Highlights ✨

Lock the pages your firm depends on — protect key dashboards from accidental changes, and unlock them when you need to edit

Requests filed under the right person — when a team member submits on an advisor's behalf, the work lands with the advisor

Gather files from anywhere — attach files from several folders to a single request message

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.