The Navigator Release. Your data. Your AI. Your terms.
Your firm's data is your competitive advantage—but only if you control it.
Most wealth management firms have their data scattered across custodians, CRMs, portfolio systems, and spreadsheets. When AI enters the conversation, the question becomes: how do you implement it securely, on your terms, with your data staying exactly where it belongs?
Milemarker answers that question. We give you complete control over your data, a secure AI layer through Navigator that works exclusively with your information, and the architecture to redefine how your firm works and makes decisions—without compromising security or compliance.
This release makes that vision faster and smarter.
Your exports, your way.
When you export metrics and data, they now come out exactly how you arranged them. The columns you selected, in the order you picked. No reformatting. No cleanup. Your analysis, ready to share with clients or your team exactly as you built it
Forms that keep pace with your workflow.
Dependent fields now refresh automatically when their parent values change. Select a custodian, see the right account types. Pick a strategy, see the relevant benchmarks. The platform adapts to your selections in real time, so you spend less time clicking and more time advising.
Preview fields before you build them. Know exactly what you're creating without trial and error.
Navigator runs faster.
Navigator is your secure AI layer—ask your data anything without sending sensitive client information to third-party models. This release brings performance optimizations across the entire Navigator experience. Faster responses. Smoother interactions. An AI solution that redefines how you work and make decisions, built on infrastructure you control.
Reports with full grid capabilities.
Every sorting, filtering, and interaction feature in Milemarker Data Views is now available in your reports. Drill into the details. Reorganize on the fly. Present client-ready reports built from the same powerful data layer that runs your entire firm.
More control over your brand.
Background overlay gradients give you finer control over your visual presentation. Create depth and hierarchy in client-facing experiences that reflect your firm's identity.
Events in Content Management.
New event management capabilities for client communications, webinars, and firm announcements—all managed from the same platform.
Improvements Under the Hood.
Overview layouts display correctly across configurations
Workflow forms render cleanly without header overlap
Workflow details visible in all container types
Smoother navigation throughout request forms
More reliable data handling during form prepopulation
The Navigator Release. Your data. Your AI. Your terms.
Not yet a Milemarker client?
Your firm needs AI that works on your terms. Navigator lets you ask your data anything—client performance, portfolio trends, compliance questions—without sacrificing control or security.
