Advisor Performance
$100
Live
Create & Train Your Agents
Customize your savings, investments, spendings and tracking.
Clients near retirement, 30%+ equities
Total CRE exposure, all accounts
Move account balance to short term FD
Move 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Add 50% of food budget, whenever you don’t order
Increase SIP from $500/month to $700/month
Move account balance to short term FD
Brief me on Fairway Fund Y by 2pm
Which portfolios drifted outside their target allocation this quarter?
Compare the tax efficiency of my top 10 model portfolios
Ask Questions Across Your Data
Learn and apply insight across all of your systems and data, instantly.
In Partnership With
Connect all your data with the power of Milemarker's Industry Leading data and advisor platform.
From Question to Answer in Seconds
Create Your Account
Email Address
Password
Get Started
Connect All Your Systems
Connect Your CRM, Custodians, Portfolio Accounting, Alternatives and More to Milemarker
Investments
Training
Client Behavior
+
Advisor Performance
Trained
Client Behavior
+
$250
Advisor Performance
$100
Live
Create & Train Your Agents
Customize your savings, investments, spendings and tracking.
Clients near retirement, 30%+ equities
Total CRE exposure, all accounts
Move account balance to short term FD
Move 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Add 50% of food budget, whenever you don’t order
Increase SIP from $500/month to $700/month
Move account balance to short term FD
Brief me on Fairway Fund Y by 2pm
Which portfolios drifted outside their target allocation this quarter?
Compare the tax efficiency of my top 10 model portfolios
Ask Questions Across Your Data
Learn and apply insight across all of your systems and data, instantly.
In Partnership With
Connect all your data with the power of Milemarker's Industry Leading data and advisor platform.
From Question to Answer in Seconds
Create Your Account
Email Address
Password
Get Started
Connect All Your Systems
Connect Your CRM, Custodians, Portfolio Accounting, Alternatives and More to Milemarker
Investments
Training
Client Behavior
+
Advisor Performance
Trained
Client Behavior
+
$250
Advisor Performance
$100
Live
Create & Train Your Agents
Customize your savings, investments, spendings and tracking.
Clients near retirement, 30%+ equities
Total CRE exposure, all accounts
Move account balance to short term FD
Move 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Add 50% of food budget, whenever you don’t order
Increase SIP from $500/month to $700/month
Move account balance to short term FD
Brief me on Fairway Fund Y by 2pm
Which portfolios drifted outside their target allocation this quarter?
Compare the tax efficiency of my top 10 model portfolios
Ask Questions Across Your Data
Learn and apply insight across all of your systems and data, instantly.
One AI Layer.
Every System Connected.
Portfolio Accounting
Connect your data from Addepar, Advyzon, Black Diamond, Orion and Direct Custodians
Fixed Weekly Save
Save $10 every Friday
Workflow AI
Track efficiency across all workflow requests
Compliance AI Agent
Review Key Items and Detect Potential Risks
Prospect AI Agent
Review details around potental customers based on CRM details
Fee Schedule AI
Proactively Review Advisory Fees based on the Advisory Agreement and Upcoming Forcasts
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
Fixed Weekly Save
Save $10 every Friday
Round-Up Rule
Round up every spend to the nearest $10/$20 and save the change
Systematic AI
Track RMDs and Distributions Across All Clients
Asset Management AI
Understand how your advisors are managing assets today.
Financial Planning AI
Analyze Plan Data at Scale
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
AI Agents Specific to Your Firm
Build, Train and Run AI Models based on your unique data and firm rules.
Search with Ease
Search by your specfic critera by text or voice (coming soon).
130+ Integrations
Query across all of your data and systems with our growing integrations.
AI Built on
Your Unified Data
CRM to Custodian in One Prompt
Query Salesforce, Schwab, Orion, and 130+ systems simultaneously — no exports, no data wrangling.
AI That Learns Your Business
Navigator understands your firm's data model, relationships, and context — it gets smarter the more you use it.
Your Data Never Leaves Your Warehouse
All AI processing happens inside your secure Snowflake environment. No data sent to third parties. No model training on your information.
Reports That Used to Take Weeks
Generate board decks, client reviews, compliance summaries, and custom analytics from natural language — across every system at once.
One AI Layer.
Every System Connected.
Portfolio Accounting
Connect your data from Addepar, Advyzon, Black Diamond, Orion and Direct Custodians
Fixed Weekly Save
Save $10 every Friday
Workflow AI
Track efficiency across all workflow requests
Compliance AI Agent
Review Key Items and Detect Potential Risks
Prospect AI Agent
Review details around potental customers based on CRM details
Fee Schedule AI
Proactively Review Advisory Fees based on the Advisory Agreement and Upcoming Forcasts
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
Fixed Weekly Save
Save $10 every Friday
Round-Up Rule
Round up every spend to the nearest $10/$20 and save the change
Systematic AI
Track RMDs and Distributions Across All Clients
Asset Management AI
Understand how your advisors are managing assets today.
Financial Planning AI
Analyze Plan Data at Scale
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
AI Agents Specific to Your Firm
Build, Train and Run AI Models based on your unique data and firm rules.
Search with Ease
Search by your specfic critera by text or voice (coming soon).
130+ Integrations
Query across all of your data and systems with our growing integrations.
AI Built on
Your Unified Data
CRM to Custodian in One Prompt
Query Salesforce, Schwab, Orion, and 130+ systems simultaneously — no exports, no data wrangling.
AI That Learns Your Business
Navigator understands your firm's data model, relationships, and context — it gets smarter the more you use it.
Your Data Never Leaves Your Warehouse
All AI processing happens inside your secure Snowflake environment. No data sent to third parties. No model training on your information.
Reports That Used to Take Weeks
Generate board decks, client reviews, compliance summaries, and custom analytics from natural language — across every system at once.
One AI Layer.
Every System Connected.
Portfolio Accounting
Connect your data from Addepar, Advyzon, Black Diamond, Orion and Direct Custodians
Fixed Weekly Save
Save $10 every Friday
Workflow AI
Track efficiency across all workflow requests
Compliance AI Agent
Review Key Items and Detect Potential Risks
Prospect AI Agent
Review details around potental customers based on CRM details
Fee Schedule AI
Proactively Review Advisory Fees based on the Advisory Agreement and Upcoming Forcasts
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
Fixed Weekly Save
Save $10 every Friday
Round-Up Rule
Round up every spend to the nearest $10/$20 and save the change
Systematic AI
Track RMDs and Distributions Across All Clients
Asset Management AI
Understand how your advisors are managing assets today.
Financial Planning AI
Analyze Plan Data at Scale
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
AI Agents Specific to Your Firm
Build, Train and Run AI Models based on your unique data and firm rules.
Search with Ease
Search by your specfic critera by text or voice (coming soon).
130+ Integrations
Query across all of your data and systems with our growing integrations.
AI Built on
Your Unified Data
CRM to Custodian in One Prompt
Query Salesforce, Schwab, Orion, and 130+ systems simultaneously — no exports, no data wrangling.
AI That Learns Your Business
Navigator understands your firm's data model, relationships, and context — it gets smarter the more you use it.
Your Data Never Leaves Your Warehouse
All AI processing happens inside your secure Snowflake environment. No data sent to third parties. No model training on your information.
Reports That Used to Take Weeks
Generate board decks, client reviews, compliance summaries, and custom analytics from natural language — across every system at once.
Advisors Are Already
Using AI on Their Data
Jason Pereira
Woodgate Financial
Every conference I’ve gone to for the last 15 years same complaint the quality of the data where it’s located how it’s siloed but Milemarker™ is working on something to help fix that for lots of RIAs.
Shannon Spotswood
RFG Advisory
And if you want to run a profitable business, the focus has to be on collaborating with the advisors on identifying and measuring clear goals. Milemarker™ makes all of this possible.
Mike Langford
FinServ Marketing
One of the biggest challenges facing financial firms today is true ownership of their data. Data about their clients, prospects, and their business is living in a variety of systems that don’t always talk to each other that well. That limits the firm’s ownership of the data and their ability to run their business effectively and serve their clients to the fullest. Jud and the Milemarker™ team, they’re on a mission to solve that problem.
Russ D'Argento
FINTRX
10 years ago, what people expected was very different. You had to run a search in a product, export the data into Excel, and try to do your own manipulation, sorting, and querying of that data. Milemarker™ is solving by cutting through all that.
Laura Hubbell, CFA®
SignatureFD
We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business.
Torie Happe
Holistiplan
Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry.
Lacey Shrum
SmartKX
As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.
Abby Salameh
What Milemarker™ does is beyond transformational for the businesses they partner with. Excited to see what is next.
Molly Pierce
Track That Advisor
Big fan of data and all Milemarker™ does.
Enterprise Security.
Zero Compromise.
Bank-Level Security Encryption
256-bit SSL secure environment
SOC 2 Certified
Global level security certifications
24/7 Threat Monitoring System
Always-on protection systems monitoring
Routine Security & Pen Testing
Security is trained, audited and monitored to keep your information secure.
The AI Solution for Wealth Management
Connect all of your data to world class AI and gain insight across all your clients, investments and advisors.
Frequently Asked Questions
Whether you're exploring AI for the first time or evaluating how Navigator fits your firm's security requirements, find what you need below.
What is Milemarker Navigator?
How is Navigator different from ChatGPT or other AI tools?
What can I actually do with Navigator?
Is my data secure?
What systems does Navigator connect to?
Enterprise Security.
Zero Compromise.
Bank-Level Security Encryption
256-bit SSL secure environment
SOC 2 Certified
Global level security certifications
24/7 Threat Monitoring System
Always-on protection systems monitoring
Routine Security & Pen Testing
Security is trained, audited and monitored to keep your information secure.
The AI Solution for Wealth Management
Connect all of your data to world class AI and gain insight across all your clients, investments and advisors.
Frequently Asked Questions
Whether you're exploring AI for the first time or evaluating how Navigator fits your firm's security requirements, find what you need below.
What is Milemarker Navigator?
How is Navigator different from ChatGPT or other AI tools?
What can I actually do with Navigator?
Is my data secure?
What systems does Navigator connect to?
Enterprise Security.
Zero Compromise.
Bank-Level Security Encryption
256-bit SSL secure environment
SOC 2 Certified
Global level security certifications
24/7 Threat Monitoring System
Always-on protection systems monitoring
Routine Security & Pen Testing
Security is trained, audited and monitored to keep your information secure.
The AI Solution for Wealth Management
Connect all of your data to world class AI and gain insight across all your clients, investments and advisors.
Frequently Asked Questions
Whether you're exploring AI for the first time or evaluating how Navigator fits your firm's security requirements, find what you need below.
What is Milemarker Navigator?
How is Navigator different from ChatGPT or other AI tools?
What can I actually do with Navigator?
Is my data secure?
What systems does Navigator connect to?
Empowering Advisors To Enjoy Every Mile.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Omaha & Portland.
Partners
Platform
Solutions
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
Empowering Advisors To Enjoy Every Mile.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Omaha & Portland.
Partners
Platform
Solutions
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
Empowering Advisors
To Enjoy Every Mile.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Omaha & Portland.
Partners
Platform
Solutions
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
Empowering Advisors To Enjoy Every Mile.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Omaha & Portland.
Partners
