Advisor Desktop

The Advisor Desktop. Without the Proprietary Platform.

Every advisor needs a unified desktop — one view of client data, portfolio, planning, compliance, and activity. The question is whether you get it by adopting a proprietary platform (and giving up your tools) or by unifying the data from your existing systems (and keeping everything). Milemarker does the latter.

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130+ systems connected · Custom-branded · AI built in · No vendor lock-in

The Real Problem

Proprietary Desktops Solve One Problem and Create Three More. You get one screen. You lose your tools, your data, and your flexibility.

Proprietary advisor desktop platforms offer a compelling promise: one unified view. But getting there typically means migrating your CRM to theirs, adjusting to their integrations, storing your data in their cloud, and paying their pricing forever. The unified view becomes a Trojan horse for total vendor dependency.

Milemarker takes the opposite approach. We connect to the tools you already use — 130+ integrations — and build the unified advisor view on top. Your tools stay. Your data stays in your Snowflake warehouse. Your flexibility stays. You just get the unified screen you actually needed.

What You Keep

One desktop. All your tools. No lock-in.

Milemarker unifies your data and builds the advisor desktop on top — without replacing a single tool in your stack.

Keep your CRM

Salesforce, Redtail, Wealthbox, or whatever CRM your advisors use — it stays. Milemarker pulls the data out and surfaces it in the unified advisor view. No migration.

Keep your custodian

Schwab, Fidelity, Pershing, or wherever your clients are held — Milemarker integrates with all major custodians. No custody migration required to get a unified view.

Custom to your firm (Experience Builder)

Experience Builder lets your team configure exactly what advisors see and how — your brand, your workflows, your data priorities — without writing a line of code.

AI built in (Navigator)

Navigator AI is embedded in the advisor desktop — ask plain English questions, get meeting prep summaries, surface insights — all running on your unified data.

Automation built in (Relay)

Milemarker Relay automation runs in the background — triggering workflows from the advisor desktop, updating systems when advisors take action, keeping everything in sync.

Firm-owned data (Snowflake)

All unified data lives in your own Snowflake warehouse — not in a vendor’s cloud, not commingled with other firms. You own it, you control it, you can export it anytime.

Common Questions

Advisor desktop software questions answered

How is this different from proprietary advisor desktop software?

Proprietary advisor desktops typically require you to use their CRM, their integrations, and their data model — creating lock-in from day one. Milemarker builds the advisor desktop on top of your existing systems. Your CRM stays. Your custodian stays. Milemarker unifies the data and builds the view on top without replacing anything.

Can advisors still use their individual tools?

Yes. Milemarker’s Advisor Console gives advisors a unified view across all their systems, but nothing gets replaced. Advisors who prefer working in their CRM directly can still do so — but now the data is consistent everywhere, and the unified view is available whenever they need it.

What does the advisor desktop look like?

The Advisor Console is built by Milemarker’s Experience Builder — fully customizable to your firm’s branding, workflows, and data priorities. It shows a unified client view with CRM data, portfolio performance, planning status, compliance activity, and recent interactions from all connected systems in real time.

How long does implementation take?

Most firms have advisors using the Advisor Console within weeks. The Data Engine connects to your existing systems via pre-built integrations — no custom development, no data migration. The Experience Builder lets your team configure the advisor view without engineering resources.