
Highlights ✨
Three new connections — Zoho CRM, Slant and eMoney planning data now flow into your firm's own database
Ready for Betterment's next format — goal-level data is already loading ahead of Betterment's November change, with nothing for your firm to do
Want the details? Customers can read the full release notes on docs.milemarker.co (sign-in required). New to Milemarker? Talk to our team for a walkthrough.


