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Milemarker Announces Strategic Partnership and Dedicated Integration Support for Orion Clients

Milemarker (www.milemarker.co), a technology provider that helps advisors maximize their use of Orion Advisor Solutions and its Amazon Redshift initiative, has announced dedicated support for the platform. In addition to providing support for the API, Eclipse, and Amazon Redshift initiatives, Milemarker is focused on helping firms achieve success building applications on top of Orion. This move will help advisors make the most of all that Orion has to offer.

What is Data Normalization, and Why Does it Matter to You?

As a CEO, you likely have a lot of data at your disposal. After all, data is one of the most essential tools you have for making decisions about your company, how you serve your clients, and how you build your team. But have you ever stopped to think about how that data is organized? Is it easy to find what you're looking for? Or is it a jumbled mess?

How Amazon Redshift is Helping Financial Services Companies - 7 Key Facts

Recently, the Milemarker team was able to spend multiple days with the team at Amazon, who specializes in Redshift for Financial Services. This team...

Red Flags When Setting Up Your Firm's Integrations

The right technology can be a huge boon to financial advisors – automating processes, providing more insights and analytics, and giving clients a better...

Five Mistakes Advisory Firms Make With Data and Integrations

Wealth technology integrations and data management can be full-time job. With so many moving parts, it’s easy to make a mistake and jeopardize the...

What Financial Services Companies Need to Know About AWS

When it comes to the cloud, Amazon Web Services (AWS) is the clear market leader. According to Synergy Research Group, AWS accounted for more...

Solving Your Integration Problem is Now a Reality

Since you last heard from Milemarker we have been hard at work building connections with many of the tech partners you work with. Today,...

Modernizing Wealth Management’s Data Infrastructure with Kyle Van Pelt

Milemarker’s CEO, Kyle Van Pelt appeared on Mammoth’s Beyond the Ordinary recently. The market is flooded with financial data. Firms are sitting on goldmines...

Advisors Need to Get Their Software onto the Same Cloud

Video interview published by InvestmentNews: https://www.investmentnews.com/video/222501 Every advisory firm is unique, which means no software solution is totally turnkey. The best solution is a...

Milemarker Appoints Kyle Van Pelt As CEO

FOR IMMEDIATE RELEASE   Milemarker, Inc. March 17, 2022   Milemarker Appoints Kyle Van Pelt As CEO, Furthering Focus on Revolutionizing Integration, Data Warehousing...

Fintech Impact - Making Data Move Forward for Financial Services

Original appearance on Fintech Impact, hosted by Jason Pereira. Jason talks to Jud Mackrill, Co-Founder of Milemarker. Milemarker is a data solution company that...

The Big Promise: Can Digital Tools Really Change Advisors' Lives?

Recently Published in Financial Advisor, written by David Conti High Tech; High Touch In the 1980s, futurist and Megatrends author John Naisbitt predicted that business and...

The Genesis Of Financial Wellness And Beyond

This article is part of series featuring key comments from Kim Mackrill and Jud Mackrill on the future of financial advice. Written by David...

The Disturbing and Provocative Future of Financial Advice

Jud Mackrill leads a discussion with leaders from national RIA's, Raymond James and Mammoth. Rewatch this event by registering below. Welcome to Next Chapter...

Letter to Wealth Management Firms: Time to Drain Your Data Lake

Originally published by Craig Iskowitz “Every company will eventually be in the data business.” ― Thomas H. Davenport, Ph.D, author and AI researcher Businesses...

Binders Full of Data

TL;DR – Just having digital records, isn’t enough to make your data useful. Establishing a single source of truth is essential to your business...

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