MILEMARKER WEBINAR

AI Automation Deployed

This workshop has already aired. Request access to the full recording — a live look at what happens when AI runs on the data and systems a firm actually owns.

Replay

Request the Replay

This session has already aired. Tell us a little about your firm and our team will review your request and send you access.

What you'll learn

01.

Ask — use Navigator to ask questions in plain language and get answers straight from your firm’s data

How to unify custodian, CRM, and portfolio data into a single normalized view

02.

Operate and Automate — let AI agents work across 210+ platform capabilities via MCP, with Relay connecting systems so workflows run continuously

Automation playbooks that eliminate manual reporting and free advisor time

03.

Delegate — AI agents working independently on your firm’s behalf, with assigned work going out and completed work coming back

The infrastructure decisions separating fast-growing firms from the rest

About this webinar

AI in wealth management is moving beyond the chat box. In this session, Kailash Duraiswami and Jud Mackrill go inside the Milemarker platform with real data to show how AI moves from answering questions to taking action — and ultimately operating autonomously on a firm’s behalf.

Most AI tools stop at answering questions. Milemarker is building toward something more powerful: AI that can understand, operate, automate, and ultimately take work off your team’s plate. And every level runs on the same record your firm owns.

Because the session works with live platform data, the recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.

About this webinar

Because the session works with live platform data, the recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.

Milemarker Leadership

Kailash DuraiswamiChief Technology Officer, Milemarker

Jud MackrillCEO & Cofounder, Milemarker

Kailash Duraiswami is Chief Technology Officer of Milemarker, where he leads the data and AI platform behind the firm’s wealth management infrastructure.

Jud Mackrill is CEO & Cofounder of Milemarker. He has spent over a decade helping RIAs, TAMPs, and broker-dealers modernize their data and operations.

Kailash Duraiswami is Chief Technology Officer of Milemarker, where he leads the data and AI platform behind the firm’s wealth management infrastructure.

Jud Mackrill is CEO & Cofounder of Milemarker. He has spent over a decade helping RIAs, TAMPs, and broker-dealers modernize their data and operations.