Case Studies
Meet the firms partnering with Milemarker.
Trusted by thousands of advisors, today's top advisor platforms, and growing wealth management companies.
Customer Story
RFG Advisory: how an enterprise RIA turned its data layer into a product
Industry
RIA Platform
Company Size
135+ advisors
Founded
2003
20+
Hours reclaimed each week per advisor on the RFG platform — ClickONE™ and its integrated tools
10+
Integrated data sources unified into a single data cloud RFG owns
Customer Story
RFG Advisory: how an enterprise RIA turned its data layer into a product
Industry
RIA Platform
Company Size
135+ advisors
Founded
2003
20+
Hours reclaimed each week per advisor on the RFG platform — ClickONE™ and its integrated tools
10+
Integrated data sources unified into a single data cloud RFG owns
Customer Story
RFG Advisory: how an enterprise RIA turned its data layer into a product
Industry
RIA Platform
Company Size
135+ advisors
Founded
2003
20+
Hours reclaimed each week per advisor on the RFG platform — ClickONE™ and its integrated tools
10+
Integrated data sources unified into a single data cloud RFG owns
Why wealth teams switch to Milemarker.
100%
Data Ownership
100%
Data Ownership
Total
Support for implementation, training and iteration.
Total
Support for implementation, training and iteration.
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Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
