Most advisor platforms are closed ecosystems — you use their tools or you don’t get the unified experience. Milemarker is open architecture: it connects to 130+ systems your firm already uses, unifies the data in your Snowflake warehouse, and builds the advisor experience on top. Your CRM stays. Your custodian stays. Your portfolio accounting stays. Everything just works together.

130+ integrations · Any CRM · Any custodian · Your Snowflake warehouse

Closed Platforms Create New Problems

You wanted one screen. You got vendor lock-in.

The promise of a unified advisor platform is powerful. But most platforms deliver it through a closed ecosystem — their CRM, their portfolio tools, their planning integration, their data store. You get one screen, but you also get: vendor lock-in (hard to leave), data you don’t own (lives on their infrastructure), limited integrations (only what they’ve built connectors for), and a long implementation (migration takes months).

Open architecture flips this: connect to what you have, unify the data, build the experience. Keep the tools that work. Replace the gaps between them.

How It Works

Connect everything. Replace nothing.

Open architecture means Milemarker adapts to your stack — not the other way around.

Connect, don’t replace

130+ pre-built integrations. Salesforce, Orion, Schwab, eMoney, Redtail, Black Diamond, Fidelity, and more. Keep every tool that’s working.

Firm-owned data

Your Snowflake warehouse, your infrastructure. Portable if you ever need to move. Never commingled with other firms’ data.

Custom advisor experience

Experience Builder designs the interface your firm needs. Your branding, your workflows, your data priorities — without engineering resources.

AI across everything

Navigator AI queries across all connected systems in plain English. Not limited to one vendor’s data — it sees everything you’ve connected.

Automation across everything

Milemarker Relay triggers workflows across 400+ systems. One event, every downstream system updated — across every tool in your stack.

Future-proof

Add or switch tools anytime. Milemarker adapts because it connects to systems, not replaces them. No re-implementation when your stack evolves.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Open architecture questions answered

What does “open architecture” mean in practice?

It means Milemarker connects to whatever tools your firm uses — any CRM, any custodian, any portfolio system, any planning tool. You’re not locked into our ecosystem. You’re not forced to use specific vendors. The data layer is the constant; the tools above it can change.

How is this different from just buying integrations?

Integrations connect Point A to Point B. Milemarker unifies ALL your data into one normalized model, then builds experiences, AI, and automation on top. It’s not integration — it’s unification.

We’re an aggregator with 20 firms on different stacks. Does this work?

Yes. That’s one of the strongest use cases. Each firm keeps its own tools. Milemarker unifies the data across all of them, giving you enterprise visibility without forcing tech standardization.

What if a vendor isn’t in your 130+ integrations?

We build new connectors regularly. If your system has an API, we can connect it. The open architecture means the platform grows with the ecosystem.

Related guides

Part of the Advisor Experience series:

• Centralized Advisor Platform for Wealth Management

• The Hidden Costs of a Proprietary Advisor Desktop

• Vendor Lock-In Is the Real Cost of Your Wealth Management Platform

• Centralized Advisor Platform for Aggregators

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

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