Plans & Pricing
Plans & Pricing
Plans & Pricing
Everything you need to scale your advisory firm’s data, insights, and experience—at your pace.
Everything you need to scale your advisory firm’s data, insights, and experience—at your pace.
Everything you need to scale your advisory firm’s data, insights, and experience—at your pace.
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...
1 User
1 Entity Brand
3 Data Sources
Data Engine
Multi-Tenant
Data Streaming
Prebuilt Data Views
Mobile Optimization
SOC 2 Compliance
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
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
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
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
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
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
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
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
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
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
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
Real Results
Boosters
Digital New Account opening
Compensation Reporting
Client Console
Personalized Investment Center
DevTools
Revenue Management (Smart Kx)
Data Transformation
Boosters
Digital New Account opening
Compensation Reporting
Client Console
Personalized Investment Center
DevTools
Revenue Management (Smart Kx)
Data Transformation
Boosters
Digital New Account opening
Compensation Reporting
Client Console
Personalized Investment Center
DevTools
Revenue Management (Smart Kx)
Data Transformation
Boosters
Digital New Account opening
Compensation Reporting
Client Console
Personalized Investment Center
DevTools
Revenue Management (Smart Kx)
Data Transformation
Feature Comparison
Feature Comparison
Feature Comparison
Pick the Milemarker™ plan that's right for you and we'll set a time to talk through it all.
Pick the Milemarker™ plan that's right for you and we'll set a time to talk through it all.
Pick the Milemarker™ plan that's right for you and we'll set a time to talk through it all.
Usage
Team Members
1
1
Unlimited
Unlimited
Unlimited
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.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
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.
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.
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.
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