Unlimited Custom AI Agents
Create unlimited AI agents tailored to your firm's specific needs. Each agent can be configured with custom rules, thresholds, and alert triggers — for any domain you operate in. Navigator ships with ready-to-use agents including:
Workflow AI
Tracks efficiency across workflow requests, identifies bottlenecks, and measures processing times against firm benchmarks.
Compliance AI
Reviews key compliance items, detects potential risks, and flags exceptions before they become issues.
Prospect AI
Analyzes potential client details from CRM data, scores opportunity quality, and surfaces conversion patterns.
Fee Schedule AI
Proactively reviews advisory fees across the book, identifies misaligned fee schedules, and flags billing anomalies.
Systematic AI
Tracks RMDs and systematic distributions across all clients, ensuring nothing falls through the cracks.
Asset Management AI
Analyzes advisor asset management practices, detects portfolio drift outside target allocations, and surfaces tax efficiency opportunities.
Financial Planning AI
Analyzes plan data at scale — review coverage, plan freshness, gap analysis across the entire client base.
What You Can Do with Navigator
- Natural language search — Ask questions like "Which clients are near retirement with more than 30% equities?" and get instant, accurate answers.
- Cross-system queries — Navigator joins data across CRM, portfolio, custodian, and planning systems in real time. No exports required.
- Portfolio drift detection — Automatically identifies accounts outside target allocations and surfaces rebalancing opportunities.
- Tax efficiency analysis — Compares tax efficiency across model portfolios and flags optimization opportunities.
- Client segmentation — Segment your book by any criteria — AUM, service tier, advisor, custodian, plan status, review cadence — instantly.
- Voice search (coming soon) — Ask Navigator questions out loud. Voice query functionality is launching soon.
Built for Every Role at the Firm
Advisors
"Which of my clients haven't had a review in six months?" Instant answers without opening five tabs.
CEOs
Firm-wide AUM, revenue, and growth metrics. One question, one answer.
COOs / Compliance
Proactive risk flagging, RMD tracking, and regulatory readiness across the entire book.
CFOs
Fee schedule analysis, revenue per client, and billing anomaly detection without spreadsheets.
CTOs
API-first architecture, SOC 2 certified, Snowflake-native. No custom integration work required.
Operations
Workflow bottleneck detection, processing time benchmarks, and automated exception alerts.
Enterprise Security
Navigator inherits the full security posture of the Milemarker Data Engine.
130+ Integrations
Navigator connects to the systems wealth management firms already use — custodians, CRMs, portfolio accounting, financial planning, alternative investment platforms, and more.
- Custodians — Schwab, Fidelity, Pershing, Altus, and more
- Portfolio Accounting — Orion, Black Diamond, Addepar, Advyzon
- CRM — Salesforce, Wealthbox, Redtail
- Financial Planning — MoneyGuide, eMoney, RightCapital
- Alternative Investments — CAIS, iCapital
- Plus 100+ additional integrations via the Milemarker Data Engine