140+Wealth management integrations

Your existing stack, finally connected.

Connect every CRM, custodian, portfolio system and planning tool your firm already uses. No custom development, no vendor lock-in.

139 wealth systems560 more business apps3 ways to connect

Custodians & clearing

Where the accounts live: positions, balances, transactions and money movement.

18
Altruist Altruist handles account opening, trading, portfolio management and billing automation for independent financial advisors. Milemarker connects to it and brings accounts, positions, holdings, transactions and performance into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Axos Clearing Axos Clearing handles cash management services, technology integration including API access and securities lending services for broker-dealers and hybrid RIAs. Milemarker connects to it and brings accounts, positions and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Fidelity Fidelity handles portfolio assessment, market insights, model portfolios and active ETFs for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings, transactions, performance and cost basis into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. First Clearing First Clearing handles technology platform, sophisticated investment strategies and personalized advice and planning support for wealth-management firms. Milemarker connects to it and brings accounts, positions, holdings and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. LPL Financial LPL Financial handles personalized investment advice, financial planning, sophisticated wealth management and insurance and tax planning for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Osaic Osaic handles support and community of service-driven professionals for financial professionals and institutions. Milemarker connects to it and brings accounts, positions and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Pershing Pershing handles custody and market access, wealth technology and investment solutions and managed accounts for wealth-management firms. Milemarker connects to it and brings accounts, positions, holdings and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Raymond James Raymond James handles wealth management, corporate & institutional services and advisor opportunities for wealth-management firms. Milemarker connects to it and brings accounts, positions, holdings and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Schwab Schwab handles account management, trading and rebalancing, security and risk management and client onboarding and support for registered investment advisors. Milemarker connects to it and brings accounts, positions, holdings, transactions, performance and cost basis into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. TradePMR TradePMR handles dedicated customer service team, tailored technological tools, no retail competition and high-touch service model for independent financial advisors and RIAs. Milemarker connects to it and brings accounts, positions and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. UMB UMB handles Banking-as-a-Service, cash management services, domestic & global custody and escrow agent services for wealth-management firms, banks and corporations. Milemarker connects to it and brings accounts, positions, holdings and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. United Planners United Planners handles transition support, succession planning, affiliation services and community support for financial advisors. Milemarker connects to it and brings accounts, positions and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Vanguard Vanguard handles portfolio diagnostics, custom reporting and action plan creation for wealth management firms. Milemarker connects to it and brings accounts, positions and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. SEI SEI handles simplifies complexities of financial services and accelerates growth for Wealth-Management firms. Milemarker connects to it and brings accounts, positions, holdings, transactions and performance into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Interactive Brokers Interactive Brokers handles client asset management, trade execution across global markets, compliance and risk management and integrated client management tools for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings, transactions and performance into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Apex Clearing Apex Clearing handles real-time financial operations, cloud infrastructure and APIs and SDKs for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. RBC Correspondent Services RBC Correspondent Services handles clearing services, custody services, client engagement platforms and customization and support for wealth-management firms. Milemarker connects to it and brings accounts, positions, holdings and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. National Financial Services National Financial Services handles expert insights, actionable strategies, customized consulting and technology integration for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings, transactions and cost basis into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

CRM

Households, contacts, activities and the relationship history behind them.

16
HubSpot HubSpot handles marketing automation, sales automation, customer service tools and AI-driven insights for wealth management firms. Milemarker connects to it and brings contacts, activities, opportunities, companies and deals into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Keap Keap handles marketing automation, sales automation, email marketing and text marketing for wealth-management firms. Milemarker connects to it and brings contacts, activities, opportunities and tags into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Microsoft Dynamics Microsoft Dynamics handles CCaaS, AI-Powered insights and customizable sales and service agents for wealth management firms. Milemarker connects to it and brings accounts, contacts, activities and opportunities into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Practifi Practifi handles AI-Native CRM with sentir, configurable CRM with naya, enterprise-grade security and deep expertise and support for wealth management firms. Milemarker connects to it and brings accounts, households, contacts, activities and opportunities into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. PreciseFP PreciseFP handles AI-powered form creation, real-time data gathering, customizable engagement templates and KYC compliance assistance for wealth management firms. Milemarker connects to it and brings contacts, client profiles and financial data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Redtail Redtail handles client data management, task automation, compliance management and document management for financial advisors. Milemarker connects to it and brings accounts, households, contacts, activities and notes into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Salesforce Salesforce handles agent collaboration, data management, workflow automation and AI integration for wealth-management firms. Milemarker connects to it and brings accounts, contacts, activities, opportunities and custom objects into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Salesforce FSC Salesforce FSC handles customer relationship management, data unification, process automation and AI-driven insights for wealth management firms. Milemarker connects to it and brings households, contacts, activities, opportunities and financial accounts into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Salesforce Sales Cloud Salesforce Sales Cloud is used to automate repetitive tasks for wealth management firms. Milemarker connects to it and brings accounts, contacts, activities, opportunities and leads into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Wealthbox Wealthbox handles client management, workflow automation, pipeline tracking and email and calendar integration for wealth management firms. Milemarker connects to it and brings accounts, households, contacts, activities, tasks and notes into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Zoho Zoho handles lead qualification, email drafting and remote support for wealth-management firms. Milemarker connects to it and brings accounts, contacts, activities and deals into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Junxure Junxure handles client management, data integration, workflow automation and performance tracking for wealth management firms. Milemarker connects to it and brings accounts, contacts, activities, tasks and notes into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Salentica Salentica handles streamline prospecting and onboarding, centralized contact management and visualize sales pipeline for wealth management firms. Milemarker connects to it and brings accounts, households, contacts and activities into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. AdvisorEngine CRM AdvisorEngine CRM handles digital onboarding, portfolio management tools, investment management and client portal for wealth management firms. Milemarker connects to it and brings accounts, households, contacts and activities into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. CAIS CAIS is used to connect financial advisors with alternative asset managers for Wealth-Management firms. Milemarker connects to it and brings accounts, holdings, alternative investments and subscriptions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. SmartOffice SmartOffice handles enrollment, eligibility, policy administration and billing for wealth-management firms. Milemarker connects to it and brings accounts, contacts, activities and policies into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

Portfolio & reporting

Performance, holdings, models and rebalancing from the systems that run the book.

18
Addepar Addepar handles data unification, AI-powered workflows, operational efficiency and portfolio management for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings, transactions, performance and entities into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Advyzon Advyzon handles custom billing, client communication and automated scheduling for RIAs, broker-dealers and family offices. Milemarker connects to it and brings accounts, positions, transactions, performance and contacts into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Black Diamond Black Diamond handles portfolio accounting, trust and retirement services, investment management and Advisor-Client communications for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings, transactions and performance into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Envestnet Envestnet handles proposal and risk management, prospecting tools, estate and legacy planning and direct indexing for wealth-management firms, RIAs and financial institutions. Milemarker connects to it and brings accounts, positions, transactions, performance and models into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Nitrogen Nitrogen handles portfolio alignment, search securities, model portfolio scenarios and performance data visualization for financial advisors. Milemarker connects to it and brings accounts, contacts, risk scores and portfolios into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Orion API Orion API handles portfolio accounting, Orion API integration, trading and financial planning for RIAs, broker-dealers and banks. Milemarker connects to it and brings accounts, positions, holdings, transactions, performance and contacts into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Orion Redshift Orion Redshift handles portfolio accounting, Orion Redshift integration, trading and financial planning for RIAs, broker-dealers and banks. Milemarker connects to it and brings accounts, positions, holdings, transactions, performance and billing into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Orion SFTP Orion SFTP handles portfolio accounting, Orion SFTP integration, trading and financial planning for RIAs, broker-dealers and banks. Milemarker connects to it and brings accounts, positions, transactions and performance into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Pontera Pontera handles holistic planning, client account guidance, operational efficiency and asset allocation optimization for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings and transactions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. SmartX SmartX handles portfolio management, fee management, performance tracking and automated trading for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings, transactions and models into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Tamarac Tamarac handles reporting automation, portfolio rebalancing, trading execution and customer relationship management CRM for registered investment advisors. Milemarker connects to it and brings accounts, positions, holdings, transactions, performance and contacts into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Vestmark Vestmark handles portfolio management and trading, investment advisory, advisor enablement and flexible integration for Broker-Dealers, banks and RIAs. Milemarker connects to it and brings accounts, positions, holdings, performance and models into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Morningstar Office Morningstar Office handles portfolio tracking, investment research, market analysis and risk assessment for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings, transactions and performance into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Kwanti Kwanti is used to track performance across client accounts and generate branded proposals for financial advisors. Milemarker connects to it and brings portfolios, risk metrics, analytics and proposals into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Adhesion Wealth Adhesion Wealth handles outsourced trading, portfolio construction, manager selection and tax management services for registered investment advisors. Milemarker connects to it and brings accounts, positions, holdings, transactions and models into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. iRebal iRebal handles rule-based rebalancing, tax-aware household-level rebalancing, dynamic tax-loss harvesting and extensive cash management for independent investment advisors. Milemarker connects to it and brings accounts, positions, models and rebalancing activity into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Broadridge Broadridge handles governance & regulatory compliance, customer communications, data analytics & intelligence and consulting for wealth management firms. Milemarker connects to it and brings accounts, transactions, statements and investor communications into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Archer Archer handles simplify distribution of personalized portfolios, connectivity, full outsourcing support and launch new investment products quickly for asset and wealth managers. Milemarker connects to it and brings accounts, positions, holdings, transactions and performance into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

Financial planning

Plans, goals and projections, joined to the real accounts behind them.

10
eMoney eMoney handles monte carlo analysis, account aggregation, client portal and decision center for wealth management firms. Milemarker connects to it and brings households, contacts, goals, financial accounts and financial plans into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Holistiplan Holistiplan handles tax planning, insurance planning and estate planning for wealth management firms. Milemarker connects to it and brings contacts, tax data, tax analysis and client profiles into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. MoneyGuide MoneyGuide handles interactive goals-based planning, holistic stress testing, retirement cash flow mapping and advanced estate strategies for wealth management firms. Milemarker connects to it and brings households, contacts, goals and financial plans into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. RightCapital RightCapital handles interactive retirement planning, smart tax planning, insurance needs review and risk tolerance assessment for wealth management firms. Milemarker connects to it and brings households, contacts, goals, financial plans and financial accounts into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Income Lab Income Lab handles retirement distribution planning, tax planning, social security optimization and roth conversion analysis for wealth management firms. Milemarker connects to it and brings contacts, goals, retirement plans and income strategies into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Orion Planning Orion Planning handles hybrid goals-based and cash-flow planning and dynamic and customizable planning experiences for advisor firms including RIAs, broker-dealer affiliates and solo independents. Milemarker connects to it and brings households, contacts, goals and financial plans into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. fpPathfinder fpPathfinder handles access and utilize interactive checklists for wealth management firms. Milemarker connects to it and brings contacts, planning checklists and client notes into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Asset-Map Asset-Map handles visual planning, risk assessment, client reporting and data integration for wealth management firms. Milemarker connects to it and brings households, contacts, financial accounts and client profiles into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Covisum Covisum handles social security claiming strategy comparison, tax efficiency visualization, income and withdrawal strategy coordination and portfolio risk analysis for financial advisors. Milemarker connects to it and brings contacts, social security analysis, tax planning and risk data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Conquest Planning Conquest Planning handles behavioral finance coaching with lydia, deterministic engine and firm-wide analytics for wealth management firms. Milemarker connects to it and brings contacts, goals, financial plans and strategies into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

Billing & finance

Fees, invoices, payroll and the general ledger.

8
ADP ADP handles payroll processing, benefits administration, professional employer organization PEO services and time & attendance tracking for small to large businesses. Milemarker connects to it and brings employees, payroll, benefits and hr data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. AdvicePay AdvicePay handles invoicing and billing management, payment processing, eSignature integration and workflow automation for wealth management firms. Milemarker connects to it and brings contacts, payments, fee agreements and billing records into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Oracle NetSuite Oracle NetSuite handles AI integration, data unification, financial management and inventory management for wealth-management firms. Milemarker connects to it and brings payments, invoices, gl entries and financial reports into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. QuickBooks QuickBooks is used to automate bookkeeping tasks, send invoices, track expenses and run reports for wealth-management firms. Milemarker connects to it and brings accounts, payments, invoices, expenses and financial reports into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Sage Intacct Sage Intacct handles AI-powered accounting, multi-entity accounting, automation of AP processes and real-time visibility for wealth-management firms and financial teams. Milemarker connects to it and brings payments, invoices, gl entries and multi-entity reports into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. BillFin BillFin handles calculate flat tiered and banded AUM fees and self-service onboarding for wealth-management firms. Milemarker connects to it and brings invoices, fee billing, fee schedules and aum data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Bill.com Bill.com handles accounts receivable, accounts payable, spend & expense management and business credit for wealth-management firms and accounting firms. Milemarker connects to it and brings payments, invoices, vendors and ap/ar data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Stripe Stripe handles accept payments globally, financial services, implement custom revenue models and embed payments in platforms for wealth-management firms. Milemarker connects to it and brings transactions, payments, invoices and subscriptions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

Market data

Prices, reference data and research to enrich every position.

6
FactSet FactSet handles data-driven investment research, portfolio analytics, AI integration and client portfolio management for wealth management firms. Milemarker connects to it and brings market data, security data, fundamentals and analytics into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Morningstar Morningstar handles portfolio tracking, investment research, market analysis and risk assessment for wealth management firms. Milemarker connects to it and brings fund data, ratings, performance data and security analytics into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. S&P Global S&P Global handles market intelligence, ratings, energy analysis and data & artificial intelligence for wealth management firms. Milemarker connects to it and brings market data, credit ratings, benchmarks and financial analytics into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. YCharts YCharts handles AI-powered workflows, custom proposals, portfolio analytics and client management tools for wealth management firms. Milemarker connects to it and brings market data, chart data, financial metrics and fund data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Bloomberg Bloomberg handles real-time market data, news analysis, investment insights and trend tracking for wealth management firms. Milemarker connects to it and brings market data, pricing, benchmarks, financial analytics and news into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Refinitiv Refinitiv handles data & feeds, AI-powered analytics, workflows and customer consulting for wealth-management firms. Milemarker connects to it and brings market data, pricing, fixed income data, financial news and analytics into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

Documents & e-signature

Paperwork, storage and signatures tied to the right client and account.

8
Box Box handles intelligent content management, secure collaboration, AI insights and automated document processing for wealth-management firms. Milemarker connects to it and brings documents, folders, files and metadata into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. DocuSign DocuSign is used to send and sign documents electronically, analyze agreements using AI and automate workflow processes for wealth management firms. Milemarker connects to it and brings documents, envelopes, signatures and agreement status into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Docupace Docupace handles account management, integration, reporting and Real-Time insights for wealth management firms. Milemarker connects to it and brings documents, account paperwork, onboarding records and workflow status into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Egnyte Egnyte handles AI-powered content collaboration, integrated governance, automation of workflows and customizable AI agents for Wealth-Management firms. Milemarker connects to it and brings documents, folders, files and permissions into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. SharePoint SharePoint handles securely collaborate for B2B integration for wealth-management firms. Milemarker connects to it and brings documents, files, folders and metadata into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. LaserApp LaserApp handles over 70 integrations, access, e-Signature ready and mobile access for wealth management firms. Milemarker connects to it and brings contacts, documents, account data and forms into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Laserfiche Laserfiche handles document management, process automation, AI-Powered insights and integrations for wealth management firms. Milemarker drives it from data your firm owns and governs — one source behind every tool, rather than another copy of your book in another vendor's system. PandaDoc PandaDoc is used to create custom agreements, collaborate in real-time, automate workflows and capture signatures for wealth management firms. Milemarker connects to it and brings documents, signatures, contracts and proposals into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

Productivity & marketing

Tasks, tickets, scheduling, email and the marketing stack.

11
Asana Asana handles project management, workflow automation, AI teammates and compliance management for enterprise teams. Milemarker drives it from data your firm owns and governs — one source behind every tool, rather than another copy of your book in another vendor's system. Calendly Calendly handles AI-powered scheduling assistant, automated meeting recaps, flexible payment tools and meeting templates for wealth-management firms. Milemarker connects to it and brings contacts, activities, meetings and events into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Monday.com Monday.com handles AI agents, custom agent creation, project tracking and risk assessment using AI and automated reporting and analytics for wealth-management firms. Milemarker drives it from data your firm owns and governs — one source behind every tool, rather than another copy of your book in another vendor's system. Zendesk Zendesk handles automated request handling, multi-channel support email chat phone social and integration with existing systems for wealth management firms. Milemarker drives it from data your firm owns and governs — one source behind every tool, rather than another copy of your book in another vendor's system. Google Analytics Google Analytics handles traffic analysis, user behavior tracking, reporting and data visualization for businesses. Milemarker connects to it and brings web traffic, events, conversions and audience data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Mailchimp Mailchimp handles email marketing, SMS marketing, marketing automation and analytics and reporting for wealth management firms. Milemarker connects to it and brings contacts, email campaigns, engagement data and subscribers into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. SendGrid SendGrid handles high-volume email delivery, email campaign management, AI assistance and integration support with partners for wealth management firms. Milemarker drives it from data your firm owns and governs — one source behind every tool, rather than another copy of your book in another vendor's system. Twilio Twilio handles intelligent self-service, contextual hand-off, cross-channel continuity and persistent memory for wealth management professionals. Milemarker drives it from data your firm owns and governs — one source behind every tool, rather than another copy of your book in another vendor's system. FMG Suite FMG Suite handles email marketing, social media management, event management and website modernization for financial professionals and wealth-management firms. Milemarker connects to it and brings contacts, email campaigns, engagement data and website activity into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Snappy Kraken Snappy Kraken handles marketing automation, websites, text messaging and campaign management for wealth management firms. Milemarker connects to it and brings contacts, campaigns and engagement data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. AdvisorStream AdvisorStream handles omnichannel marketing integration, AI-powered insights, automated content management and lead optimized landing pages for wealth management firms. Milemarker connects to it and brings contacts, content activity and engagement data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

AI & meeting notes

Notetakers and assistants whose output lands on the client record.

7
Fireflies AI Fireflies AI handles transcription, summarization, real-time search and meeting analytics for businesses. Milemarker connects to it and brings activities, meeting transcripts, action items and meeting notes into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Jump Jump is the AI meeting assistant for financial advisors, handling meeting prep, notes, follow-up and CRM updates. Milemarker connects to it read-only and brings meetings, transcripts, notes, tasks, meeting prep, scorecards and signals into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Zeplyn Zeplyn handles meeting intelligence with structured notes, workflow automation, task delegation and client engagement for wealth management firms. Milemarker connects to it and brings activities, meeting summaries, crm notes and action items into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Zocks Zocks is used to automate meeting notes, automatically fills out forms, writes email replies and live meeting analysis for wealth management firms. Milemarker connects to it and brings activities, meeting notes, action items and client data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Otter.ai Otter.ai handles automated AI meeting summaries, real-time transcription, live speaker recognition and action item automation for wealth-management firms. Milemarker connects to it and brings activities, meeting transcripts, summaries and action items into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Grain Grain handles universal meeting capture, enriched transcripts, AI agent integrations and team collaboration for Wealth-Management firms. Milemarker connects to it and brings activities, meeting recordings, highlights and notes into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Microsoft Copilot Microsoft Copilot handles generative AI assistance across microsoft 365 apps and enterprise-grade security and privacy for wealth-management firms and other businesses. Milemarker connects to it and brings activities, documents, meeting summaries and action items into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

Cloud & data platforms

Warehouses, clouds and BI tools that read the same governed data.

5
AWS AWS handles industry-leading security, global infrastructure, data management and AI and machine learning integration for wealth-management firms. Milemarker connects to it and brings data files, events and storage objects into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Microsoft Azure Microsoft Azure handles AI-powered integrations, enterprise-grade security and deep azure connectivity for wealth management firms. Milemarker connects to it and brings data files, events and storage objects into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Power BI Power BI is used to create rich interactive reports and connect for wealth-management firms and enterprises. Milemarker connects to it and brings reports, dashboards and data queries into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Snowflake Snowflake handles agentic AI, end-to-end development acceleration, unified data and AI platform and cross-cloud ecosystem integration for wealth-management firms. Milemarker connects to it and brings accounts, positions, transactions, performance, contacts and all financial data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Google Cloud Google Cloud handles AI and machine learning, data analytics, compute services and database management for wealth-management firms. Milemarker connects to it and brings data files, bigquery datasets and storage objects into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

Compliance

Archiving, surveillance and the books and records behind an exam.

6
Orion Compliance Orion Compliance handles employee oversight, firm oversight, client oversight and real-time audit trails for registered investment advisors and broker-dealers. Milemarker connects to it and brings compliance alerts, surveillance data and regulatory records into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. RIA in a Box RIA in a Box handles compliance calendar & log, IAR and rep registration, communications archiving and native iMessage and WhatsApp capture for registered investment advisers. Milemarker connects to it and brings policies, compliance records, review documents and regulatory data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. ComplySci ComplySci is used to automate day-to-day compliance activities for RIAs, wealth managers and broker dealers. Milemarker connects to it and brings compliance records, trade monitoring, employee data and regulatory reports into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Smarsh Smarsh is used to capture communications data for wealth management firms. Milemarker connects to it and brings communications archives, compliance records and surveillance data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Global Relay Global Relay handles compliant messaging across various channels, high-performance data connectors and integrated surveillance for wealth-management firms. Milemarker connects to it and brings communications archives, compliance records and surveillance data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. NorthStar Compliance NorthStar Compliance handles legal advice, compliance strategy, recruitment support and business consulting for wealth-management firms. Milemarker connects to it and brings compliance records, registration data and regulatory filings into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

Insurance & annuities

Applications, illustrations and in-force policy data.

6
iPipeline iPipeline handles end-to-end software, automation of workflows, data integration and quote for life insurance carriers, broker-dealers and RIAs. Milemarker connects to it and brings policies, illustrations, applications and insurance holdings into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. FireLight FireLight handles handcrafted designs, customizable options, unique patented products and tablelight and taper candle variants for wealth-management firms and luxury retail. Milemarker connects to it and brings policies, applications, product data and application status into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. DPL Financial Partners DPL Financial Partners handles marketplace, tools, educational resources on annuities and collaboration with technology providers for individual investors. Milemarker connects to it and brings policies, insurance holdings and product data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Hexure Hexure handles sales automation, sales process simplification, multi-line product support and centralized form distribution for insurance and financial services firms. Milemarker connects to it and brings policies, applications, sales data and product data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. C Cannex Cannex handles comparative quotes and illustrations, integration with third-party applications and historical and current quote data for distributors and service providers. Milemarker connects to it and brings annuity data, product rates, bank product data and comparisons into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Zinnia Zinnia handles product design acceleration, modern distribution hub, digital order entry and servicing and integration with legacy systems for wealth-management firms. Milemarker connects to it and brings policies, policy administration, insurance holdings and product data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

Aggregation

Held-away accounts and outside assets, brought into the household view.

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Plaid Plaid handles bank payments, credit scoring & underwriting, fraud protection and instant onboarding for wealth management firms. Milemarker connects to it and brings transactions, balances, bank accounts and identity data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Yodlee Yodlee is used to capture assets with greater visibility into client data for financial institutions. Milemarker connects to it and brings transactions, balances, bank accounts, investment accounts and liabilities into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. MX MX handles financial AI assistant, financial insights, customer analytics and account aggregation for wealth-management firms. Milemarker connects to it and brings transactions, balances, bank accounts and financial accounts into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Quovo Milemarker connects to Quovo and brings transactions, balances, investment accounts and bank accounts into one data layer, with data your firm owns. Existing Quovo connections continue to flow data into the warehouse. Envestnet Data Envestnet Data handles proposal and risk management, prospecting tools, estate and legacy planning and direct indexing for wealth-management firms, RIAs and financial institutions. Milemarker connects to it and brings transactions, balances, financial accounts, analytics and aggregated data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Wealth Access Wealth Access handles data unification, connected intelligence, AI readiness and rapid deployment for wealth-management firms and financial institutions. Milemarker connects to it and brings accounts, client portal data, aggregated accounts and reports into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. CircleBlack CircleBlack handles custodian & Held-Away data aggregation, customer relationship management, portfolio reporting and document management for wealth management firms. Milemarker connects to it and brings accounts, holdings, performance, client reports and portfolio data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Blueleaf Blueleaf handles client engagement system, interactive investment reporting, automated wealth management billing and portfolio rebalancing for wealth management firms. Milemarker connects to it and brings accounts, holdings, performance and client reports into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. AssetBook AssetBook handles customizable performance reporting, dynamic firm-level dashboard and client engagement through interactive tools for wealth management firms. Milemarker connects to it and brings accounts, positions, transactions, performance and client reports into one data layer, with data your firm owns — not a copy that lives inside someone else's platform.

More wealth tools

Specialist tools across operations, research and reference data.

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Xero Xero is used to automate tasks with AI and create invoices and quotes via text for small businesses and accountants. Milemarker connects to it and brings accounts, payments, invoices, expenses and financial reports into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. OpenFIGI OpenFIGI handles identifying financial instruments, mapping financial data, requesting datasets and flexible API access for wealth management firms. Milemarker connects to it and brings figi identifiers, security mapping, instrument data and asset classification into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. FI360 FI360 handles investment & account evaluation tools, data & analytics and fiduciary training & certification for wealth-management firms, RIAs and broker-dealers. Milemarker connects to it and brings fund scores, due diligence data, fee analysis, fiduciary ratings and investment research into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. AdvisorBOB Milemarker connects to AdvisorBOB and brings advisor data, client relationships, book of business, aum attribution and practice data into one data layer, with data your firm owns. Client and relationship records become part of one governed layer rather than another silo your team reconciles by hand. JPass JPass handles account management, integration, reporting and Real-Time insights for wealth management firms. Milemarker connects to it and brings document status, workflow events, form submissions, onboarding data and process records into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Contio Milemarker connects to Contio and brings accounts, financial data, portfolio data and reporting data into one data layer, with data your firm owns. That data stops living only inside Contio and becomes something your firm can combine with the rest of its stack under one set of rules. Definiti Definiti handles pension administration services, defined benefit plan management, defined contribution plan design and recordkeeping for employers. Milemarker connects to it and brings plan participants, contributions, distributions, plan assets and benefit data into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. B Brightlight Milemarker connects to Brightlight and brings accounts, positions, transactions, portfolio data and performance data into one data layer, with data your firm owns. That data stops living only inside Brightlight and becomes something your firm can join to custodial feeds, planning, billing and CRM under one set of rules. C Cybersyn Milemarker connects to Cybersyn and brings economic indicators, consumer trends, geographic data, market data and public datasets into one data layer, with data your firm owns. That data stops living only inside Cybersyn and becomes something your firm can combine with the rest of its stack under one set of rules. Fi-Tek Fi-Tek handles investor accounting, global family office technology and cloud services for wealth management firms. Milemarker connects to it and brings positions, transactions, account data, fee billing and operational reports into one data layer, with data your firm owns — not a copy that lives inside someone else's platform. Core RIA Solutions Milemarker connects to Core RIA Solutions and brings accounts, positions, client data, operational reports and ria data into one data layer, with data your firm owns. That data stops living only inside Core RIA Solutions and becomes something your firm can join to custodial feeds, planning, billing and CRM under one set of rules.

Team collaboration

Where your team already talks and tracks work.

3

Every other app

Hundreds more business apps, ready to connect when your firm runs them.

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100ms 100ms handles real-time video calls, interactive live streaming and custom audio and video processing for B2B. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. 7shifts 7shifts handles hire and train for restaurants. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. ActiveCampaign ActiveCampaign handles autonomous marketing, email marketing and WhatsApp automation for businesses. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Acuity Scheduling Acuity Scheduling handles book appointments, take payments and automate scheduling for B2B and B2C businesses. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Adobe Commerce (Magento) Adobe Commerce (Magento) handles AI-driven commerce, digital storefront experiences and personalized commerce experiences for B2B and B2C businesses. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. AgileCRM AgileCRM handles sales automation, marketing automation and customer service for B2B companies. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Aha Aha handles strategic goals, product discovery and idea management for product teams and managers. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Airbyte Airbyte is used to connect and build context for B2B enterprises. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Aircall Aircall handles AI assistants provide real-time guidance and suggested responses and live transcription and sentiment analysis for businesses. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Airtable Airtable handles AI-powered workflows, no-code app building and integration with leading AI models for businesses and teams. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Akeneo Akeneo handles data onboarding and management, product information management and digital asset management for mid-market, enterprise brands and manufacturers. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Algolia Algolia handles API integration, search benefits and scalability for businesses. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Alpaca Broker API Alpaca Broker API handles trade algorithms, building financial applications and embedding investing services for developers. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Alpha Vantage Alpha Vantage handles realtime financial market data, historical financial data and support for developers seeking financial market data. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Amazon Ads Amazon Ads handles sponsored ads, display ads and video ads for B2B advertisers. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Amazon Seller Partner Amazon Seller Partner handles cash back on sales, advertising credits and fulfillment savings for independent sellers. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Amazon SQS Amazon SQS is used to send store and receive messages for developers and businesses using microservices. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Amplitude Amplitude handles product analytics, AI feedback and marketing analytics for B2B teams. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Apify Dataset Apify Dataset handles find and run relevant actors quickly and extract data from various platforms e.g TikTok google maps instagram facebook for businesses requiring web data collection and integration. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Appcues Appcues is used to publish in-app messages surveys offers and guides and build and launch experiences for B2B companies seeking to enhance user onboarding and engagement. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Appfigures Appfigures is used to track downloads revenue and ratings with daily accuracy and analyze competitors and discover growth opportunities for app developers, game developers and market analysts. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. Appfollow Milemarker connects to Appfollow and brings what it holds into one data layer, with data your firm owns. We stand up and run the connection for you, syncing Appfollow data into your firm’s governed data with no infrastructure to maintain. Apple Ads Apple Ads handles promote brands on popular apple platforms and high visibility ads with proven conversion rates for businesses looking to advertise. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own. AppsFlyer AppsFlyer handles measurement suite, deep linking suite and data collaboration suite for brands. If your firm runs it, Milemarker brings that data into an environment you own and govern — held alongside your custodial, CRM and planning data rather than in a silo of its own.

How it connectsThree paths in

However a system sends data, it lands in one place.

Every connection ends in the same governed data environment your firm owns, normalized into one model, whichever way the data arrives.

01

Real-time API

Direct API connections keep data in sync with supported platforms as it changes.

02

SFTP transfer

Secure file transfers for batch data, processed on a schedule. How most custodians deliver.

03

Data share

Direct database connections through AWS Redshift or Snowflake data sharing. No files at all.

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