$290B+
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An AI platform you move onto, or a data platform you own?
All-in-one AI platforms for wealth management ask your firm to bring its clients, notes and workflows into their system. Milemarker works the other way around: it connects the systems you already run, keeps the data in a warehouse your firm controls, and lets you put any AI on top.
2.8x
Growth after choosing Milemarker
1,200+
Offices served
690+
Data connections
Side by side
The difference is who ends up owning your firm.
An AI assistant is only as good as the data under it. The question is whose platform that data lives on.
All-in-one AI platformMilemarker
Who owns your dataHeld inside the vendor’s platformYour firm does, and you set who can see it
Your current systemsConsolidated onto the platform over timeKept in place and connected: 140+ wealth integrations
Which AI you can useThe vendor’s own assistantNavigator, plus Claude, ChatGPT, Gemini, Grok or Copilot through our MCP server
Whose brand advisors seeThe vendor’sYours, on your own domain
If you change vendorsRebuild from exportsYour data and its history stay with you
Before you sign
Five questions to ask any AI platform.
Whoever you choose, get these answered in writing. Here's how Milemarker answers them.
- 01
Where does our data live, and who can use it?
In a warehouse your firm controls, under your own roles and permissions. It's never sold, shared across customers or used to train AI models.
Data Engine - 02
Do we have to replace our CRM, reporting or planning tools?
No. Milemarker connects the systems you already run, across 140+ wealth integrations, so advisors keep the tools they know.
Integrations - 03
Which AI can we use, and can we change our minds?
Navigator, or Claude, ChatGPT, Gemini, Grok and Copilot through our MCP server, all working on the same governed data.
MCP - 04
Whose brand do advisors and clients see?
Yours. Advisor and client experiences run on your own domain, in your brand.
Console - 05
What happens if we leave?
Your data and its history stay with you, in your warehouse. There's nothing to rebuild from exports.
Enterprise Security
Trusted by leading wealth management firms
Firm Blueprint60 seconds
What Is Your Stack Costing Your Firm Today?
Type your firm's name. We'll read your Form ADV, ask three quick questions and draw your blueprint: what disconnected systems cost you a year, and what to fix first.
