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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.

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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