Platform

Solutions

Resources

Enterprise

Pricing

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Platform

Enterprise

Solutions

Resources

Pricing

Get Demo

Milemarker™ Pricing

Milemarker Pricing

Flexible Plans for RIAs & Enterprise

See exactly what Milemarker costs. Plans that fit your firm.

See Which Package Is Best For You

See Which Package
Is Best For You

See Which Package Is Best For You

View Pricing

Starter

What's Included...

1 User

1 Entity Brand

3 Data Sources

Data Engine

Multi-Tenant

Data Streaming

Prebuilt Data Views

Mobile Optimization

SOC 2 Compliance

Get Started

Premium

Everything in Starter+

Advisors & Support Users

5 Total Data Sources

Advisor & Executive Console

Client Level Insights

Client Profile View

Multi-Brand Option

Command Center

Bidirectional Workflow

Dynamic Case Resolution

Content Management System

Trade Center

Springboard SSO

Usage Visibility by Role/Firm

AppLink Real-Time Sync

Ongoing Integration Support

Growth Metrics

Revenue Insights

Get Started

Enterprise

Everything in Premium +

Unlimited Users/Roles

Unlimited Data sources

Personalized Consoles/Views

Dedicated Strategist

Native BI Tool Support
(Power BI, Sigma, Tableau, etc.)

Anonymization

Dedicated Team

Personalized Investment Center

DevTools

Custom Field Type

Custom Workflows

Get Started

Enterprise

Everything in Premium +

Unlimited Users/Roles

Personalized Consoles/Views

Native BI Tool Support
(Power BI, Sigma, Tableau, etc.)

Dedicated Team

DevTools

Custom Workflows

Unlimited Data Sources

Dedicated Strategist

Anonymization

Personalized Investment Center

Custom Field Type

Get Started

Real Results

Boosters

Digital New Account opening

Compensation Reporting

Client Console

Personalized Investment Center

DevTools

Revenue Management (Smart Kx)

Data Transformation

Talk With Milemarker™

Boosters

Digital New Account opening

Compensation Reporting

Client Console

Personalized Investment Center

DevTools

Revenue Management (Smart Kx)

Data Transformation

Talk With Milemarker™

Boosters

Digital New Account opening

Compensation Reporting

Client Console

Personalized Investment Center

DevTools

Revenue Management (Smart Kx)

Data Transformation

Talk With Milemarker™

Milemarker™

Feature Comparison

Pick the Milemarker™ plan that's right for you and we'll set a time to talk through it all.

Starter

Get Started

Premium

Get Started

Enterprise

Get Started

Usage

Team Members

Unlimited

Team Members

Manage & report on multiple office locations within a single platform instance.

Data Engine

Columnar Storage

Fast, efficient storage format optimized for analytics

Separation of Storage & Compute

Scalable infrastructure—grow data independently of compute

Encryption at Rest & In Transit

AES-256 encryption powered by Snowflake with optional customer-managed keys

Virtual Warehouses

Dedicated compute resources for query performance & flexibility

Elastic Auto-Scaling

Automatically adjusts based on workload needs

Email to Warehouse

Send Emails Directly to the Milemarker™ Data Engine for storage & analysis

Change Data Capture

Track & capture changes in data in real time for syncing or replication.

File Ingestion

Upload data directly to the Milemarker™ Data Engine with a simple, no code interface

Usage Visibility by Role/Firm

Granular insights into storage & compute by user, system, or org

Time Travel

Access historical versions of data or recover lost records

Zero-Copy Cloning

Create dev/test environments without duplicating storage

AppLink Real-Time Sync

Stream systems like CRM, custodial, planning, & more into Snowflake

Native BI Tool Support (Power BI, Sigma, Tableau, etc.)

Connect directly to your preferred analytics platforms

Access to Snowflake Marketplace

Optional access to third-party datasets via Snowflake Marketplace

Role-Based Access Control (RBAC)

Permissions at table, column, & row levels

Dynamic Data Masking

Mask sensitive data based on roles & policies

Full Audit Logging

Transparent access logs for compliance & monitoring

Prebuilt Data Views (CRM, Custody, Planning)

Milemarker™ maintained views to enable ready-to-review data

Connect to Milemarker™ Console

Integrated with Milemarker™ Console for insights + support for other BI tools

Integrations

API

Leverage secure APIs to push & pull data between Milemarker™ & your critical systems in real time.

Data Streaming

Enable continuous, high-frequency data flow from source systems into your Milemarker™ environment for up-to-date insights.

Robotic Data Gathering

Automate data collection from platforms with limited export capabilities using intelligent robotic workflows.

Flat File

Easily ingest & normalize flat files (CSV, XLSX, etc.) through scheduled or on-dem& uploads.

Screen Scraping

Extract data from user interfaces in legacy or restricted systems where APIs are unavailable.

Document Vault

Securely store & organize key firm documents & files, enabling retrieval & analysis alongside client data.

130+ Available Integrations

Connect with over 130 pre-built integrations across the wealthtech & business ecosystem, from CRMs to custodians & planning tools.

Ongoing Integration Support

Get proactive support & updates to keep your integrations running smoothly as platforms evolve.

Data Refresh Management

Manage how & when your data refreshes across systems, ensuring consistency, timeliness, & performance.

Security

Encryption

All data is encrypted in transit & at rest using industry-standard protocols to ensure maximum confidentiality & integrity.

Continuous Monitoring

Our systems are monitored 24/7 for unusual activity, performance anomalies, & potential threats, ensuring proactive security management.

Penetration Testing

Regular penetration tests by independent experts help identify & resolve vulnerabilities before they become risks.

2FA

Protect user access with an additional layer of authentication to safeguard credentials & prevent unauthorized entry.

SOC 2 Compliance

Milemarker™ meets SOC 2 Type II standards, demonstrating our commitment to securely managing data to protect client privacy.

AWS Shield & WAF

Built-in DDoS protection & a Web Application Firewall (WAF) provide powerful defense against external threats & malicious traffic.

Encrypted KMS & Private Networking

Leverage AWS Key Management Service (KMS) for secure encryption key h&ling & isolate traffic within private network boundaries.

Multi-Region Redundancy

Ensure high availability & disaster recovery with infrastructure replicated across multiple AWS regions.

IAM-Based Access Controls

Fine-grained Identity & Access Management (IAM) policies restrict user permissions based on roles & responsibilities, enforcing least-privilege access.

DevTools

One-Command Deployment

Deploy fully functional metrics & features with a single Command—ideal for rapid scaling & streamlined development.

CLI Extensibility

Extend the Console’s capabilities with Command-line tools that plug into your existing dev workflows & tooling.

Custom Search Index

Create tailored search experiences by indexing exactly what matters to your firm—across dashboards, documents, & data.

Instant Metric Generator

Build dashboards with metrics your team trusts—auto-generated & accessible everywhere your data lives.

Support

Premium Support

Get access to high-priority, fast-response support with expert assistance on platform usage, troubleshooting, & best practices.

Account Manager

A dedicated point of contact to ensure your team is getting the most value from Milemarker™, aligned with your goals & timelines.

Dedicated Strategist

Collaborate with a Milemarker™ strategist to map business goals to data workflows, integrations, & adoption success.

Dedicated Designer

Partner with an in-house designer to ensure your dashboards & client-facing experiences are beautifully branded & intuitive.

Extras

Remove Milemarker™ branding

Deliver a fully white-labeled experience—your platform, your brand, no Milemarker™ references.

Custom Domains

Use your own domain names to deliver a seamless branded experience across portals, dashboards, & workflows.

Regular Release Notes

Stay up to date with every enhancement, fix, & new feature via consistent, easy-to-digest product release updates.

Console

Multi-Tenant Platform

Power data across multiple environments to properly reflect data to the appropriate brand, users & business rules.

Executive Console

View, report & automate insights across your business.

Valuation Console

View & manage firm valuation metrics in real-time, combining operational & financial data into a centralized valuation dashboard.

Advisor Console

Provide advisors with personalized dashboards, performance views, & tools tailored to their book of business.

Client Console (Coming Soon)

Deliver a secure, intuitive portal for clients to view investments, documents, & engage with their advisory team.

Mobile Optimization

Access the full power of the Console from any device with a responsive design built for performance on the go.

Custom HTML Support

Add embedded tools, widgets, or brand elements using custom HTML to tailor dashboards & pages to your exact needs.

Microsoft Login Support

Enable secure single sign-on using Microsoft credentials for seamless user access.

Okta Integration

Connect Okta for advanced identity management & enterprise-grade user provisioning.

In App Onboarding

Self guide your configuration of setting up dashboards, workflows, & data views with an intuitive in-app onboarding experience.

Experience Builder

Columnar Storage

Create branded, data-rich pages using a visual builder—no coding required. Embed widgets, charts, & dynamic content with ease.

Menu Manager

Design & control top-level navigation across your application, with drag-&-drop simplicity & full branding flexibility.

Sub Menu Management

Create intuitive, nested navigation experiences to organize complex content & workflows for advisors & clients.

Springboard SSO Center

Provide one-click access to your firm’s core tools through a secure, branded single sign-on hub directly within the console.

Content Management System

WYSIWYG Editor

Easily create & edit content using a What-You-See-Is-What-You-Get editor—perfect for publishing updates, announcements, & thought leadership.

Unlimited Posts

Publish as much content as you need—announcements, education, commentary—without hitting limits or extra fees.

Video Post Support

Embed & publish videos directly in your content to engage your audience with rich, multimedia experiences.

Podcast Integration

Connect your podcast feed & automatically publish episodes into your client or advisor experience.

Media Manager

Upload, organize, & manage all your media assets—images, PDFs, videos, & documents—in one place. Seamlessly connect content to your pages, dashboards, & workflows for a unified experience across your platform.

Flexible Categories

Organize your content with custom categories, making it easy for users to browse & find relevant material.

Unlimited Authors

Empower your entire team to contribute content with multi-author support, complete with roles & permissions.

Command Center

Firm Help Desk

Unify all requests in an easy to manage Help Desk experience.

Dynamic Workflow Builder

Drag-&-drop interface to create, edit, & reorder forms in real time.

Bi-Directional Task Flow

Send & receive tasks from your current help desk solutions like Salesforce, Zoho, Zendesk & more.

Conditional Logic

Show/hide fields, set validations, or change options based on user inputs.

Custom Workflow Naming

Control your branding/naming for your workflows to maintain consistency across your firm.

Multi-Step & Wizard Forms

Break large forms into logical steps with progress tracking.

Advanced Validation Rules

Built-in & custom validations, including regex & async checks.

Dynamic Case Resolution

Complete, Approve & Transmit Case Resolution from Milemarker™.

Field-Level Permissions

Set read/write access by role or condition.

Data Binding & Prefill

Auto-fill form fields using user data, APIs, or saved sessions.

API Integrations

Submit data directly into Milemarker™’s workflow engine or external systems.

Autosave & Draft Mode

Preserve user progress even if the form is not submitted.

Custom Field Types

Tailor forms for investing, planning, onboarding, & more.

Deploy Forms Across Tenants

Control which offices & advisors have which forms visible.

Investment Center

Unified Investment Center

Combine public markets, alternatives, insurance, 401(k), donor-advised funds, & more into one streamlined view.

Model Integration

Integrate & manage model portfolios seamlessly across custodians & platforms.

Investment Experience Builder

Create tailored investment flows to match your firm’s unique strategy & client experience.

Trading Workflow Integration

Connect your investment center with trading systems for real-time trade generation & execution.

Analytics Integration

Integrate your analytics provider of choice for deep portfolio insights & performance tracking.

Insurance Integration

Include annuities & insurance solutions directly in your client investment experience.

Alternatives Integration

Seamlessly integrate private equity, real estate, venture, & other alternatives into your offering.

Fund Curation + Comparison Tools

Filter & compare strategies by values, fees, liquidity, & other key metrics to align with client needs.

Alternative Fund Onboarding

Onboard investors into private funds with guided, compliance-ready workflows.

Configurable Dashboards + Reporting

Deliver advisor-facing dashboards with customizable data views & automated reporting.

Customizable Investment UI/UX

A beautiful, branded experience across all client & advisor touchpoints, tailored to your firm’s design.

New Account Opening

Unified Investment Center

Combine public markets, alternatives, insurance, 401(k), donor-advised funds, & more into one streamlined view.

Orion Integration

Milemarker™ automatically creates households, registrations, & accounts in Orion once documents are signed.

Salesforce Integration

Instantly creates household, registration, account, & trading records in Salesforce—no manual entry needed.

Box Integration

Signed documents are automatically saved in the correct household folder in your firm’s Box account.

Schwab Integration

Automatically pulls Schwab account numbers & tracks opened accounts per advisor.

Custom Form Engine

Build custom account opening forms using a drag-&-drop form builder—no coding required.

Custom Form Document Mapping

Map Schwab & other custom documents directly to your form fields to streamline document generation.

Client Pre-Population

Auto-fill forms with client data pulled from Orion to save time & reduce manual entry.

Reusable Account Numbers

Reuse Schwab account numbers from incomplete or canceled workflows to avoid waste.

Account Numbers Tracker

View Schwab account number status—including expiration, availability, & usage history.

Import/Export Field Mapping

Easily import or export field mappings via CSV for faster setup & updates.

Workflow Builder with Types

Create tailored workflows for specific advisors, teams, or firm-level requirements.

Kill Switch & Custom Permission

Instantly disable workflows & manage access with user-specific visibility settings.

Kill Switch & Custom Permission

Use Orion user permissions to ensure the right advisor is tied to the account being opened.

Portfolio Allocation Information

Define investment sleeves, restrictions, & cash allocations during account setup.

Account Restrictions & Sleeve Setup

Automatically push sleeve & restriction settings into Orion as soon as DocuSign is completed.

Trade Center

FIX Trading Overlay

Leverage the power of select FIX Trading platforms from a unified interface.

Unified Trading Dashboard

View & manage trades, allocations, & restrictions in one place.

New Funding Alerts

Get real-time notifications when new deposits hit accounts.

Smart Validations

Auto-checks for trade timing, holidays, 100% allocation, unsettled trades, & more.

Bulk Trading Support

Rebalance across multiple accounts at once.

Model Sleeving + Access Control

Assign % targets via sleeves; advisors only see models they’re approved to use.

Custom Rules Engine

Built-in trade timing, holiday calendars, & flagged ticker restrictions.

Audit Logging

Track every change by user, account, & timestamp.

Submitted Trades Tracker

Monitor every trade from draft to settlement.

Frequently Asked Questions

Common questions about Milemarker pricing and platform capabilities.

How does Milemarker pricing work?

Milemarker pricing is based on firm size and the number of integrations you need. Every plan includes access to the Data Engine, Console, and core integrations. Contact our team for a custom quote tailored to your firm's specific needs and tech stack.

What's included in every Milemarker plan?

All plans include access to the Milemarker Data Engine (powered by Snowflake), the Console for dashboards and reporting, core integrations with major custodians and CRMs, SOC 2 Type II security compliance, and dedicated onboarding support.

How long does implementation take?

Most firms are fully onboarded within 4-6 weeks. Milemarker's 130+ pre-built integrations mean there's no custom development required for standard connections.

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, Omaha & Portland.

Partners

Resources

Blog

Events

Podcast

Newsletter

Case Studies

Release Notes

Documentation

California Policy

Cookie Policy

GDPR Policy

Company

About Milemarker™

Leadership

Awards

Careers

Media Kit

Enterprise

Pricing

Contact

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.

Terms & Conditions

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, Omaha & Portland.

Partners

Resources

Blog

Events

Podcast

Newsletter

Case Studies

Release Notes

Documentation

California Policy

Cookie Policy

GDPR Policy

Company

About Milemarker™

Leadership

Awards

Careers

Media Kit

Enterprise

Pricing

Contact

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.

Terms & Conditions

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, Omaha & Portland.

Partners

Resources

Blog

Events

Podcast

Newsletter

Case Studies

Release Notes

Documentation

California Policy

Cookie Policy

GDPR Policy

Company

About Milemarker™

Leadership

Awards

Careers

Media Kit

Enterprise

Pricing

Contact

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.

Terms & Conditions

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, Omaha & Portland.

Partners

Resources

Blog

Events

Podcast

Newsletter

Case Studies

Release Notes

Documentation

California Policy

Cookie Policy

GDPR Policy

Company

About Milemarker™

Leadership

Awards

Careers

Media Kit

Enterprise

Pricing

Contact

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.

Terms & Conditions

Platform

Solutions

Resources

Enterprise

Pricing

Platform

Enterprise

Solutions

Resources

Pricing

Milemarker™ Pricing

Milemarker Pricing

Milemarker Pricing

Flexible Plans for RIAs & Enterprise

Flexible Plans for RIAs & Enterprise

See Which Package Is Best For You

See Which Package Is Best For You

See Which Package Is Best For You

Starter

What's Included...

Get Started

Premium

Everything in Starter+

Get Started

Enterprise

Everything in Premium +

Get Started

Enterprise

Everything in Premium +

Get Started

Real Results

Boosters

Talk With Milemarker™

Boosters

Talk With Milemarker™

Boosters

Talk With Milemarker™

Milemarker™

Feature Comparison

Feature Comparison

Starter

Get Started

Premium

Get Started

Enterprise

Get Started

Usage

Data Engine

Integrations

Security

DevTools

Support

Extras

Console

Experience Builder

Content Management System

Command Center

Investment Center

New Account Opening

Trade Center

Frequently Asked Questions

How does Milemarker pricing work?

What's included in every Milemarker plan?

How long does implementation take?

Empowering Advisors To Enjoy Every Mile.

Phone

Mailing Address

Legal Address

Built by Teams In:

Partners

Platform

Solutions

Resources

© 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 AdvisorsTo Enjoy Every Mile.

Phone

Mailing Address

Legal Address

Built by Teams In:

See Which Package
Is Best For You

Empowering Advisors
To Enjoy Every Mile.