Upload Data Directly.
Upload Data Directly.
Upload Data Directly.
No Code Required.
No Code Required.
No Code Required.
Turn spreadsheets, reports, and documents into structured data instantly. Simple drag-and-drop interface that connects to your Milemarker Data Engine.
Turn spreadsheets, reports, and documents into structured data instantly. Simple drag-and-drop interface that connects to your Milemarker Data Engine.
Turn spreadsheets, reports, and documents into structured data instantly. Simple drag-and-drop interface that connects to your Milemarker Data Engine.
Your Data Lives
Everywhere
Monthly reports from vendors. CSV exports from legacy systems. Excel files from your accounting team. PDF statements that need analysis.
All sitting in folders. None of it is connected to your data infrastructure.
Getting This Data Into Your Warehouse Shouldn't Require a Developer.
Your Data Lives
Everywhere
Monthly reports from vendors. CSV exports from legacy systems. Excel files from your accounting team. PDF statements that need analysis.
All sitting in folders. None of it is connected to your data infrastructure.
Getting This Data Into Your Warehouse Shouldn't Require a Developer.
Simple Upload.
Simple Upload.
Powerful Results.
Powerful Results.
Drag & Drop Interface
Drag & Drop Interface
Upload CSV, XLSX, PDF, and other file types directly to your Milemarker Data Engine. No technical setup required.
Upload CSV, XLSX, PDF, and other file types directly to your Milemarker Data Engine. No technical setup required.
Automatic Processing
Automatic Processing
Files are automatically parsed, validated, and transformed into structured data that integrates with your existing schemas.
Files are automatically parsed, validated, and transformed into structured data that integrates with your existing schemas.
Smart Detection
Smart Detection
Intelligent field mapping and data type recognition. The system learns your data patterns and suggests optimal structures.
Intelligent field mapping and data type recognition. The system learns your data patterns and suggests optimal structures.
Seamless Integration
Seamless Integration
Uploaded data immediately becomes available in your dashboards, workflows, and analytics—just like any other data source.
Uploaded data immediately becomes available in your dashboards, workflows, and analytics—just like any other data source.
Key Capabilities
Supported File Types
CSV and Excel files (XLSX, XLS)
Text files and custom formats
PDF documents with structured data
Email attachments via Email-to-Warehouse
Automatic Processing
Field mapping and validation
Data type detection and conversion
Duplicate detection and handling
Error reporting and correction suggestions
Integration Features
Direct connection to Milemarker™ Data Engine
Email-to-warehouse for automatic processing
Real-time availability in Console and workflows
Quality Controls
Data validation and cleansing
Audit trails for all uploads
Format standardization
Version tracking and history
Perfect For
One-Time Data Migration
Moving historical data from legacy systems or previous platforms into your unified data environment.
One-Time Data Migration
Moving historical data from legacy systems or previous platforms into your unified data environment.
One-Time Data Migration
Moving historical data from legacy systems or previous platforms into your unified data environment.
One-Time Data Migration
Moving historical data from legacy systems or previous platforms into your unified data environment.
Regular File-Based Reporting
Vendor reports, compliance files, or partner data that arrives as regular file deliveries.
Regular File-Based Reporting
Vendor reports, compliance files, or partner data that arrives as regular file deliveries.
Regular File-Based Reporting
Vendor reports, compliance files, or partner data that arrives as regular file deliveries.
Regular File-Based Reporting
Vendor reports, compliance files, or partner data that arrives as regular file deliveries.
Supporting Advisor Transitions
Seamlessly import client data, portfolio histories, and account information when advisors join your firm or move between platforms.
Supporting Advisor Transitions
Seamlessly import client data, portfolio histories, and account information when advisors join your firm or move between platforms.
Supporting Advisor Transitions
Seamlessly import client data, portfolio histories, and account information when advisors join your firm or move between platforms.
Supporting Advisor Transitions
Seamlessly import client data, portfolio histories, and account information when advisors join your firm or move between platforms.
Legacy System Integration
Connecting older systems that don’t have modern APIs but can generate file exports.
Legacy System Integration
Connecting older systems that don’t have modern APIs but can generate file exports.
Legacy System Integration
Connecting older systems that don’t have modern APIs but can generate file exports.
Legacy System Integration
Connecting older systems that don’t have modern APIs but can generate file exports.
Manual Data Collection
Survey results, event data, or special projects that need to integrate with your core data infrastructure.
Manual Data Collection
Survey results, event data, or special projects that need to integrate with your core data infrastructure.
Manual Data Collection
Survey results, event data, or special projects that need to integrate with your core data infrastructure.
Manual Data Collection
Survey results, event data, or special projects that need to integrate with your core data infrastructure.
Real Results
I say all the time there this is not 2013 anymore. There are not a lot of gaps in the advisor tech stack. There’s too much tech, but this is one that sorely needs to be filled.
Michael Batnick
Managing Partner Ritholtz Wealth Management
I say all the time there this is not 2013 anymore. There are not a lot of gaps in the advisor tech stack. There’s too much tech, but this is one that sorely needs to be filled.
Michael Batnick
Managing Partner Ritholtz Wealth Management
I say all the time there this is not 2013 anymore. There are not a lot of gaps in the advisor tech stack. There’s too much tech, but this is one that sorely needs to be filled.
Michael Batnick
Managing Partner Ritholtz Wealth Management
Simple Process
Simple Process
Simple Process
Upload
Drag files directly into the Milemarker interface or use email-to-warehouse for automatic processing.
Upload
Drag files directly into the Milemarker interface or use email-to-warehouse for automatic processing.
Upload
Drag files directly into the Milemarker interface or use email-to-warehouse for automatic processing.
Upload
Drag files directly into the Milemarker interface or use email-to-warehouse for automatic processing.
Map
Review suggested field mappings and data types. Adjust as needed with simple point-and-click interface.
Map
Review suggested field mappings and data types. Adjust as needed with simple point-and-click interface.
Map
Review suggested field mappings and data types. Adjust as needed with simple point-and-click interface.
Map
Review suggested field mappings and data types. Adjust as needed with simple point-and-click interface.
Validate
Preview your data structure and resolve any formatting issues before final processing.
Validate
Preview your data structure and resolve any formatting issues before final processing.
Validate
Preview your data structure and resolve any formatting issues before final processing.
Validate
Preview your data structure and resolve any formatting issues before final processing.
Integrate
Data immediately becomes available across all Milemarker tools and can be combined with other data sources.
Integrate
Data immediately becomes available across all Milemarker tools and can be combined with other data sources.
Integrate
Data immediately becomes available across all Milemarker tools and can be combined with other data sources.
Integrate
Data immediately becomes available across all Milemarker tools and can be combined with other data sources.
Enterprise Ready
Security & Compliance
All uploaded files are encrypted and processed within your secure Milemarker environment with full audit trails.
Security & Compliance
All uploaded files are encrypted and processed within your secure Milemarker environment with full audit trails.
Security & Compliance
All uploaded files are encrypted and processed within your secure Milemarker environment with full audit trails.
Security & Compliance
All uploaded files are encrypted and processed within your secure Milemarker environment with full audit trails.
Scalable Processing
Handle everything from single files to bulk uploads of hundreds of documents.
Scalable Processing
Handle everything from single files to bulk uploads of hundreds of documents.
Scalable Processing
Handle everything from single files to bulk uploads of hundreds of documents.
Scalable Processing
Handle everything from single files to bulk uploads of hundreds of documents.
Team Collaboration
Role-based permissions control who can upload, process, and access different types of file data.
Team Collaboration
Role-based permissions control who can upload, process, and access different types of file data.
Team Collaboration
Role-based permissions control who can upload, process, and access different types of file data.
Team Collaboration
Role-based permissions control who can upload, process, and access different types of file data.
Ready to Connect Your Files?
Ready to Connect Your Files?
Turn your scattered data files into
structured, actionable information.
Turn your scattered data files into structured, actionable information.
Start connecting your file-based data to your Milemarker infrastructure.
Watch how easy it is to upload and process your data files.
Ready to Connect Your Files?
Turn your scattered data files into
structured, actionable information.
Start connecting your file-based data to your Milemarker infrastructure.
Watch how easy it is to upload and process your data files.
Ready to Connect Your Files?
Turn your scattered data files into structured, actionable information.
Start connecting your file-based data to your Milemarker infrastructure.
Watch how easy it is to upload and process your data files.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS