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Milemarker turns data into action. Combining our sleeve-level data with their platform empowers advisors to make better decisions and drive measurable growth.
Milemarker gives your firm deeper visibility into SMArtX sleeve-level data, AI-powered analysis, and smart automation — all from a fully branded environment your advisors already use.
Live in days, not weeks · 130+ integrations · SOC 2 Type II
Milemarker turns data into action. Combining our sleeve-level data with their platform empowers advisors to make better decisions and drive measurable growth.
Click any investment solution to explore models, performance, and workflow actions — all branded to your firm.
Your firm grants API access. We handle the rest — no engineering lift on your side.
We map sleeve-level data into our universal model alongside your CRM, custodians, and 130+ other sources.
Your team gets custom dashboards, AI-powered queries, and automated workflows — all in days.
Milemarker takes your SMArtX data and layers on visibility, agentic analysis, and automation — so advisors get more value from the solutions they already use.
Your firm's dashboards, your firm's branding, your firm's data — all in one console. Advisors see SMArtX sleeve-level insights alongside CRM, custodian, and planning data without leaving their home environment.
AI agents run on top of your SMArtX data, answering questions in plain English — "which clients are overweight in this sleeve?" — across portfolios, clients, and compliance simultaneously.
Automated workflows trigger on portfolio events — rebalancing alerts, drift notifications, client outreach — turning SMArtX data into proactive advisor actions that deepen client relationships.
Advisors shouldn't have to leave their home office console to get the full power of SMArtX. This integration puts sleeve-level data right where firms already work — inside the dashboards, workflows, and compliance tools they use every day.
SMArtX Advisory Solutions ("SMArtX"), a leading provider of managed account technology, today announced a strategic integration with Milemarker, a specialist in custom advisor dashboards. The collaboration turns SMArtX's sleeve-level data into actionable insights, enabling advisory firms to deliver smarter, faster, and more personalized client experiences at scale.
"Milemarker turns data into action. This integration demonstrates how combining our sleeve-level data with Milemarker's expertise empowers advisors to make better decisions, strengthen client relationships, and drive measurable growth."
— Aaron Wormus, CTO of SMArtX Advisory Solutions
Through the integration, Milemarker transforms SMArtX's standardized data into custom dashboards and workflows. Advisors gain real-time insights to help optimize portfolios, make faster decisions, and tailor client interactions within their firm's own digital ecosystem. Integrations that once took weeks can now be completed in days, accelerating time-to-value for both firms and clients.
"Advisors shouldn't have to leave their home office console to get the full power of SMArtX. This integration puts sleeve-level data right where firms already work — inside the dashboards, workflows, and compliance tools they use every day. That's how you drive real adoption."
— Jud Mackrill, Co-Founder and CEO of Milemarker
By connecting SMArtX's robust data with Milemarker's digital experience capabilities, firms gain a seamless, data-driven advisor ecosystem, turning complex information into a lasting competitive advantage.
Milemarker is data infrastructure for wealth management. One platform. 130+ integrations. Built on Snowflake. It pulls your custodian data, portfolio systems, CRMs, and planning tools into one place — then layers on automation and AI so advisors spend less time on data and more time on clients. Visit milemarker.co.
SMArtX Advisory Solutions is an award-winning provider of unified managed accounts (UMA) technology, delivering an API-first, cloud-native platform built on a modular, microservices architecture. Serving institutional asset managers, RIAs, financial technology companies, and custodians, SMArtX offers scalable solutions for managed account and rep directed trading, client account billing, and investment product distribution.
SMArtX sleeve-level data, your CRM, custodians, and planning tools — unified with AI agents and smart automation. Book 15 minutes and we'll show you.
Live in days, not weeks · 130+ integrations · SOC 2 Type II