Most “centralized platforms” want you to rip and replace your entire stack. Milemarker takes a different approach — we unify your data from 130+ systems into one Snowflake-native warehouse, then build the advisor experience on top. Your CRM stays. Your custodian stays. Your portfolio accounting stays. Everything just works together.
130+ integrations · Snowflake-native · SOC 2 Type II · No rip and replace
The average advisor uses 8–12 different systems every day. CRM for client data. Custodian portal for account info. Portfolio accounting for performance. Planning software for projections. Compliance tools for attestations. Billing for fees. Each one has its own login, its own data format, its own version of the truth.
The result? Advisors spend more time navigating systems than advising clients. The answer isn’t another system — it’s a layer that connects them all.
Milemarker unifies your data and builds the advisor experience on top — without touching your existing tech stack.
130+ systems normalized into one Snowflake-native warehouse. Every system speaks the same language. One source of truth across your entire firm.
One screen for client data, portfolio, planning, compliance, and activity — pulled from every system in real time. No tabs. No toggling. No copy-paste.
Ask Navigator plain English questions across all your unified data. “Which clients are near retirement with over 30% equities?” Answer in seconds, not hours.
Milemarker Relay triggers workflows across 400+ systems on real business events. No-code. Full audit trail. Runs automatically so your team doesn’t have to.
Experience Builder lets you create advisor and client portals tailored to your firm’s workflows, branding, and data priorities — without engineering resources.
Keep Salesforce, Orion, Schwab, eMoney, whatever you use. Milemarker connects them. Nothing gets replaced — everything gets connected.
Unify your data, eliminate toggling, and give advisors one experience — without replacing a single system in your stack.