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PKS Investments + Milemarker Integration Own Your Data

Connect PKS Investments and Milemarker to Streamline Data and Operations

Set Up Your First Integration

Quickly connect PKS Investments, a full-service investment and financial advisory firm, with Milemarker to centralize operational data, automate workflows, and enhance the client experience through seamless integration with your firm’s tech ecosystem.

Milemarker enables deep integration between PKS Investments’ client and advisory systems and your firm’s operations—so you can sync financial data, automate key workflows, and unify client relationship management in one streamlined platform.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

  • A new client engagement or portfolio update in PKS

 

  • A financial plan or investment review initiated

 

  • A new document or report uploaded to the PKS client portal

Add Your Action

An Action is what Milemarker does in response—like:

  • Syncing updated financial data or client profiles to your CRM

 

  • Updating task lists or workflows in internal project management tools

     

  • Notifying advisors when key client documents or reviews are completed

You're Connected!

With the integration live, Milemarker ensures all relevant PKS data is connected to your firm’s internal systems in real time—enabling proactive service, reduced manual work, and more efficient operations.

 

 

 

Supported Data and Workflow Channels via PKS

- Client and Household Profiles
- Portfolio Review Milestones

- Financial Plans and Reports
- Uploaded Documents and Communication Logs

Why Choose Milemarker?

Integrated Advisory Operations

Eliminate silos by connecting advisory tools to your entire operations stack

Proactive Client Service

Get real-time alerts and data updates to stay ahead of client needs

Secure & Scalable

Built for firms managing complex financial data at scale and No-code workflows

Power Smarter Advisory Workflows with PKS + Milemarker


If your firm uses PKS Investments to manage client portfolios and financial plans, Milemarker helps you turn that insight into action. Streamline data, automate workflows, and deliver world-class client service—without missing a beat.

Let’s connect PKS Investments and Milemarker today.
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