The Flow Release
This one's about removing friction. Faster workflows. Smarter forms. Better charts. A dozen small improvements that add up to a platform that just moves.
New or Enhanced Integrations
Eaglebrook
Crypto data, meet the rest of the portfolio. This integration brings digital asset data from Eaglebrook's SMA platform directly into Milemarker—unified reporting, performance analytics, and tax optimization insights across traditional and digital assets. One view. The whole picture.
Altruist
Modern custody deserves modern data. Altruist clients can now connect their custodial data with CRM, planning, and operational systems through Milemarker's platform. Unified analytics, streamlined compliance reporting, and business intelligence that actually shows you how your practice is performing. Modern custody, fully connected.
Investment Center gets an export button.
Your data. Out of the platform. Wherever you need it.
We also fixed the filters (they work now) and stopped the footer from hiding things at the bottom of the page. Small stuff, but annoying when it's broken.
Forms got a lot of love.
Switch clients? Your form still loads the right data. Edit a field? It actually saves now. Click a row in the table? Goes straight to edit. Preview a field before you build it? Yep.
Oh, and sections show up when editing records. They weren't before. Now they do.
Workflows move faster.
Big forms with lots of fields used to drag. Not anymore. And when you submit one form, you can immediately start another—nice when you're cranking through a stack.
Calendar knows how long things last.
Multi-day events finally show sensible start and end times. Plus there's a country selector now. United States is at the top because, statistically, that's probably what you want.
Data Views are easier to wrangle.
The column picker has more room to breathe. Expanding rows works better. Small improvements, big difference when you're living in tables all day.
Metrics and charts leveled up.
Drill into a metric and now you get bar charts. Line charts support distinct counts. And bar charts play nicer with standardized data. More ways to see what's happening.
Page Builder, simplified.
Card settings live in one spot now. One place for everything. Cleaner interface, faster building.
Managing users, faster.
Bulk updates are here. Edit a bunch of people at once. CSV imports are more flexible too—map the fields you need, ignore the rest.
The foundation.
Email delivery is solid. Audit tracking is sharper. Task processing is more stable. Mobile nav works. Loading states are smoother. The boring work that makes everything else feel fast.
