Milemarker Boosters
Milemarker Boosters
Milemarker Boosters
Modular Add-Ons for Your Wealth Platform
Modular Add-Ons for Your Wealth Platform
Modular Add-Ons for Your Wealth Platform
Need digital account opening? Add it. Need a trading overlay for Orion? Add it. Boosters are purpose-built modules that plug into Milemarker and solve one thing really well.
Need digital account opening? Add it. Need a trading overlay for Orion? Add it. Boosters are purpose-built modules that plug into Milemarker and solve one thing really well.
Need digital account opening? Add it. Need a trading overlay for Orion? Add it. Boosters are purpose-built modules that plug into Milemarker and solve one thing really well.
What Are Boosters?
Solutions That Fit Your Reality
Every firm is different. Your client onboarding process. Your trading workflows. Your investment approach.
Boosters are purpose-built solutions
That plug into your Milemarker™ platform and solve your specific operational challenges.
Not Generic. Not One-Size-Fits-All. Built For Your Business.
Available
Boosters
New Account Opening
Multi-custodial digital onboarding
DocuSign integration with automatic account creation
Pre-populated forms with client data
Schwab integration & account number tracking
Trading Center
FIX trading overlay with Orion integration
Smart validations & bulk rebalancing
Model sleeving with access controls
Real-time funding alerts & trade tracking
Investment Center
Unified view of public markets & alternatives
Analytics integration with your preferred provider
Fund curation & comparison tools
Customizable investment UI/UX
How It Works
How It Works
How It Works
Platform First
Your Milemarker™ foundation handles data, workflows, and core operations.
Platform First
Your Milemarker™ foundation handles data, workflows, and core operations.
Platform First
Your Milemarker™ foundation handles data, workflows, and core operations.
Platform First
Your Milemarker™ foundation handles data, workflows, and core operations.
Add What You Need
Choose boosters that solve your specific challenges.
Add What You Need
Choose boosters that solve your specific challenges.
Add What You Need
Choose boosters that solve your specific challenges.
Add What You Need
Choose boosters that solve your specific challenges.
Integrate Seamlessly
Everything works together. One platform, tailored solutions.
Integrate Seamlessly
Everything works together. One platform, tailored solutions.
Integrate Seamlessly
Everything works together. One platform, tailored solutions.
Integrate Seamlessly
Everything works together. One platform, tailored solutions.
Built For Scale
White-Label Ready
Every booster can be fully branded as your own solution.
White-Label Ready
Every booster can be fully branded as your own solution.
White-Label Ready
Every booster can be fully branded as your own solution.
White-Label Ready
Every booster can be fully branded as your own solution.
Multi-Tenant Support
Deploy across offices, teams, or acquired firms with different configurations.
Multi-Tenant Support
Deploy across offices, teams, or acquired firms with different configurations.
Multi-Tenant Support
Deploy across offices, teams, or acquired firms with different configurations.
Multi-Tenant Support
Deploy across offices, teams, or acquired firms with different configurations.
Integration Native
Works with your existing tech stack without disruption.
Integration Native
Works with your existing tech stack without disruption.
Integration Native
Works with your existing tech stack without disruption.
Integration Native
Works with your existing tech stack without disruption.
Real Results
Big fan of data and all Milemarker™ does.
Molly Pierce
CEO at Track That Advisor
Big fan of data and all Milemarker™ does.
Molly Pierce
CEO at Track That Advisor
Big fan of data and all Milemarker™ does.
Molly Pierce
CEO at Track That Advisor
Big fan of data and all Milemarker™ does.
Molly Pierce
CEO at Track That Advisor
Ready to Boost Your Operations?
Your Platform Should Work The Way You Do.
Show us your workflows. We’ll show you the right boosters.
See every available solution and integration.
Ready to Boost Your Operations?
Your Platform Should Work The Way You Do.
Show us your workflows. We’ll show you the right boosters.
See every available solution and integration.
Ready to Boost Your Operations?
Your Platform Should Work The Way You Do.
Show us your workflows. We’ll show you the right boosters.
See every available solution and integration.
Ready to Boost Your Operations?
Your Platform Should Work The Way You Do.
Show us your workflows. We’ll show you the right boosters.
See every available solution and integration.
Empowering Advisors To Enjoy Every Mile.
Phone
+1 (470) 502-5600
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.
Phone
+1 (470) 502-5600
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.
Phone
+1 (470) 502-5600
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.
Phone
+1 (470) 502-5600
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