Milemarker 1.29

This one's big. We rebuilt the charting engine from the ground up and added nearly a dozen new chart types. Your data deserves better than pie charts and line graphs.

The Big Stuff

New Charting Engine: Faster, more flexible, and built for the chart types wealth management firms actually need. Every chart loads quicker and looks sharper.

10+ New Chart Types: Scatter & bubble, waterfall, range, radar, box plot, heatmaps, histograms, hierarchical, bar & column — all with full customization. You can even create charts directly from any data grid without leaving the page.

Multi-Step Workflow Forms: Build processes that span multiple stages, each with structured form data. New account opening, client onboarding, compliance reviews — guide users through each step, collecting the right information at the right time.

Customizable Login Screens: Your login page is often the first thing clients see. Now you can customize it with gradient overlays and your firm's branding. First impressions matter.

The Details That Matter

Charts & Visualization

• Pagebuilder-based filtering now available on the reports page

• Consolidated metric display requests into a single API call for faster loading

• Add charts directly from the Page Builder "Add to Elements" menu

Workflows & Forms

• Structured form data sent with workflow request submissions for richer automation

• Data projections for transforming and mapping data within workflows

• Custom form control buttons for multistep navigation

Platform Polish

• CSV export handling improved for large datasets

• Unified automation branding to Milemarker Automation across all UI

• Hierarchical chart rendering fixes

What This Means for You

If you're building dashboards: You now have the visualization toolkit to present data in ways that actually drive decisions — not just fill slides.

If you're designing workflows: Multi-step forms let you digitize complex processes that previously required email chains and manual handoffs.

If you present to clients: Better charts + branded login = a polished experience from the moment they log in.

Questions? Our support team is standing by. We actually read our emails.