Milemarker normalizes and structures data across acquiring and acquired firms so you can unify billing, performance, and reporting in weeks.
Where integration breaks
Acquired data arrives in different formats, custodians, and naming conventions. Every reconciliation cycle compounds the gap.
Acquired billing structures do not map cleanly to yours. The result is manual cleanup, billing errors, and client confusion at the worst possible moment.
Siloed systems mean siloed reporting. Client retention depends on a seamless handoff. Fragmented reporting makes that harder.
The Milemarker approach
Milemarker normalizes feeds across custodians, account types, and firm hierarchies. No manual mapping. No legacy formats blocking progress.
Fee schedules from both firms come together in a single billing environment. Run consolidated billing from the moment the deal closes.
Advisors present a complete view of client accounts from day one. The transition stays invisible to the client.
Built for firms that move fast.
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Questions
Most firms are live across both books within 6 to 12 weeks of onboarding. Timeline depends on custodian count and data complexity.
Milemarker is infrastructure. It sits alongside your portfolio management, billing, and reporting tools and normalizes data across all of them.
Yes. Milemarker ingests data from all major custodians and structures it into a unified schema. Multi-custodian environments are standard.
We start with a structured data intake. Milemarker normalizes feeds, validates the schema, and connects your reporting layer. Your team is informed at every step.