Open Architecture

The Hidden Costs of a Proprietary Advisor Desktop

Proprietary advisor desktops promise one screen for everything. But they come with costs that don’t show up in the pricing: vendor lock-in, forced tool migration, data you don’t own, and an implementation that takes months. There’s a better way to centralize — one that connects your existing tools instead of replacing them.

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Open architecture · 130+ integrations · Your data, your warehouse · No forced migration

The Real Problem

Centralization Shouldn’t Come with Strings Attached

One screen is great. Giving up your tools isn’t.

The pitch is compelling — one unified desktop for portfolio management, client data, planning, compliance, account opening. All in one place. But read the fine print: you have to use THEIR CRM, THEIR portfolio tools, THEIR planning integration. Your advisors learn a new system. Your data lives on their infrastructure. And if you ever want to leave? You’re starting from scratch.

Milemarker gives you the same “one screen” result — Advisor Console pulls data from every system your firm already uses — without replacing a single tool.

How It Works

Open architecture. Zero replacements.

Milemarker connects to your existing stack and builds the advisor experience on top — no forced migration, no retraining required.

Keep your CRM

Salesforce, Redtail, Wealthbox stay exactly as they are. No migration, no retraining, no disruption to the workflows your team already relies on.

Keep your custodian relationships

Schwab, Fidelity, Pershing all connected natively. Your custodian relationships stay intact — Milemarker just makes the data accessible in one place.

Own your data

Everything lives in your Snowflake warehouse. Fully portable if you ever need to move. Your data is yours — not licensed back to you by a vendor.

Deploy in weeks

No 6-month platform migration. Pre-built connectors to 130+ systems mean your firm is live in weeks, not the quarters that proprietary desktop rollouts require.

No retraining required

Advisors can keep using individual tools OR use the Advisor Console. Their choice. There’s no forced adoption timeline — the unified experience is there when they want it.

AI that works on all your data

Navigator queries across every connected system — not just what’s inside one vendor’s walls. Because your data is unified first, the AI answers are actually trustworthy.

Common Questions

Proprietary desktop questions answered

How is this different from a proprietary advisor desktop?

Proprietary desktops require you to use their tools. Milemarker connects to YOUR tools — 130+ systems — and builds the unified view on top. Your advisors keep what they know. The data just finally agrees.

What’s wrong with proprietary platforms?

Nothing, if you’re comfortable with the trade-offs: vendor lock-in, data you don’t own, limited integration options, and long migrations. If those bother you, open architecture is the alternative.

Can we switch from a proprietary desktop to Milemarker?

Yes. Since Milemarker connects to your existing systems, you can run both in parallel during transition — or keep the proprietary desktop for specific functions while using Milemarker as the data and experience layer.

What if we’re already locked into a platform?

Milemarker can sit alongside any existing platform. It unifies data from systems the proprietary desktop doesn’t connect to — extending your investment rather than replacing it.