Run Your Wealth Platform by Asking
Run Your Wealth Platform by Asking
Connect your AI assistant — Claude, ChatGPT, Codex, or Gemini — directly to your Milemarker platform. Query data, deploy dashboards, manage users, and run projects in plain conversation. Two-minute setup. Zero middleware.
Connect your AI assistant — Claude, ChatGPT, Codex, or Gemini — directly to your Milemarker platform. Query data, deploy dashboards, manage users, and run projects in plain conversation. Two-minute setup. Zero middleware.
I'll pull outflows from Snowflake and cross-reference recent meeting notes for context.
Top 5 outflows for Q1 2026:
Pattern: three of these are rollovers — likely retention opportunities. Want me to draft outreach notes, or pull the advisors of record?
Works With
Built on the open MCP standard. Your firm picks the AI. Milemarker powers the platform underneath.
Anthropic
OpenAI
Codex
Works With
Built on the open MCP standard. Your firm picks the AI. Milemarker powers the platform underneath.
Anthropic
OpenAI
Codex
From Question to Done in Seconds
Connect in Two Minutes
Connect in Two Minutes
Request a scoped token from Milemarker, drop a config snippet into your AI client, and reload. That's it. No APIs to build. No middleware to maintain.
Ask in Plain Language
Ask in Plain Language
Type what you need — "Show me total AUM by office for Q1" or "Add the new advisor to the Denver team with read-only access." Your AI assistant sends the request through Milemarker's governed APIs.
Milemarker Does the Work
Milemarker Does the Work
The platform executes the task, logs every action, and returns the result. Dashboards deploy. Users get created. Data comes back. Everything is auditable.
One Conversation. Your Entire Platform.
One Conversation.
Your Entire Platform.
Every System in Your Stack.
Operated by AI.
Query Your Data
Ask a question of the firm's data and get the answer back — no BI ticket, no waiting, no SQL. The AI translates your question into a governed query and returns the result in seconds.
Query Your Data
Ask a question of the firm's data and get the answer back — no BI ticket, no waiting, no SQL. The AI translates your question into a governed query and returns the result in seconds.
Deploy Dashboards & Metrics
Describe what leadership needs to see. The AI builds the dashboard, deploys it, and ships it — ready for your executive team before the next meeting.
Deploy Dashboards & Metrics
Describe what leadership needs to see. The AI builds the dashboard, deploys it, and ships it — ready for your executive team before the next meeting.
Stand Up Search & AI Navigators
Turn on natural-language search and pre-built AI agents across your firm's data with a single sentence. Navigator goes live when you say go.
Stand Up Search & AI Navigators
Turn on natural-language search and pre-built AI agents across your firm's data with a single sentence. Navigator goes live when you say go.
Manage Users & Access
Add advisors, assign teams, set permissions, and send invitations in bulk. Work that took a day of admin screens collapses into a paragraph.
Manage Users & Access
Add advisors, assign teams, set permissions, and send invitations in bulk. Work that took a day of admin screens collapses into a paragraph.
Run Platform-Wide Projects
Bulk deployments, mass updates, migrations, and audits that used to require tickets now happen in a conversation. One prompt replaces fifty clicks.
Run Platform-Wide Projects
Bulk deployments, mass updates, migrations, and audits that used to require tickets now happen in a conversation. One prompt replaces fifty clicks.
140+ Connected Systems
MCP operates on top of Milemarker's unified data layer — CRM, custodians, portfolio accounting, compliance, billing, planning — all normalized and ready.
140+ Connected Systems
MCP operates on top of Milemarker's unified data layer — CRM, custodians, portfolio accounting, compliance, billing, planning — all normalized and ready.
AI That Operates Your Platform
Built on Your Unified Data
One Conversation Replaces Five Tools
Deployment work that previously spanned SQL worksheets, configurators, admin UIs, dashboards, and ticketing systems collapses into a single conversation. Less context-switching. Faster outcomes.
One Conversation Replaces Five Tools
Deployment work that previously spanned SQL worksheets, configurators, admin UIs, dashboards, and ticketing systems collapses into a single conversation. Less context-switching. Faster outcomes.
Service Work That Scales
Firm questions and routine changes become instant tasks instead of queue items. Your ops team stops being a bottleneck and starts being a strategic function.
Service Work That Scales
Firm questions and routine changes become instant tasks instead of queue items. Your ops team stops being a bottleneck and starts being a strategic function.
Service Work That Scales
Firm questions and routine changes become instant tasks instead of queue items. Your ops team stops being a bottleneck and starts being a strategic function.
You Choose the Model
MCP is an open protocol. The same Milemarker tenant works across Claude, ChatGPT, Codex, and Gemini. Your firm decides which AI touches your data — and can switch at any time.
You Choose the Model
MCP is an open protocol. The same Milemarker tenant works across Claude, ChatGPT, Codex, and Gemini. Your firm decides which AI touches your data — and can switch at any time.
Full Audit Trail, Always
Every action the AI takes flows through Milemarker's governed APIs, respects tenant boundaries, and produces real, auditable artifacts. Built for SOC 2 Type II.
Full Audit Trail, Always
Every action the AI takes flows through Milemarker's governed APIs, respects tenant boundaries, and produces real, auditable artifacts. Built for SOC 2 Type II.
Scales With Your Firm
Ten advisors or ten thousand. Solo RIA or multi-billion-dollar enterprise. Same system. No rebuilds.
Scales With Your Firm
Ten advisors or ten thousand. Solo RIA or multi-billion-dollar enterprise. Same system. No rebuilds.
Scales With Your Firm
Ten advisors or ten thousand. Solo RIA or multi-billion-dollar enterprise. Same system. No rebuilds.
What Is MCP?
MCP — Model Context Protocol — is an open standard. Think of it as USB for AI. Just as any USB device works with any computer, any MCP-compatible AI assistant can plug into any MCP-compatible system.
Milemarker is now an MCP-compatible system for wealth management. That means your firm isn't locked into a single AI vendor. Connect Claude today, switch to Gemini tomorrow, or run both side by side. The platform doesn't care — it just works.
MCP — Model Context Protocol — is an open standard. Think of it as USB for AI. Just as any USB device works with any computer, any MCP-compatible AI assistant can plug into any MCP-compatible system.
Milemarker is now an MCP-compatible system for wealth management. That means your firm isn't locked into a single AI vendor. Connect Claude today, switch to Gemini tomorrow, or run both side by side. The platform doesn't care — it just works.
Setup Takes Two Minutes
Setup Takes Two Minutes
Request a scoped token from Milemarker. Drop a configuration snippet into your AI client. Reload. MCP is live now and rolling out across Milemarker partner firms.
Request a scoped token from Milemarker. Drop a configuration snippet into your AI client. Reload. MCP is live now and rolling out across Milemarker partner firms.
This is AI in wealth management at its best. Not a generic chatbot trying to interpret your business. Not another dashboard to log into. The firm's own platform. The firm's own data. The firm's own policies — operated through whichever AI assistant your team prefers.
Jud Mackrill
CEO & Co-Founder, Milemarker
This is AI in wealth management at its best. Not a generic chatbot trying to interpret your business. Not another dashboard to log into. The firm's own platform. The firm's own data. The firm's own policies — operated through whichever AI assistant your team prefers.
Jud Mackrill
CEO & Co-Founder, Milemarker
This is AI in wealth management at its best. Not a generic chatbot trying to interpret your business. Not another dashboard to log into. The firm's own platform. The firm's own data. The firm's own policies — operated through whichever AI assistant your team prefers.
Jud Mackrill
CEO & Co-Founder, Milemarker
The Guardrails Don't Go Away
Enterprise Security.
Zero Compromise.
Enterprise Security.
Zero Compromise.
Governed APIs Only
Every action flows through the same governed APIs your platform already uses. No backdoors. No shadow systems.
Governed APIs Only
Every action flows through the same governed APIs your platform already uses. No backdoors. No shadow systems.
Tenant Boundaries Enforced
Multi-tenant isolation means no firm ever sees another firm's data, regardless of which AI is asking.
Tenant Boundaries Enforced
Multi-tenant isolation means no firm ever sees another firm's data, regardless of which AI is asking.
SOC 2 Type II Certified
Global-level security certifications. Your compliance team can sleep at night.
SOC 2 Type II Certified
Global-level security certifications. Your compliance team can sleep at night.
Full Auditability
Every query, every deployment, every user change — logged, timestamped, and reviewable.
Full Auditability
Every query, every deployment, every user change — logged, timestamped, and reviewable.
The AI Interface for Wealth Management
Connect your AI assistant to your entire Milemarker platform — data, dashboards, metrics, search, and users — through a single open protocol.
The AI Interface for Wealth Management
Connect your AI assistant to your entire Milemarker platform — data, dashboards, metrics, search, and users — through a single open protocol.
The AI Interface for Wealth Management
Connect your AI assistant to your entire Milemarker platform — data, dashboards, metrics, search, and users — through a single open protocol.
Frequently Asked Questions
Frequently Asked Questions
Whether you're exploring AI interfaces for the first time or evaluating how MCP fits your firm's compliance requirements, find what you need below.
Whether you're exploring AI interfaces for the first time or evaluating how MCP fits your firm's compliance requirements, find what you need below.
What is Milemarker MCP?
What AI assistants does MCP work with?
How is this different from a chatbot?
Is my data secure?
How long does setup take?
Do I need Milemarker to use MCP?
What can I actually do with it?
Empowering Advisors To Enjoy Every Mile.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, 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.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, 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.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, 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.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Omaha & Portland.
Partners
