Milemarker Desk is the operational layer of the Milemarker platform. While Milemarker's data engine connects and normalizes data from 130+ systems into your Snowflake warehouse, Desk is where that data becomes actionable. It's where compliance teams resolve exceptions, operations managers run workflows, advisors complete tasks, and the firm's processes actually execute — with bidirectional updates that flow back to your source systems. Desk transforms your data platform from a reporting tool into an operational command center.
From Data to Action
Most data platforms stop at reporting — you can see your data, query it, build dashboards. But the work still happens in spreadsheets, email threads, and manual processes.
Milemarker Desk closes the loop. When your data reveals something that needs attention — a compliance exception, a client review overdue, a trade that needs approval — Desk gives your team a structured way to act on it.
This is not a separate system bolted onto your data platform. Desk is built directly on top of your Snowflake warehouse. Every workflow, every case, every task operates on the same unified data your firm already owns.
The key insight: the same data platform that tells you "37 clients have risk tolerance exceptions" should also give you the tools to resolve all 37 — with documentation, audit trails, and status tracking — without leaving the platform.
Core Capabilities
Workflow Management
Build multi-step workflows for any operational process: account opening, client onboarding, annual reviews, rebalancing, compliance checks. Visual workflow builder, no code required.
Dynamic Case Resolution
Turn any datatable into an actionable case queue. Each row becomes a case with a "Take Action" button that opens a resolution panel — document findings, record decisions, and maintain audit trails inline.
Bidirectional Updates
When a case is resolved in Desk, the resolution can flow back to your source systems — Salesforce, Orion, custodian records. Changes made in Desk don't stay siloed; they propagate to the systems your team already uses.
Trading Workflows
Trade approval workflows from request through compliance review, execution, and settlement confirmation. Structured process with audit trail at every step.
Compliance Case Management
Risk tolerance exceptions, advertising review queues, books-and-records documentation, suitability monitoring — compliance workflows with built-in audit trails that satisfy regulatory requirements.
Marketing & Operations
Client communication workflows, event management, prospect nurturing sequences, operational task assignment — extending beyond investment operations into firm-wide workflow management.
How Desk Works
Each layer of Desk operates on your live warehouse data. Click any panel to focus on that capability.
| Client | Risk Score | Status | Action |
|---|---|---|---|
| Henderson, R. | 72 / 55 | OVER | Take Action |
| Park, J. & S. | 48 / 60 | UNDER | Take Action |
| Torres, M. | 81 / 75 | OVER | Take Action |
| Okonkwo, A. | 33 / 40 | UNDER | Take Action |
Dynamic Case Resolution — In Detail
Any datatable in the Milemarker platform can be transformed into an interactive case management queue. The data you already have — risk tolerance exceptions, trade exceptions, compliance reviews — becomes a structured action surface.
How It Works
Each row in a datatable becomes an actionable case with a "Take Action" button. Clicking it opens a resolution panel directly within the interface — no context switching, no separate system.
The resolution panel includes:
- Full data context — the complete row data and related records for that case, surfaced inline
- Configurable resolution form — fields for documenting the resolution, including client contact date, discussion notes, resolution decisions, and compliance notes
- Timestamped audit trail — every action taken on a case is recorded with timestamp and user attribution, maintaining a complete history from exception to resolution
Common Use Cases
- Risk tolerance reviews — surface every client whose portfolio allocation exceeds their stated tolerance, resolve each case with documented discussion notes
- Trade exceptions — flag trades requiring review, route through structured approval with documentation at each step
- Compliance reviews — advertising review queues, suitability exceptions, and books-and-records documentation handled inline
- Account rebalancing — surface accounts outside model allocation, document and approve rebalancing decisions with full audit trail
Where the Data Lives
Resolution data is stored in your Snowflake warehouse alongside the source data — creating a complete audit trail that spans the original exception through the documented resolution. No separate compliance database. No data that lives only in a vendor's system. Your firm owns the full record.
What Firms Are Saying
Jordan Hutchinson, Ph.D., VP of Technology & Operations at RFG Advisory, on building workflows and operational infrastructure on the data lake.
AI has a lot of the sexy. But there is a tremendous value and win by just creating strong workflows and piping. Sometimes it's not even AI that needs to be done — it's just the fact that you need to get data in the right place. That will make a ton of advisers really happy.
VP of Technology & Operations, RFG Advisory