Milemarker 1.28
We kicked off 2026 with some foundational upgrades — the kind that change how your team works with Milemarker every day.
Navigator AI Agents
Your data now talks back. Navigator AI Agents are intelligent assistants built directly into the platform. Ask questions in plain English, get instant answers from your client and portfolio data. Think of it as having an always-available analyst who already knows your book of business. No queries to write, no reports to pull — just ask and get answers.
Fidelity Data Integration
Automated Fidelity data processing is here. If you custody with Fidelity, your data files now flow into Milemarker automatically. We handle the fixed-width formats, multi-client files, and large data volumes — no manual transformation needed. One less thing on your ops team's plate.
Unified Login
One login. Every Milemarker app. Your team now signs in once and has access across all Milemarker applications. For admins, that means simpler access management. For everyone else, it means fewer passwords and less friction getting to work.
Performance That You Can Feel
We made the whole application noticeably faster:
Startup is quicker across the board
Large workflows with many fields load and respond faster
Smarter loading ensures all options are ready before you start making selections
User & Entitlement Management
Bulk paste for entitlements — copy and paste multiple values at once instead of entering them one by one. User emails now display directly in the entitlements view so you can verify assignments without switching screens.
What This Means for You
If you're a firm leader: Navigator AI gives your team instant access to answers that used to require a data analyst or custom report.
If you're in operations: Fidelity automation and bulk entitlement management remove hours of manual work from your week.
If you manage access: Unified Login simplifies your security posture and reduces support tickets from forgotten passwords.
Questions? Our support team is standing by.
