--- title: "Home" description: "Milemarker connects your custodians, CRM, portfolio and planning systems in one platform. Your firm owns its data, with reporting, workflows and any AI on top." url: https://www.milemarker.co/ --- [*Built For*RIAs, broker dealers, TAMPs, insurance & aggregators](https://www.milemarker.co/resources/changelog) # Own Your Data. Control Your Firm’s Future. Milemarker connects your custodians, CRM, portfolio and planning systems in one platform, and your firm owns its data. Keep the tools you have, run reporting, workflows and advisor portals on top, and use any AI you choose. [Talk with Milemarker](https://www.milemarker.co/contact) [Explore the platform](https://www.milemarker.co/data-engine) Connected to your systems Ask Milemarker Using **SS&C · Addepar · Salesforce** Created**Q3 performance review**214 households · performance from SS&C and Addepar Ready 1. Performance pulled 2. Notes from CRM 3. Review built Created**Joint IRA for the Chen household**Schwab paperwork prefilled from Salesforce Sent for signature 1. Prefilled 2. Sent via DocuSign 3. Funding Created**Rollover request for Maria Lopez**From Fidelity · routed to operations In review 1. Request 2. Ops approval 3. Complete Created**Rebalance 12 Growth model accounts**36 trades · $1.8M · Schwab and Pershing Queued for approval 1. Drift found 2. Trades built 3. Approval Created**Q3 reviews in 214 client portals**Plan from eMoney · documents from Box Live 1. Plans synced 2. Documents attached 3. Published Created**October commission statements for 42 advisors**$612K payout · grid tiers applied · revenue from Schwab and Pershing Ready for approval 1. Revenue reconciled 2. Grids applied 3. Statements ready Reports New accounts Workflows Trades Client experiences Commissions Trusted by today’s leading wealth management firms. [Meet our customers](https://www.milemarker.co/resources/case-studies) Award Winning Tech & Team [View our awards](https://www.milemarker.co/resources/awards) Why Milemarker ## Other platforms want to be your system. We make your systems work for you. Most AI platforms for wealth management ask you to move your firm onto theirs. Milemarker works the other way around: your data stays yours, your tools stay in place, and you choose the AI. A typical 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 > “The more I control at the data level, the more I control everything else — for our team, and most of all for our clients.” **Steve Laska**Managing Partner, Trillium Wealth · [Read the story ↗](https://www.milemarker.co/resources/case-studies/trillium-wealth) No lock-in ## Your data is yours. Before, during and after. Milemarker never holds your firm’s data hostage. It belongs to your firm, it follows your rules, and it stays with you if you ever move on. [Talk with Milemarker](https://www.milemarker.co/contact) [How we protect your data](https://www.milemarker.co/data-engine/enterprise-security) ### Owned by your firm Your client, account and revenue data belongs to your firm. Your own roles and permissions decide who sees it. ### Never sold, never used to train AI Your client data is not a product, and it never trains anyone’s models. ### Yours if you leave Your data and its history stay with your firm, during the engagement and after it. What you can do with it ## Every system you run. Finally talking to each other. [### Give every advisor answers from your own data](https://www.milemarker.co/data-engine/navigator)[### Use Claude, ChatGPT, Gemini or Grok on your firm’s data](https://www.milemarker.co/data-engine/mcp)[### Run compensation, trading and compliance in one place](https://www.milemarker.co/boosters/trading-overlay)[### Run operations across every system, without the swivel chair](https://www.milemarker.co/command-center)[### Give advisors and clients one experience, in your brand](https://www.milemarker.co/console)[### Automate the handoffs between your systems](https://www.milemarker.co/command-center/relay) See what it would look like on your firm’s systems. [Talk with Milemarker](https://www.milemarker.co/contact) [Explore the platform](https://www.milemarker.co/data-engine) $290B+ Assets on platform 2.8x Growth after choosing Milemarker 1,200+ Offices served 690+ Data connections > “This Milemarker partnership — PFG Enhanced Reporting, as we call it — is the holy grail. It’s the best I’ve ever seen. It’s what I would have wanted back when I was producing.” **Mike Prior**Founder & CEO, Priority Financial Group AI on your terms ## Put any AI to work on data you trust. With your rules and security standards applied. Use Navigator, or bring the assistant your team already uses. Every answer and every action runs on your firm’s data, with your permissions. Milemarker Navigator Claude ChatGPT Gemini Grok Copilot Perplexity Where your team works**Claude** Through**Milemarker MCP***Your permissions · Every action logged* Your firm’s data*Custodians**CRM**Portfolio**Planning* Add Milemarker to Claude as a connector and sign in with your own Milemarker account. Setup takes about two minutes, with no middleware to maintain. [Connect Claude to Milemarker](https://www.milemarker.co/data-engine/mcp) ### Ask [Learn more](https://www.milemarker.co/data-engine/navigator) Ask in Claude. Answers come from your firm’s own data, with your permissions applied. ### Operate [Learn more](https://www.milemarker.co/data-engine/mcp) Claude builds reports, dashboards and forms on the platform through the MCP. Every action is logged. ### Automate [Learn more](https://www.milemarker.co/command-center/relay) Describe the work once and it runs across your systems, every time. ### Delegate Give agents standing responsibilities, with sign-off wherever you want a person in the loop. Features ## Everything your firm runs on, built on data you own. Advisor tools, automation, AI and growth tools all run on the same records your firm owns, so every screen, report and answer shows the same numbers. ### Advisor Workstation One place for advisors to see their book, prepare for meetings, request trades and get answers, on your domain and in your brand. [Learn more](https://www.milemarker.co/console/advisor-workstation) ### Automated Workflows (Relay) Relay moves data between Milemarker and the systems you already run (CRM, billing, email, documents) and keeps them in sync, so nobody copies data by hand. [Learn more](https://www.milemarker.co/command-center/relay) ### AI With Your Rules Applied Ask questions of your data in plain English, and build reports, dashboards and forms by describing them. Every answer respects your firm’s roles and permissions. [Learn more](https://www.milemarker.co/data-engine/navigator) ### Growth Tools From marketing tools to model portfolios and investment solutions, manage your key growth areas from a centralized hub. [Learn more](https://www.milemarker.co/boosters) *140+*Wealth management integrations ## Your existing stack, finally connected. Connect every CRM, custodian, portfolio system, and planning tool your firm already uses, plus 550+ general purpose technology connections. No custom development, no vendor lock-in. [See all integrations](https://www.milemarker.co/integrations) Your systems CRM Portfolio & custody Cloud & finance Milemarker Back out to [Workflows & requestsTrades, onboarding, approvals](https://www.milemarker.co/command-center/integrated-workflows) [Dashboards & BIPower BI, Tableau, Sigma](https://www.milemarker.co/data-engine/business-intelligence) [AI agentsNavigator AI and MCP](https://www.milemarker.co/data-engine/navigator) [Back to your systemsUpdates written back](https://www.milemarker.co/command-center/relay) ### Real-Time API Direct API connections provide live data synchronization with supported platforms ### SFTP Transfer Secure file transfers for batch data processing on scheduled intervals ### Data Share Direct database connections via AWS Redshift or Snowflake data sharing ### Email Ingestion Forward or attach data files to your dedicated Milemarker ingest address — they land automatically in your Data Lake Platform ## Every layer you need, covered. Your canonical records, always at your fingertips, and a platform that makes every advisor, operations and executive team member better at what they do. ### Executive Views AUM, net flows, and revenue by advisor, office, and custodian. Refreshed every morning from the same records your operations team works from. The number in your board deck matches the number in the system. ### Advisor Dashboard Every advisor starts the day knowing their book. Households, assets, revenue, and what needs attention pull from your portfolio management, CRM, and custodial systems into one view — no report request, no waiting on an analyst. Advisors can stop asking where the data is and start acting on it. ### Operations View Every open item in one queue: transfers, fee changes, model updates, new accounts. Each one shows its age, its owner, and what it's waiting on. Nothing sits for three weeks because nobody knew it was there. Changelog ## Every fix, every feature, every ship. 1. [Oct 23, 2026 **Platform v1.42.0 — Smoother Navigation & Instant Publishing** Smoother Navigation & Instant Publishing](https://www.milemarker.co/resources/changelog/platform-v1-42-0) 2. [Oct 20, 2026 **Platform v1.41.0 — Page Locking & Smarter Requests** Page Locking & Smarter Requests](https://www.milemarker.co/resources/changelog/platform-v1-41-0) 3. [Oct 9, 2026 **Platform v1.40.0 — Your Documents, Right Next to Your Data** Your Documents, Right Next to Your Data](https://www.milemarker.co/resources/changelog/platform-v1-40-0) 4. [Oct 7, 2026 **Platform v1.39.0 — Workflows That Keep Everyone in the Loop** Workflows That Keep Everyone in the Loop](https://www.milemarker.co/resources/changelog/platform-v1-39-0) [See all releases](https://www.milemarker.co/resources/changelog) Enterprise-grade security ## Trusted by Security-First Teams Across Wealth Management & Financial Services Milemarker is built by engineers who've been on-call at scale. Every check, every alert, and every status update is hardened for enterprise use. ### SOC 2 Type II Independently audited security controls that meet the highest industry standards. ### SSO & SAML Single sign-on with your identity provider. Okta, Azure AD, Google Workspace — all supported. ### GDPR compliant Full data residency controls, right to deletion, and privacy-first architecture by default. ### Redundant infrastructure Milemarker monitors Milemarker, with redundant infrastructure across three cloud providers. Customer story ## RFG Advisory: how an enterprise RIA turned its data layer into a product Industry RIA Platform Company Size 135+ advisors Founded 2003 [Read Story](https://www.milemarker.co/resources/case-studies/rfg) **20+ hrs** Reclaimed each week per advisor on the RFG platform — ClickONE™ and its integrated tools **10+** Integrated data sources unified into a single data cloud RFG owns Testimonials ## Loved by firms in control of their own destiny. > “This is the connective tissue that allows us to truly compound value for our partners rather than just aggregate businesses.” **Jim Dickson**Founding Partner & CEO, Elevation Point ## Frequently asked questions. Can’t find what you’re looking for? Reach out to our team at [hello@milemarker.co](mailto:hello@milemarker.co) [Talk with Milemarker](https://www.milemarker.co/contact) ### 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. ## Read our posts [View All](https://www.milemarker.co/resources/blog) [The Rising Tide ### What Even Are Percentages? Why Wealthtech Needs to Care About Financial Literacy Jud Mackrill • Oct 31, 2026](https://www.milemarker.co/resources/blog/what-even-are-percentages-why-wealthtech-needs-to-care-about-financial-literacy)[Next Mile Podcast ### The Difference Between a Family Office and an RIA with More Services Kyle Van Pelt • Oct 27, 2026](https://www.milemarker.co/resources/blog/the-difference-between-a-family-office-and-an-ria-with-more-services) ## Subscribe to get insights and company news straight to your inbox.