How It Works

Milemarker connects your rebalancing tool to your custodian accounts. Trade orders from Orion, iRebal, or Tamarac pass directly to Schwab or Fidelity. Position data flows back to confirm execution. The full loop runs without manual trade ticket entry.

What You Get

• Direct connection between rebalancing decisions and custodian execution

• Real-time position data in your rebalancing tool

• Reduced trade entry errors

• Faster execution from model change to custodian confirmation

The Milemarker Edge

Milemarker is the data layer that closes the gap between portfolio management and custodian execution. Orion and iRebal talk to Schwab and Fidelity without a manual step in between.

Integrations: Schwab, Fidelity, Orion, iRebal, Tamarac
Personas: RIA