Accurate Sleeve-Level UMA Reporting Without the Spreadsheet Workarounds
Sleeve-level UMA reporting breaks when data lives across disconnected systems. Milemarker structures the data layer so each sleeve reports accurately.
How It Works
Milemarker connects to Orion, Tamarac, and Envestnet to ingest UMA sleeve data. It normalizes each sleeve's holdings, allocations, and performance into a structured schema. Reports pull from one data layer instead of reconciling across disconnected sources.
What You Get
Accurate sleeve-level reporting across all UMA accounts
Normalized data from Orion, Tamarac, and Envestnet in one schema
Reduced reconciliation time for sleeve-level attribution
Structured data that supports billing at the sleeve level
The Milemarker Edge
Milemarker is the data infrastructure that makes sleeve-level UMA reporting reliable. It connects the systems that hold sleeve data and normalizes them into one reportable layer.
Integrations: Orion, Tamarac, Envestnet
Personas: RIA, TAMP
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