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

Today, we connect and warehouse data with Orion, Salesforce, Black Diamond, MoneyGuidePro, Addepar and many of the other usual suspects in the advisor technology space.

We also connect with other notable pieces of technology that you may use like Quickbooks, Airtable, Zendesk, WordPress and dozens of others.

In total we have over 50 connectors built and more are being added every day.

Solving your integration problem is now a reality.

By using Milemarker, our clients have:

  • Reduced their Quarter End payout process from weeks to hours.
  • Retired convoluted Excel spreadsheets that require hours of daily effort to maintain. 
  • Centralized all inbound communication and requests from advisors and clients to one place, reducing operational headaches and now they can track and measure responsiveness to clients.
  • Built their own unique portals, both for advisors and clients

Click here to solve these integration problems for your firm.

Everyone one of the clients who solved that integration problem above didn’t know where to start, but they knew they needed a solution.

There’s a saying here at Milemarker. Your data, your rules.

We’d love to help you start writing your own data rules to power your business.

Enjoy every mile.