---
title: "An AI platform you move onto, or a data platform you own?"
description: "All-in-one AI platforms ask your firm to move onto theirs. Milemarker connects the systems you already run, keeps your data in a warehouse you own, and lets…"
url: https://www.milemarker.co/compare/ai-platforms
---
Compare

# 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.

[Talk with Milemarker](https://www.milemarker.co/contact?source_page=compare-ai-platforms) [See what your stack costs](https://www.milemarker.co/blueprint?src=compare)

$290B+

Assets on platform

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.

1.  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](https://www.milemarker.co/data-engine)

2.  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](https://www.milemarker.co/integrations)

3.  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](https://www.milemarker.co/data-engine/mcp)

4.  04

    ### Whose brand do advisors and clients see?

    Yours. Advisor and client experiences run on your own domain, in your brand.

    [Console](https://www.milemarker.co/console)

5.  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](https://www.milemarker.co/data-engine/enterprise-security)

Trusted by leading wealth management firms
*Firm Blueprint*60 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.

[Not SEC-registered? Start here](https://www.milemarker.co/blueprint?src=compare-ai-platforms)