The Connected Advisor
- 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.
- 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
View Milemarkers
Other Products
Firm Intelligence
Sync
Desk
Investment Technology
Content Management System
