AIAI NOTETAKER FOR FINANCIAL ADVISORS

Pick Any Notetaker. Here's What to Do with the Notes.

Every AI notetaker for financial advisors does roughly the same thing well: it records the meeting, writes the summary and suggests the follow-up. What it doesn't do is run your firm.

Notetakers capture the meeting. Milemarker runs the business.

See How It Works

THE PROBLEM

The Notes Don't Go Anywhere.

Meeting summary In the app

Action items In the app

Client history In the app

Captured. Not connected.

Your notetaker did everything right. The transcript is clean, the action items are listed and the follow-up email is drafted. Then the meeting ends and nothing changes — the notes sit inside a platform that doesn't talk to your CRM, your portfolio system or your compliance workflow.

A meeting note that never connects to your data layer is a note that your firm still has to act on manually.

The value of a meeting note is what your firm can do with it next.

What Changes When Notes Flow Into Milemarker

NOTES IN A NOTETAKER

NOTES IN MILEMARKER

Action items = Reviewed once, then forgotten

Action items Trigger workflows, case tasks and Relay steps

Client history = Lives in one platform only

Client history Joined to CRM, portfolio and planning data

Compliance = That vendor's retention terms apply

Compliance Row-level entitlements and PII masking, your rules

Meeting prep = Manual lookup across multiple systems

Meeting prep One view: history, open items, portfolio changes

WHAT YOUR FIRM GAINS

What Firms Build Once Notes Are in the Data Layer

Service Scorecards

Track meeting frequency, action item completion rates and service standards per advisor — using data from meeting notes alongside AUM, billing and CRM in a single view.

Automated Follow-Through

Action items from meeting notes trigger Milemarker Relay steps — emails, case tasks, pre-filled forms. The follow-up doesn't depend on someone remembering to do it.

Better Meeting Prep

Before the next meeting, pull prior notes, open action items, recent portfolio changes and planning milestones into a single advisor view — from your normalized data layer.

Compliance Traceability

Meeting notes under your firm's governance: row-level entitlements, PII masking and SOC 2 Type II controls. What was discussed, when, and by whom — auditable from your data layer.

Ask Your Meetings

With the Milemarker MCP, ask Claude or another AI assistant about your meeting history. "Which clients discussed rebalancing last quarter?" — answered from your governed data layer.

One Record Per Client

Meeting notes join custodial, CRM and planning data in one household record. Any advisor, any system — one complete view of the client relationship.

Frequently asked questions.

Notetaker details on this page reflect publicly available information. If anything is out of date or needs a correction, we're happy to fix it — reach out at connect@milemarker.co

What platforms does Milemarker integrate with?

Milemarker connects to 140+ wealth management platforms including custodians (Schwab, Fidelity, Pershing, TD Ameritrade), CRMs (Salesforce, Redtail, Wealthbox), portfolio systems (Orion, Black Diamond, Tamarac), financial planning tools, and compliance platforms.

Does adding Milemarker integrations require custom development?

No. Milemarker’s connectors are pre-built and managed. Firms connect their existing platforms through a configuration process, not a development project. Milemarker’s implementation team handles the technical setup.

Does Milemarker replace my existing software platforms?

No. Milemarker connects to and normalizes data from your existing platforms. You keep the systems your advisors and operations teams already use — Milemarker adds the data layer that makes them work together.

What data types flow through Milemarker's connectors?

Milemarker normalizes account data, holdings, performance, transactions, client profiles, planning data, and operational metrics from connected platforms into a structured, consistent data model.

How does Milemarker maintain integrations when vendors update their APIs?

Milemarker’s engineering team monitors and updates connectors when upstream platforms make API changes. Firms do not need to maintain or rebuild integrations themselves.

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