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  • YCharts

YCharts + Milemarker Integration | Own Your Data

Connect YCharts and Milemarker to Enhance Data-Driven Advisory Workflows

Lets Discuss Your Tech Stack
  • YCharts

Set Up Your First Integration

Connect YCharts, the powerful investment research and client communication platform, with Milemarker to automate portfolio insights, streamline reporting, and synchronize investment data across your advisory tech stack.

Milemarker integrates with YCharts to bring real-time investment research, model portfolios, and client-ready visuals directly into your firm’s workflows—automating data sync, triggering insights, and enhancing communication between advisors and clients.

  • YCharts

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

  • A new portfolio or model created or modified in YCharts

  • A report or chart shared with a client

  • Market data changes that impact tracked securities or models

Add Your Action

An Action is what Milemarker does in response—like:

  • Syncing portfolio data and visuals to your CRM or client portal

  • Updating investment dashboards and performance tracking tools

  • Notifying advisors of significant market or portfolio changes

You're Connected!

With the integration in place, Milemarker ensures that YCharts data flows seamlessly into your internal systems—reducing redundancy, enhancing client reporting, and helping your firm move at the speed of the market.

 

 

  • YCharts

⚙️ Supported Data and Workflow Channels via YCharts

- Model Portfolios and Holdings
- Securities Research and Market Data

- Client Reports and Chart Visuals
- Alerts, Watchlists, and Economic Indicators

  • YCharts

Why Choose Milemarker?

Advisor-Focused Automation

Built for firms who rely on data to drive client conversations

Seamless Communication

Power visual, research-backed client updates with less effort

Scalable Infrastructure

Designed for firms managing dozens to thousands of portfolios

Turn Insight into Action with YCharts + Milemarker


If your firm uses YCharts for investment research, performance tracking, or client reporting, Milemarker helps operationalize that insight—automating data flows, enhancing communication, and simplifying your tech stack.

Let’s connect YCharts and Milemarker today.