How It Works

Milemarker ingests structured data from Schwab and Fidelity for traditional holdings. It connects alternative investment feeds from Addepar and other sources. All positions normalize into one consolidated schema that Orion can consume. Traditional and alternative holdings report together.

What You Get

• Consolidated view of traditional and alternative holdings in one report

• Alternatives that appear alongside custodian-held positions

• Normalized alternative data in your existing reporting tool

• Auditable data trail from source to report

The Milemarker Edge

Milemarker is the infrastructure layer that connects custodians and alternative data sources to your reporting stack. Addepar and Schwab feed the same normalized schema.

Integrations: Schwab, Fidelity, Orion, Addepar
Personas: Family Office, RIA