How It Works

Milemarker connects to your custodian feeds at Schwab, Fidelity, and Pershing. Data normalizes into a single schema that Orion or Black Diamond can consume. Consolidated reports run against one data layer instead of three separate sources.

What You Get

• Unified reporting across all custodians from one data source

• Reduced report preparation time

• Consistent data across Orion, Black Diamond, and other reporting tools

• Structured data that supports ad hoc queries

The Milemarker Edge

Milemarker is the consolidation layer that gives your reporting tools one normalized input. Schwab, Fidelity, and Pershing data lands in a single schema.

Integrations: Schwab, Fidelity, Pershing, Orion, Black Diamond
Personas: RIA, Family Office