Now Live

Just ask for what you need. Milemarker does it.

Type a plain-English request into Claude, and Milemarker carries it out: pull a report, update a dashboard, check on a client office. No logins to remember, no menus to navigate, no tickets to file.

Contact Milemarker

Available now · 130+ integrations · SOC 2 Type II

The Problem

You know what you need. Getting it takes too long.

Need a report on your top clients? That is a ticket to the data team. Want to see how a new office is set up? That is another email. Today, the people who understand the business are waiting on the people who understand the software. Milemarker MCP removes that bottleneck. You type what you need in plain English, and it gets done.

See It In Action

Have a conversation. Get real results.

Click any button below to watch how a simple request turns into a real action on your data.

How It Works

Three steps. No training required.

1

Open Claude

Open the Claude app on your computer. Milemarker is already connected. Sign in with the credentials you use today.

2

Type what you need

"Show me our top 10 clients by AUM." "How is the Teton Office set up?" Just describe it like you would to a colleague.

3

It is done

Claude pulls the data, runs the report, or makes the update. You see the results right there in the conversation.

What You Can Do

The tasks you do every week, done in seconds

Reports & Dashboards

Pull reports instantly

"Show me AUM by advisor for the Cascade Office." Instead of logging into multiple systems or waiting on a data request, just ask and get the answer.

Search & Find

Find anything across your data

"Find all contacts at Flat Iron Office with over $5M in assets." Search across your entire dataset with a question instead of filters and dropdowns.

Data & Structure

Understand what data you have

"What fields do we track for each account?" Get a clear picture of your data without needing a technical background or reading documentation.

Office Management

Check on any office

"How is the Denali Office set up? How many users do they have?" See configuration, status, and activity for any office without digging through admin screens.

Coming Soon

This is just the beginning

Today you can pull reports and check on offices. Here is what is coming next.

Manage client-facing pages and content across offices
Kick off automated workflows with a simple request
Add or remove users and set permissions through conversation
Set up a new office from scratch in a single conversation
Security

Your data stays protected. Nothing changes.

This is a new way to interact with Milemarker, not a new place for your data. The same login, the same permissions, and the same protections you already have are all still in place.

Same login you use today

Sign in with your existing Milemarker username and password. No new accounts to create.

You only see your data

If you manage one office, you see that office. Admins see everything. The same rules apply here as everywhere else in Milemarker.

No new risk

This uses the same secure connection as the Milemarker platform. Your data does not go anywhere new.

Nothing happens without your OK

Before any significant change is made, you are asked to confirm. You stay in control at every step.

$200B+
Assets Under Administration
130+
Integrations
97%
Client Retention
Questions

You might be wondering

What is Claude?
Claude is an AI assistant made by Anthropic. Think of it as a very smart colleague you can chat with on your computer. Milemarker has connected your firm's data to Claude so it can actually do things for you, not just answer general questions.
Do I need to learn any new software?
No. If you can type a sentence, you can use this. There are no new screens to learn, no menus to memorize. You just describe what you need in your own words.
Who at my firm can use this?
Anyone who already has a Milemarker login. You will only be able to see and do the things your current permissions allow. An office manager sees their office. A firm admin sees everything.
Can it make changes I did not ask for?
No. It only does exactly what you ask, and for anything significant it will ask you to confirm before proceeding. You are always in the driver's seat.

Stop waiting on reports. Start asking for them.

See how Milemarker MCP can save your team hours every week. We will walk you through it in 15 minutes.

Book a 15-Min Demo

Live in days · Same credentials · SOC 2 Type II