Model marketplaces work best when they’re connected to the rest of your wealth management infrastructure — portfolio accounting, trading, billing, compliance, and reporting. Milemarker ensures model data flows seamlessly across your entire stack, giving advisors, home office, and compliance teams a unified view of model adoption, performance, and drift.

Unified model data · Cross-system visibility · Drift monitoring · Audit trail

The Real Problem

Great models. Disconnected data.

Your model marketplace connects advisors to investment models. But once a model is selected, what happens to the data? Does it flow automatically to portfolio accounting? Does your compliance team have visibility into model adoption? Does billing know which accounts are using which models?

Most of the time, the answer is no — and that creates manual work, reconciliation errors, and compliance blind spots. Milemarker connects your model marketplace to the rest of your stack, so model data flows where it needs to go automatically.

How It Works

Model data. Every system. Zero manual work.

Milemarker normalizes model marketplace data into your unified data layer — connecting model allocations, performance, and drift to every downstream system automatically.

Model data unified with portfolio data

Model allocations and selections flow into the same unified data layer as portfolio accounting, custodian feeds, and CRM data. One source of truth for model-level and account-level analysis.

Cross-system performance reporting

Model performance reporting combines data from the marketplace, portfolio accounting, and custodian — giving home office and advisors a unified view without manual aggregation or export.

Drift monitoring and automated alerts

Monitor drift between model targets and actual portfolio allocations across your entire book. Automated alerts when accounts exceed defined thresholds — in advisor dashboards and home office reports.

Compliance visibility across model adoption

Compliance teams get a unified view of model adoption, suitability, and documentation status — pulled automatically from the marketplace and portfolio systems without manual reporting.

Advisor dashboard showing model allocation

Advisor Console surfaces model adoption, drift status, and performance for each account within the advisor’s book — no switching to the marketplace portal for this information.

Billing integration for model-based fees

Model selection data flows directly to billing, ensuring accurate fee calculations for model-based fee structures without manual reconciliation between the marketplace and your billing system.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Model marketplace questions answered

Does Milemarker replace our model marketplace?

No. Milemarker connects to your existing model marketplace and integrates model data into your unified data layer. The marketplace you use stays in place — Milemarker ensures the data from it flows to portfolio accounting, trading, billing, compliance, and advisor dashboards.

How does model data flow to other systems?

Milemarker’s Data Engine normalizes model data alongside portfolio, custodian, CRM, and billing data. Model allocations, changes, and performance flow to every system that needs them — automatically, in real time, with a full audit trail.

Can we monitor drift across models?

Yes. Drift monitoring is a core capability — surfacing model vs. actual allocation differences across your entire book, with automated alerts when accounts exceed defined thresholds. Visible in advisor dashboards and home office reporting.

What about billing for model-based fees?

Billing data flows through the same unified data layer. Model-based fee structures are visible alongside portfolio and account data, enabling accurate billing calculations and advisor-level reporting without manual reconciliation.

Related guides

Part of the Wealth Operations series:

• TAMP Technology Platform

• Centralized Advisor Platform for Wealth Management

• Multi-Custodian Workflow Automation

• Wealth Management Reporting Automation: From Manual Exports to Real-Time Dashboards

• Data Migration for RIAs: Moving CRM, Custodian & Portfolio Data Without Breaking Everything

• Data-Driven M&A Due Diligence for RIAs: Evaluate Acquisitions with Confidence