Every vendor promises a "single pane of glass." Most fail because they try to be the glass — replacing your CRM, your custodian feeds, your portfolio system with their proprietary desktop. The real approach: unify the data from your existing systems, then build the pane of glass on top. Keep what works. Connect what doesn't.

130+ systems unified · Snowflake-native · Your data, your warehouse

Why Most Single Pane Approaches Fail

The glass is only as good as the data behind it

There are three common approaches to a single pane of glass — and two of them fail. Approach 1: Buy a proprietary all-in-one desktop. Problem: you lose best-of-breed capabilities and create vendor lock-in. Approach 2: Build custom integrations in-house. Problem: expensive, brittle, and creates technical debt. Approach 3 (Milemarker): Unify all data in a Snowflake-native warehouse via pre-built connectors, then build the advisor experience on top.

You keep every tool. The data just finally agrees.

What a Real Single Pane Requires

Six things a real single pane of glass must have

Most "unified desktops" skip the hard parts. Here's what actually has to be true for the pane to work.

Unified data foundation

Every system's data normalized into one model. Accounts, households, advisors, holdings — all speaking the same language before the glass is built on top.

Pre-built connectors

130+ integrations to CRMs, custodians, portfolio accounting, planning, compliance, and billing. No custom API work required on your side.

Real-time data flow

Not batch files or overnight syncs. Data flows continuously from source systems to the unified layer — so the glass shows what's true right now, not last night.

Firm-owned data

Your data lives in your Snowflake warehouse — not the vendor's cloud, not commingled with other firms. You own it, you control it, you can use it however you need.

Customizable experience layer

The pane of glass should look like your firm, not the vendor. Experience Builder lets you design exactly what advisors see — by role, team, or use case.

AI and automation on top

Once data is unified, Navigator AI answers questions across all of it. Milemarker Relay automates workflows across all of it. The pane of glass becomes intelligent.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Single pane of glass questions answered

How is this different from Advisor360 or InvestCloud?

Those platforms are proprietary advisor desktops — you use their tools or you don't get the single pane. Milemarker connects to your existing tools (130+) and builds the experience on top. You keep Salesforce, Orion, Schwab — everything stays.

We already have a data warehouse. Can Milemarker work with it?

Milemarker is Snowflake-native. If you already have Snowflake, we can work with your existing warehouse. If not, we provision one for you — and you own it.

What does the advisor actually see?

A customizable dashboard showing client data, portfolio, planning status, activity history, compliance flags, and billing — all live, all from your actual systems. No exports, no PDFs, no stale data.

Does this work for multi-custodian firms?

Yes. Milemarker normalizes data across Schwab, Fidelity, Pershing, and other custodians automatically. The advisor sees one unified view regardless of custodian.

Related guides

Part of the Wealth Operations series:

• Centralized Advisor Platform for Wealth Management

• Centralized Advisor Experience

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

• Unified Data Model for Wealth Management: The Foundation for Analytics & AI

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

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