Repertoire+ Milemarker Integration

Repertoire + Milemarker Integration | Own Your Data

Connect Repertoire and Milemarker to Streamline WealthTech Development and Data Operations

Set Up Your First Integration

Connect Repertoire, the advanced WealthTech development platform from Artisan Software, with Milemarker to enable dynamic system integrations, centralize client and investment data, and automate workflows across your custom-built wealth management solutions.

Milemarker allows you to seamlessly integrate Repertoire’s robust APIs and WealthTech architecture with your operational workflows—turning bespoke software solutions into connected, automated, and insight-driven ecosystems.

How It Works

Choose a Trigger

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

A client or advisor interaction captured via a Repertoire-based application

A portfolio update, allocation change, or financial goal modification
A document upload or workflow task completed within a custom Repertoire interface

Add Your Action

An Action is what Milemarker does in response—like:

Syncing structured data to your CRM, client portal, or analytics system

Triggering compliance tasks, alerts, or follow-up workflows
Notifying relevant teams when custom app events or milestones occur

You're Connected!

Once integrated, Milemarker enables two-way data flows and event-driven automation between Repertoire and your internal tech stack—empowering your firm to operate more efficiently while maintaining the flexibility of custom WealthTech solutions.

⚙️ Supported Data and Workflow Channels via Repertoire

- Client & Household Profiles
- Portfolio & Investment Allocation Data

- Custom Workflow Tasks and Events
- Interaction & Engagement Logs

Why Choose Milemarker?

Custom Workflow Ready

Perfect for firms leveraging bespoke solutions—maintains flexibility while adding automation

Real-Time Sync

Keep data flowing between Repertoire-built tools and the rest of your systems

No-Code Execution

Empower operations teams to manage integrations without dev involvement

Supercharge Your Custom WealthTech with Repertoire + Milemarker

If your firm uses Repertoire to build and manage tailored WealthTech solutions, Milemarker turns those tools into connected systems—driving automation, efficiency, and smarter operations at scale.

Let’s connect Repertoire and Milemarker today.