The Connected Advisor 
The Rising Tide 
Transforming Data into Actionable Insights at SignatureFD
SignatureFD partnered with Milemarker to implement a centralized data warehouse integrated with their core systems, including Orion, Salesforce, and custodians. This solution included:
Insight Dashboard
A web-based interface, privately branded as “Insight,” providing advisors, board members, and other stakeholders with curated, real-time metrics tailored to their specific needs.
Seamless Integration
Single sign-on access through SignatureFD’s domain, ensuring a unified and secure user experience.
Automated Data Aggregation
Seamless consolidation of data across systems for instant access to critical insights.
Custom Reporting Tools
Insights on team-level performance, advisor book growth, and client behavior, all accessible on-demand.
