Most firms buy AI from one vendor and automation from another — each working on different data, giving different answers. Milemarker combines both on one unified data foundation. Navigator AI delivers insights across all your systems. Milemarker Relay acts on those insights automatically. Same data. Same platform. No gaps.

Navigator AI + Milemarker Relay · One data foundation · 130+ systems · SOC 2 Type II

The Real Problem

AI Without Automation Is Just Insights. Automation Without AI Is Just Plumbing. You need both. On the same data.

An AI that tells you which clients have portfolio drift is useful. But if your ops team still has to manually create rebalancing tasks in response, you’ve only moved the bottleneck. Automation that fires on stale or incomplete data creates errors. The reason AI and automation both underdeliver at most firms isn’t the technology — it’s that they’re running on different, disconnected data.

Milemarker solves the data problem first — then deploys AI and automation on top of the same unified foundation.

How It Works Together

One data foundation. AI that thinks. Automation that acts.

Navigator AI and Milemarker Relay share the same unified data — so insights feed directly into automated actions without any gaps.

AI insights across all data

Navigator AI queries your unified data to surface drift, at-risk clients, service gaps, compliance flags, and opportunities — across all 130+ connected systems simultaneously.

Automation triggered by AI findings

When Navigator identifies an insight — drift above threshold, client missing a review, compliance task due — Milemarker Relay can automatically act on it without human intervention.

One unified data foundation

The Milemarker Data Engine normalizes data from 130+ systems into one Snowflake-native warehouse. Both AI and automation run on the same complete, accurate data picture.

No-code workflow builder

Operations staff build automation workflows visually — no engineering, no code. Configure AI-triggered automations without developer involvement.

Compliance-grade audit trail

Every AI query and every automation execution is logged. Full audit trail for both — searchable, exportable, and ready for regulatory review.

Firm-owned Snowflake data

Your data lives in your own Snowflake warehouse — never commingled, never used to train models, always exportable. You own it completely. SOC 2 Type II certified.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

AI + automation questions answered

How do Navigator AI and Milemarker Relay work together?

Navigator AI identifies insights across your unified data — drift, at-risk clients, service gaps. Milemarker Relay acts on those insights automatically — triggering rebalance workflows, sending advisor alerts, creating compliance tasks. AI finds the signal; automation handles the response. Both run on the same unified data.

Can I use just one of them?

Yes. Both products are available independently. However, they’re most powerful when running on the same unified data foundation — because AI insights are more accurate when the data is complete, and automation is more precise when triggered by AI-identified events.

What data does Navigator AI see?

Navigator AI has access to all data in your Milemarker Data Engine — which unifies data from 130+ systems including CRM, custodians, portfolio accounting, financial planning, compliance, and billing. The AI sees your complete, normalized data picture, not just one system’s slice.

How is this different from buying separate tools?

Separate tools run on separate data, so the AI might see different client information than the automation system. When that happens, automations fire on incomplete data. Milemarker combines both on one unified foundation — so every AI insight is grounded in the same complete data that triggers every automation.

Related guides

Part of the Automation & Relay series:

• AI for Wealth Management Starts with Data, Not Agents

• AI Copilot for Wealth Management

• Centralized Advisor Platform for Wealth Management

• N-PORT Reporting Automation: Streamline Quarterly Form N-PORT Filings

• Milemarker Relay for VPs of Technology

• Wealth Management Reporting Automation: From Manual Exports to Real-Time Dashboards