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  • Workflows

Where Workflows Actually Work

Milemarker modernizes and simplifies the workflow experience to give your firm scale, discipline and the experience to help your advisors regain their focus and efficiency.

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  • Workflows

The Benefits

Gain Clarity

Gain clarity over how work happens

digitize

Digitize your unique business rules & logic

Integrate

Integrate third-party technology into your workflows to speed up action, reduce errors & improve adoption

Isolate workflows

Isolate workflows based on office, user or scenario

Automate

Turn Workflows in to Automation in your Core Systems

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