Milemarker Platform Management System
Your Firm's Central Organizational System
One of the unique solutions that Milemarker delivers for firms is the Milemarker Platform Management System. This system deploys on your domain and serves as your central organizational application. It is able to centralize all of your advisors under one roof and can connect to multiple systems – all while normalizing that data in a secure controlled database.
Scaling Our Success
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.
Connect
Connect your core data under one roof based on your unique priorities.
- Portfolio Accounting Data
- CRM Data
- Workflow Information
- Unique Firm Branding
Curate
Your business has unique rules, structures and processes. Gain the system that will help you manage everything with scale and success.
- Manage Advisor Rules
- Manage Fee Schedules
- Organize Model, SMA and Alternative Data
- Control Your Application Experience
Deploy
Use your Platform Management System to deploy clean and powerful experiences that serve your advisors and clients with excellence.
- Modern Login Management
- Dual Factor Authentication
- Organizational Flexibility
- Deploy Powerful, Time-saving Workflows
