How It Works

Milemarker connects to your custodian accounts at Schwab, Fidelity, and Pershing to pull AUM data at billing dates. It normalizes assets under management into a structured format that Orion's billing engine consumes. Fee calculations run against current, complete data. Billing completes in hours.

What You Get

• Automated AUM extraction at each billing period

• Normalized assets across Schwab, Fidelity, and Pershing

• Faster billing completion with fewer manual touchpoints

• Auditable AUM data that supports fee reconciliation

The Milemarker Edge

Milemarker is the data layer that makes multi-custodian fee billing reliable. AUM data from Schwab, Fidelity, and Pershing feeds your billing system on time.

Integrations: Schwab, Fidelity, Pershing, Orion
Personas: RIA, TAMP