Milemarker 1.28
We kicked off 2026 with some big moves. Here's what changed and why it matters.
The Big Stuff
Navigator AI Agents: Your data now talks back. Ask questions in plain English, get instant answers from your client and portfolio data. Think of it as an always-available analyst who already knows your book of business. No queries to write, no reports to pull — just ask.
Fidelity Data Integration: If you custody with Fidelity, your data files now flow into Milemarker automatically. Fixed-width formats, multi-client files, large volumes — all handled. One less thing on your ops team's plate.
Unified Login: One login. Every Milemarker app. Your team signs in once and gets access everywhere. Fewer passwords, less friction, simpler access management for admins.
The Details That Matter
Performance
Application startup is noticeably faster
Large workflows with many fields load and respond more quickly
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
User emails now display directly in the entitlements view
Fixed duplicate household name display
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.
Questions? Our support team is standing by. We actually read our emails.
