White-Label Platform

Your Brand. Your Data. Our Infrastructure.

Milemarker’s Experience Builder lets TAMPs, aggregators, and enterprise RIAs create fully branded advisor and client experiences — powered by unified data from 130+ systems. Your clients see your brand. Your advisors see your workflows. Under the hood: Snowflake-native data, Navigator AI, and Milemarker Relay automation.

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Fully brandable · 130+ integrations · AI + automation · SOC 2 Type II

The Real Problem

Your brand matters. Your platform should reflect it.

Generic platforms treat every firm the same. Your advisors log into an interface that looks exactly like every other firm using the same vendor. Your clients get a portal that could belong to anyone. There’s no sense of your firm, your identity, or your differentiation.

Milemarker’s Experience Builder changes that. Build advisor and client experiences that are unmistakably yours — fully branded, fully customized, fully owned — on top of the most powerful data infrastructure in wealth management.

How It Works

Your brand on top. Our infrastructure underneath.

Experience Builder gives you full control over advisor and client experiences while Milemarker handles the complex data infrastructure that powers them.

Fully branded advisor portal

Your logo, your colors, your navigation, your workflows. The advisor portal is fully configurable under your brand — no Milemarker branding visible to your advisors or their clients.

Fully branded client portal

Client-facing experiences that reflect your firm’s identity from first login. Personalized dashboards, reports, and communications — all under your brand, powered by unified data.

Powered by unified data (not just one system)

Your branded experience draws from 130+ integrated systems — CRM, custodian, portfolio, planning, compliance, billing — all normalized and unified. Not just one system’s limited view.

AI built in (Navigator)

Navigator AI is embedded in your branded experience — giving advisors plain English access to unified client data without any visible Milemarker branding in your advisor-facing interface.

Automation built in (Relay)

Milemarker Relay workflow automation runs behind your branded experience — triggering account workflows, notifications, and operations across 400+ systems automatically.

Scalable to any number of firms/advisors

Whether you serve 10 advisor firms or 1,000, Milemarker’s infrastructure scales with you. Multi-firm configurations with separate branding, data isolation, and access controls for each.

Common Questions

White-label platform questions answered

How customizable is the branding?

Experience Builder gives you full control over branding — logos, colors, typography, layout, navigation, and content. Advisor and client portals can be fully aligned to your brand identity with no Milemarker branding visible to your end users.

What data powers the experience?

The entire Milemarker Data Engine — unified data from 130+ systems including custodians, CRM, portfolio accounting, planning, compliance, and billing. Your branded experience is powered by a complete, normalized data layer, not a single system’s limited view.

Can each firm in our network have different branding?

Yes. Milemarker supports multi-firm white-label configurations — each firm or advisor group in your network can have its own distinct branding, workflows, and data views, all running on the same shared infrastructure.

How long to launch a white-label experience?

Most firms go live within weeks. Pre-built integrations mean there’s no data migration, and Experience Builder’s no-code tooling means your team doesn’t need engineering resources to build and configure the branded experience.