MILEMARKER WEBINAR
MILEMARKER WEBINAR
Run Your Wealth Platform by Asking
This session has already aired. Request access to the full recording — running a wealth platform through natural conversation using AI and MCP.
What you'll learn
01.
01.
How firms are simplifying platform operations with AI
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.
What MCP means for wealth management technology teams, and how natural-language workflows replace manual platform tasks
Automation playbooks that eliminate manual reporting and free advisor time
Automation playbooks that eliminate manual reporting and free advisor time
03.
03.
Ways to accelerate reporting, dashboard deployment, and user management
The infrastructure decisions separating fast-growing firms from the rest
The infrastructure decisions separating fast-growing firms from the rest
About this webinar
Managing a wealth platform often means juggling SQL queries, dashboard tools, tickets, and constant rework every time business needs change.
See how firms are using AI and MCP to operate their platforms through natural conversation—making it possible to query data, deploy dashboards, manage users, and run projects with a single prompt instead of a multi-step process.
The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.
Managing a wealth platform often means juggling SQL queries, dashboard tools, tickets, and constant rework every time business needs change.
See how firms are using AI and MCP to operate their platforms through natural conversation—making it possible to query data, deploy dashboards, manage users, and run projects with a single prompt instead of a multi-step process.
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
Managing a wealth platform often means juggling SQL queries, dashboard tools, tickets, and constant rework every time business needs change.
See how firms are using AI and MCP to operate their platforms through natural conversation—making it possible to query data, deploy dashboards, manage users, and run projects with a single prompt instead of a multi-step process.
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
Jud Mackrill is CEO & Cofounder of Milemarker.
Kailash Duraiswami is Chief Technology Officer of Milemarker.
Jud Mackrill is CEO & Cofounder of Milemarker.
Kailash Duraiswami is Chief Technology Officer of Milemarker.
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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.
