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Wealth Access connects to Milemarker to sync client portal data, aggregated account information, and reporting for wealth-management firms. Milemarker keeps each Wealth Access workspace fully fed without manual exports.
Overview.
Wealth Access connects to Milemarker to sync client portal data, aggregated account information, and reporting for wealth-management firms. Milemarker keeps each Wealth Access workspace fully fed without manual exports.
How it works.
Real-time data sync via a secure API connection. Data synced includes: Client Portal Data, Accounts, Aggregated Accounts, Reports.
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