Most “centralized platforms” want you to rip and replace your entire stack. Milemarker takes a different approach — we unify your data from 130+ systems into one Snowflake-native warehouse, then build the advisor experience on top. Your CRM stays. Your custodian stays. Your portfolio accounting stays. Everything just works together.

130+ integrations · Snowflake-native · SOC 2 Type II · No rip and replace

The Real Problem

Your advisors don’t have a technology problem. They have a toggling problem.

The average advisor uses 8–12 different systems every day. CRM for client data. Custodian portal for account info. Portfolio accounting for performance. Planning software for projections. Compliance tools for attestations. Billing for fees. Each one has its own login, its own data format, its own version of the truth.

The result? Advisors spend more time navigating systems than advising clients. The answer isn’t another system — it’s a layer that connects them all.

How It Works

One platform. Every system. Zero replacements.

Milemarker unifies your data and builds the advisor experience on top — without touching your existing tech stack.

Unified data layer

130+ systems normalized into one Snowflake-native warehouse. Every system speaks the same language. One source of truth across your entire firm.

Advisor Console

One screen for client data, portfolio, planning, compliance, and activity — pulled from every system in real time. No tabs. No toggling. No copy-paste.

AI-powered insights

Ask Navigator plain English questions across all your unified data. “Which clients are near retirement with over 30% equities?” Answer in seconds, not hours.

Workflow automation

Milemarker Relay triggers workflows across 400+ systems on real business events. No-code. Full audit trail. Runs automatically so your team doesn’t have to.

Custom experiences

Experience Builder lets you create advisor and client portals tailored to your firm’s workflows, branding, and data priorities — without engineering resources.

No rip and replace

Keep Salesforce, Orion, Schwab, eMoney, whatever you use. Milemarker connects them. Nothing gets replaced — everything gets connected.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Centralized platform questions answered

How is this different from Hightower One or other centralized platforms?

Most centralized platforms are proprietary desktops that replace your existing tools. Milemarker is a data and experience layer — it connects to your existing systems (130+ integrations) and builds a unified advisor experience on top. Your CRM, custodian, and portfolio accounting stay exactly where they are.

Do our advisors need to change how they work?

No. Milemarker creates a unified view across the systems they already use. Advisors can access everything from the Advisor Console or continue using individual tools — but now the data is consistent everywhere.

How long does implementation take?

Most firms are live within weeks, not months. The Data Engine connects to your existing systems via pre-built integrations — no custom development, no data migration projects.

What about security?

SOC 2 Type II certified. 256-bit encryption. Your data lives in your own Snowflake warehouse — fully isolated, never commingled with other firms.

Related guides

Part of the Advisor Experience series:

• Centralized Advisor Experience

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

• The Swivel Chair Problem: Why More Software Won't Fix It

• Single Pane of Glass for Wealth Management: What It Actually Takes

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

• How to Develop Next-Gen Advisors Without Breaking Client Trust