Release Notes: Milemarker 1.3 🚀

Struggling to make workflows actually… flow? We get it.

You didn’t start running an RIA to spend your days herding emails or wrestling with processes that barely exist. When we started Milemarker, it was because we felt the same frustration. The way most firms run today? It’s more patchwork than progress.

But here’s the thing: work should work for you. That’s why we’re thrilled to introduce Milemarker 1.3—designed to stop the madness and start the magic.

What’s New in 1.3?

1️⃣ Data-Driven Workflows, Right Where You Need Them

Your workflows aren’t just concepts anymore—they’re powered by your data.

• Build workflows that adapt to specific offices, advisors, or even clients.

• Use the power of Milemarker Firm Intelligence to turn your data into action.

2️⃣ Seamless Integration with Everything That Matters

API integrations? Check. Portfolio accounting systems? Check.

• Your data cloud becomes the engine behind precise, actionable workflows.

• No more “where does this data live?”—it’s all connected, ready, and working for you.

3️⃣ Simplify the Complex

Whether you’re running a $300M or 300B+ RIA or a multi-entity hybrid, Milemarker 1.3 keeps things smooth.

• Third-party asset management platforms? We’ve got you.

• Independent broker-dealers? You too.

• PE Firms juggling RIAs? Absolutely.

Why It Matters

Most firms are stuck in “email nudge purgatory,” where core people are manually pushing work forward. Milemarker 1.3 changes that game. Now you can digitize your business in one place—getting your workflows to finally work for you.

Ready to See it in Action?

Click below to dive into the release notes. Or better yet, let’s chat about how Milemarker 1.3 can transform the way your firm operates.

Let’s make your workflows flow.

Because work should just… work. And now, it does.