--- title: "Case Management" description: "One queue for every advisor request, data exception and compliance review, each with the client already attached, routed to its owner and closed out." url: https://www.milemarker.co/command-center/case-management --- *Platform*CASE MANAGEMENT # Every Request, Exception and Review in One Queue That Closes Itself Advisors file requests. Your data opens cases on its own: a rep code nobody owns, cash above target, a household with no advisor. Every case arrives with the client already pulled in, goes to the person who owns it, and leaves the queue the moment it is resolved. [See Case Management](https://www.milemarker.co/contact) THE PROBLEM ## Half Your Firm’s Work Never Becomes a Ticket. Client financials **CRM** Investment history **Portfolio** Risk tolerance **Planning** One case. Three systems to search. The suitability review lives in someone’s inbox. The rep code nobody owns lives in a spreadsheet. The advisor’s question about a failed transfer lives in a chat thread. Nobody can say how many are open, or who has them. Every handoff drops context, so reviewers decide on part of the picture, the same problem gets solved from scratch next month, and the firm owns the outcome. Every piece of work should be a case: opened, owned, visible and closed, with the client in front of whoever is working it. ## The Transformation BEFORE WITH CASE MANAGEMENT 01 **Where Work Starts** = Email, Chat, Spreadsheets and Hallways Where Work Starts One Request Form or One Exception Queue 02 **Data Problems** = Found When a Client Calls Data Problems Opened as Cases Before Anyone Notices 03 **Case Context** = Advisor Explains It From Scratch Case Context Client, Accounts and History Attached 04 **Status** = “Let Me Check On That” Status Live for the Advisor, Ops and Leadership 05 **When It’s Done** = Someone Remembers to Update the CRM When It’s Done Written Back to Your Systems Automatically HOW A CASE WORKS ## Opened, Routed, Resolved, Recorded ### Opened by a Person or by Your Data - Advisors and staff file requests from one form, on their own behalf or for an advisor - Exception queues open cases from your data: unmapped rep codes, high cash, drift, missing documents - Each case is one row with one owner, never a forwarded email ### Arrives With the Client Attached - Household, accounts and history prefilled from your custodian, CRM and portfolio data - Reviewers see the whole client before they decide, not just the form - Files from any folder attach to the case ### Routed to Whoever Owns It - Rules send each case type to the right team or person - Statuses fit the work: Open, In Review, Waiting on Custodian, Resolved ### Everyone Sees Where It Stands - The people involved are notified the moment a case moves - Advisors stop asking ops for status updates ### Closed Out and Written Back - Resolved cases leave the queue and land in a resolved log - Relay writes the outcome back to the CRM and other systems KNOWS YOUR SYSTEMS ## Built for the Stack Your Firm Runs On ### CRM When a Salesforce, Redtail or Wealthbox sync breaks, the case says what broke and who fixes it. ### Custodians Custodial data issues route to the people who handle that custodian, with the account context included. ### Portfolio Systems Orion, Addepar and Envestnet questions arrive with the household and positions already attached. ### Trading When a trade fails, the case carries the order, the allocation and the client. ### Planning eMoney, MoneyGuidePro and RightCapital issues go to the people who know those systems. FOR THE WHOLE FIRM ## Built for Operations, Compliance and Leadership ### An Operations View of Everything Open Every open case across the firm by type, owner and age. Know what is where and what it is waiting on. ### Compliance Reviews With a Trail Suitability reviews, rep-code ownership and other exception queues, with every decision recorded. ### Access That Follows Your Roles Who can file, see and work each case type follows your firm’s roles and permissions. ### Find the Bottlenecks See how long each case type takes and where it waits, so you fix the process, not just the case. MAKE EVERY PIECE OF WORK VISIBLE. ## Why This Matters Requests that live in inboxes and problems that live in data both cost you client trust. Put them in one queue, with an owner and an end. ### Stop Explaining Why Approvals Take Weeks. ### Stop Finding Data Problems When the Client Calls. ### Stop Losing Requests Between Systems. ## Frequently asked questions. Can’t find what you’re looking for? Reach out to our team at [hello@milemarker.co](mailto:hello@milemarker.co) ### What is Milemarker? Milemarker is a data infrastructure platform built for wealth management. It connects more than 690 data sources — custodians, CRMs, portfolio accounting, financial planning, billing, and compliance systems — and reconciles them into a single data lake, with data your firm owns. Firms use it to report revenue across custodians, track advisor productivity, reconcile billing and fees, and put clean data behind AI. ### How is Milemarker different from other AI platforms for wealth management? Most AI platforms for wealth management ask a firm to move its data and its work onto their platform. Milemarker works the other way around. It connects the systems a firm already runs, from custodians and CRMs to portfolio accounting and planning, into one governed data platform where the data belongs to the firm, then puts reporting, workflows, branded advisor experiences and AI on top. Firms keep their existing tools, can use Navigator or bring Claude, ChatGPT, Gemini, Grok or Copilot through Milemarker’s MCP server with their own permissions applied, and keep their data and its history if they ever leave. ### Who is Milemarker built for? Milemarker serves RIAs and family offices, independent broker-dealers, banks and trust companies, insurance carriers, private equity–backed platforms and aggregators, TAMPs and OCIOs, fund managers, and asset managers. The problem is the same across all of them: client, account, position, and revenue data sits in systems that were never designed to talk to each other, and no one can answer a basic question about the business without an export. ### Does Milemarker replace our current technology stack? No. Milemarker connects the systems you already use without requiring you to replace them. Advisors continue using their existing CRM, portfolio platform, and planning tools — Milemarker normalizes and unifies the data underneath. ### How long does implementation take? Implementations run between 2 and 12 weeks. Where a firm lands in that range depends on scope and on how quickly your team picks up Milemarker MCP — teams that lean on it move fastest. Milemarker stays hands-on throughout, because the goal is for your team to run the platform rather than depend on ours. Every firm gets a success manager dedicated to making sure your business goals are met, working sessions every other week, training sessions, monthly partner calls, regular release notes, and full documentation. ### What does Milemarker do with my firm's data? Milemarker reads from the systems your firm already runs, normalizes each source into a consistent structure, and reconciles them into one record. That record lives in your firm’s own governed environment, not a shared vendor database. You keep the raw feeds, the normalized tables, and the logic that produced them. Milemarker never uses your data to train AI models, and it is never for sale. ### Does Milemarker train AI models on my client data? No. At Milemarker we want to be absolutely clear: your data is yours. We treat it as sacred, we never use it to train AI models, and it is never for sale. Your firm’s data sits in a governed environment scoped to your firm, with access controlled by your own roles and permissions. ### What happens to my data if we stop using Milemarker? You own your data. That does not change when the relationship does — your firm’s data is yours during the engagement and yours afterward. It is never sold, and it is never used to train AI models. ### Where does my firm's data live, and who can access it? Your data lands in a governed environment scoped to your firm, with access controlled by your own roles and permissions rather than shared across customers. Milemarker runs on redundant infrastructure across three cloud providers and monitors it continuously. Data residency controls, right to deletion, and privacy-first defaults are built in, and the platform is GDPR compliant. ### Is Milemarker SOC 2 certified? Yes. Milemarker is SOC 2 certified, and is currently pursuing ISO 42001 certification for AI management systems. Data residency controls, right to deletion, and privacy-first defaults are built into the platform, which runs on redundant infrastructure across three cloud providers under continuous monitoring. ### What systems does Milemarker connect to? More than 690 data connections, spanning custodians, CRMs, portfolio accounting and performance systems, financial planning tools, billing and revenue platforms, document management, and compliance systems. Milemarker builds and maintains these connections directly and partners with third-party providers to extend them, so the catalog grows continuously. Connections specific to wealth management — the systems generalist data tools tend not to cover — are the deliberate focus. ### Do I need engineers or an IT project to use Milemarker? No. Milemarker builds and maintains the connections, so your firm does not write code, run extracts, or stand up infrastructure. Operations teams work in Milemarker directly — building reports, reconciling revenue, and changing what leadership sees without filing a ticket or waiting on a development cycle. ### What makes a firm's data "AI-ready"? Data is AI-ready when a model can answer a question about your business without a person first explaining where everything lives and which fields mean what. Most firms fail that test — their data is spread across systems with conflicting identifiers, inconsistent field names, and no shared definition of a household or a fee. Milemarker does the normalization and reconciliation up front, so AI works against one reconciled record instead of a dozen partial ones. ### What is Milemarker MCP? Milemarker MCP connects Claude directly to your firm’s Milemarker environment. You describe the metric, table, chart, or dashboard you want in plain language, and it gets built against your real data — including the styling on top of it. It reads and builds; it cannot alter the underlying data. ### Can I build reports by describing what I want? Yes. Operations leaders at firms using Milemarker MCP build reconciled revenue views, quarterly fee forecasts, client health scoring, and leadership dashboards by describing them rather than specifying them for someone else to build. The work that used to wait on an engineering queue now happens the same day the question is asked. ## Ready to Put Every Case in One Queue? [**Map Your Open Work **We’ll show you where requests and exceptions get stuck today.](https://www.milemarker.co/contact) [See Case Management](https://www.milemarker.co/contact) Watch a case open from your data and close itself. [Book an Operations Call](https://www.milemarker.co/contact) 30 minutes on the cases your team handles most.