TAMPs run on data — custodian feeds, model portfolios, advisor preferences, client accounts, billing, compliance. When that data is fragmented across systems, operations slow down, errors multiply, and advisor experience suffers. Milemarker gives TAMPs unified data infrastructure, white-label advisor and client experiences, AI insights, and workflow automation — all on open architecture.

Multi-custodian · White-label · AI + automation · Snowflake-native

The Real Problem

Multiple custodians. Multiple advisor tools. One data mess.

TAMPs are operationally complex by nature. Multiple custodians with different data formats. Portfolio accounting that doesn’t sync with billing. Advisor tools that don’t talk to each other. Home office teams manually reconciling data that should flow automatically.

The result is operational drag that limits your scale, introduces errors, and creates advisor experience problems that cost you relationships. Milemarker eliminates the fragmentation — unified data infrastructure, automated workflows, and white-label experiences built for TAMP scale.

How It Works

One data layer. Every custodian. Unlimited scale.

Milemarker normalizes TAMP operations by unifying data across every custodian, system, and advisor tool — then delivers the experience layer on top.

Multi-custodian data normalization

Every custodian feed — regardless of format, frequency, or data model — normalized into a single Snowflake-native warehouse. One source of truth for your entire TAMP operation.

White-label advisor and client portals

Experience Builder creates fully branded advisor and client experiences under your TAMP’s identity. Your advisors see your brand. Your clients see your brand. Milemarker powers the data underneath.

AI insights for advisors and home office

Navigator AI gives your team plain English access to unified TAMP data. Advisors query their book. Home office queries across the entire platform. Compliance queries for audit. No SQL required.

Workflow automation across 400+ systems

Milemarker Relay automates TAMP operations — account opening, model changes, billing runs, compliance attestations — triggered by real business events across 400+ systems. No-code.

Scalable architecture ($200B+ AUA)

Milemarker’s Snowflake-native infrastructure is purpose-built for scale. Already supporting $200B+ in AUA across firms of all sizes — TAMPs, aggregators, and enterprise RIAs.

Firm-owned data infrastructure

Your TAMP’s data lives in your own Snowflake warehouse — fully isolated, never commingled, always accessible. You own the data. You control the access. SOC 2 Type II certified.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

TAMP technology questions answered

How does this help our TAMP operations?

Milemarker normalizes data from all your custodians, portfolio accounting systems, and advisor tools into one unified warehouse. That means home office teams, advisors, and compliance all work from the same data — no manual reconciliation, no inconsistencies, no version-of-truth conflicts.

Can we white-label the advisor experience?

Yes. Experience Builder lets you build fully branded advisor and client portals under your TAMP’s identity. Your brand, your workflows, your data priorities — powered by Milemarker’s unified data infrastructure.

Does it work with multiple custodians?

Absolutely. Multi-custodian data normalization is a core capability of the Milemarker Data Engine. Custodian feeds are ingested, normalized, and unified regardless of format or frequency — giving your advisors and home office a consistent view across all custodian relationships.

How does billing data flow?

Billing data from your fee management system flows into the unified data layer alongside portfolio, custodian, and CRM data. That means billing is visible in advisor dashboards, home office reporting, and compliance workflows — without manual exports or reconciliation.

Related guides

Part of the Wealth Operations series:

• Data Platform for TAMPs: Multi-Advisor Analytics & Model Distribution

• Best TAMP Platforms in 2026: A Comprehensive Comparison

• Multi-Custodian Workflow Automation

• Centralized Advisor Platform for Wealth Management

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

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