APIs in Practice: Applications, Automations, Agents & More
Venue
Online / Virtual Workshop
Location
Virtual
This session has already aired. The full recording is available on request.
A practical walkthrough of the Milemarker API: how a firm-owned API brings custodial accounts, planning tools and CRM into one structured foundation — and what that unlocks across applications, automations and AI agents.
Featuring
Jessica Perez, VP of Growth, Milemarker
Kailash Duraiswami, Chief Technology Officer, Milemarker
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