MILEMARKER WEBINAR
MILEMARKER WEBINAR
Single Source of Truth
Learn How to Get Your Data to a Place of Integrity Across Your Tech Stack
Date
September 30, 2026
September 30, 2026
Time
1:00 PM ET
1:00 PM ET
Duration
Available on replay
Available on replay
What you'll learn
01.
01.
How to unify custodian, CRM, and portfolio data into a single normalized view
How to unify custodian, CRM, and portfolio data into a single normalized view
How to unify custodian, CRM, and portfolio data into a single normalized view
02.
02.
Automation playbooks that eliminate manual reporting and free advisor time
Automation playbooks that eliminate manual reporting and free advisor time
Automation playbooks that eliminate manual reporting and free advisor time
03.
03.
The infrastructure decisions separating fast-growing firms from the rest
The infrastructure decisions separating fast-growing firms from the rest
The infrastructure decisions separating fast-growing firms from the rest
About this webinar
Milemarker is the infrastructure layer for wealth management — normalizing data from custodians, CRMs, and portfolio systems into a structured foundation that powers reporting, automation, and growth. Join this webinar to see how top RIAs are putting it to work.
Milemarker is the infrastructure layer for wealth management — normalizing data from custodians, CRMs, and portfolio systems into a structured foundation that powers reporting, automation, and growth. Join this webinar to see how top RIAs are putting it to work.
About this webinar
Milemarker is the infrastructure layer for wealth management — normalizing data from custodians, CRMs, and portfolio systems into a structured foundation that powers reporting, automation, and growth. Join this webinar to see how top RIAs are putting it to work.
CEO & Cofounder, Milemarker
Jud Mackrill is the CEO and co-founder of Milemarker, the infrastructure platform built for wealth management. He has spent over a decade helping RIAs, TAMPs, and broker-dealers modernize their data and operations.
Jud Mackrill is the CEO and co-founder of Milemarker, the infrastructure platform built for wealth management. He has spent over a decade helping RIAs, TAMPs, and broker-dealers modernize their data and operations.
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Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
