New Account Opening
3 Days, Automated Workflows, Zero Manual Entry
Trading Requests
Click To Submit, Automatic Allocation
Client Onboarding
Guided Workflows With Real-Time Status
Scaling Up
Adding Capacity Without Adding Chaos
Real COO Results
There are enough closed-off vendors in this space that I think are opening themselves up to risk of disruption. Data lakes were my method to tackle the silo problem. And, why I continually refer people to Milemarker™ – they’ve been solving this problem for years.
Brad Felix
Operating Partner Fireroad
60%
faster account opening
90%
reduction in manual data entry
Zero
client data errors
Scalable
operations that grow with the business
Key Solutions
For COOs
New Account Opening
Single intake form flows to all systems
Automated document generation & routing
Real-time status tracking & exception handling
DocuSign integration with automatic account creation
Trading Overlays
Advisor-initiated trade requests
Automatic validation & allocation
Direct integration with Orion & custodians
Complete audit trails & compliance monitoring
Workflow Automation
Custom process builders for any operational flow
Exception management & routing
Role-based approvals & notifications
Complete visibility into every step
Investment Center
Unified view across public markets & alternatives
Model management & portfolio construction
Performance tracking & client reporting
Scalable infrastructure for multiple investment strategies
Built For
Operational Excellence
Process Visibility
See exactly where every client, account & transaction stands in real-time.
Exception Management
Get alerts when processes deviate from normal. Fix problems before they become client issues.
Team Coordination
Clear handoffs, defined responsibilities & automated notifications keep everyone aligned.
Quality Control
Built-in validations, approval workflows & compliance checks prevent errors at the source.
Beyond
Basic Automation
No operational downtime.
We implement alongside your current processes.
No system disruption.
We work with your existing technology stack.
No team chaos.
We train your people & provide ongoing support.
Extract Maximum Value
Connect your existing tools instead of replacing them. Get more ROI from your current technology investment.
Scale Intelligently
Growth doesn’t require proportional increases in operational headcount.
Deliver Consistency
Every client gets the same high-quality experience, regardless of which advisor or team member handles their account.
Focus on Strategy
Stop putting out fires. Start optimizing processes and planning for growth
