How It Works

Milemarker connects to Schwab, Fidelity, and Pershing to ingest position and transaction data. It normalizes the data into a structured format that Orion, Black Diamond, and Addepar consume. Each accounting system stays in sync on your schedule without manual reconciliation.

What You Get

• Current position and transaction data in your accounting system

• Normalized custodian data across multiple providers

• Reduced month-end reconciliation time

• Consistent accounting data across Orion, Black Diamond, and Addepar

The Milemarker Edge

Milemarker is the sync layer between custodians and portfolio accounting systems. Schwab, Fidelity, and Pershing feed Orion, Black Diamond, and Addepar without gaps.

Integrations: Schwab, Fidelity, Pershing, Orion, Black Diamond, Addepar
Personas: RIA, TAMP