Off-the-shelf advisor platforms give every firm the same interface. Milemarker gives you the tools to build the advisor experience your firm actually needs — Advisor Console for the unified client view, Experience Builder for custom workflows and branding, Navigator AI for intelligent queries, and Milemarker Relay for automated operations. All powered by unified data from 130+ systems.

Custom workflows · Custom branding · AI built in · 130+ integrations

The Real Problem

Your firm isn’t generic. Your advisor experience shouldn’t be either.

Every wealth management firm operates differently. Different service models. Different client segments. Different workflows. Different priorities. Yet most advisor platforms force every firm into the same interface, the same navigation, the same data views — regardless of how the firm actually works.

The result: advisors work around the platform instead of through it. They build workarounds. They toggle between systems. They miss information that’s there but buried. Milemarker gives you the tools to build an advisor experience that actually fits your firm.

How It Works

Built for your firm. Powered by everything.

Milemarker’s four products work together to create an advisor experience that’s uniquely yours — unified data, custom interface, AI queries, and automated workflows.

Advisor Console (unified client view)

One screen for every client data point across all systems — CRM, custodian, portfolio, planning, compliance, billing, activity. No tabs, no toggling, no copy-paste. Real time, always current.

Experience Builder (custom design)

No-code tooling to build custom advisor portal layouts, navigation, workflows, and data views. Design the interface that matches your firm’s service model — not a vendor’s generic template.

Navigator AI (plain English queries)

Ask plain English questions across your unified data and get answers in seconds. “Which clients have over $2M in assets and no estate plan?” No SQL. No data team. Just answers.

Milemarker Relay (workflow automation)

Automated workflows triggered by real business events across 400+ systems. No-code. Full audit trail. Onboarding, reviews, compliance attestations, notifications — running automatically.

Role-based views (advisor vs ops vs compliance)

Advisors, operations, and compliance teams each get an experience optimized for their role — surfacing the right data and workflows for their job, not a one-size-fits-all screen for everyone.

Built on unified data (not just CRM)

Every element of the advisor experience draws from 130+ integrated systems — not just CRM data. Portfolio, custodian, planning, compliance, billing — all unified, all accessible.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Advisor experience platform questions answered

How customizable is the advisor experience?

Fully customizable. Experience Builder lets you design advisor portal layouts, navigation, data views, and workflows without engineering resources. You control what data appears, in what order, and for which roles. Advisor Console provides the unified client view as the foundation, and Experience Builder layers your firm’s specific workflows on top.

Can different roles see different things?

Yes. Milemarker supports role-based views — advisors see their book and client data, operations teams see workflows and task queues, compliance teams see audit and attestation views, and home office sees firm-wide analytics. Each role gets the experience optimized for their work.

How is this different from a CRM?

A CRM is one system in your stack that stores relationship and contact data. Milemarker’s advisor experience platform unifies data from your CRM and 130+ other systems — portfolio accounting, custodians, planning, compliance, billing — into one advisor interface. The CRM stays; Milemarker builds the unified experience on top of everything.

What data powers the experience?

The Milemarker Data Engine unifies data from 130+ systems into a single Snowflake-native warehouse. Every element of the advisor experience — client views, dashboards, AI queries, workflow triggers — draws from that unified foundation in real time.

Related guides

Part of the Advisor Experience series:

• Centralized Advisor Experience

• Centralized Advisor Platform for Wealth Management

• Advisor Desktop Software

• Open Architecture Advisor Platform

• Breaking Down Data Silos in Wealth Management: The Advisor's Guide

• Advisor Tab Fatigue: What It's Costing Your Firm