Solutions

For CMOs

Marketing teams are building their own systems now.

Name the things your team actually works with — a content library, a compliance queue, recipient lists, every affiliate brand — and Milemarker gives them tables, screens and an audit trail the same afternoon. On your firm’s own data. Under your firm’s own brand.

Book a build session

Why marketing moves slowly

Nothing is missing. It is all just somewhere else.

What the week actually looks like

Chasing an approval through an email thread. Rebuilding the same piece for the eleventh advisor brand. Exporting a list out of the CRM, cleaning it, pasting it into the sending tool. Then doing all of it again next month.

What gets offered instead

Another point solution that does one of those four things, sees none of your households, and adds a login. Or a ticket in the engineering queue, sitting behind trading and billing — where, honestly, it belongs.

So the work goes into spreadsheets

Which is how an operation that runs on real judgment ends up with no system of record, no audit trail, and no way to show what any of it produced.

The answer is not a fifth tool. It is somewhere your team can build.

What Milemarker gives marketing

A build surface, not another dashboard.

Define your own objects

Name a thing your team works with and describe its fields. Milemarker creates the table, the grid and the API behind it.

Give it a screen

The content library, the review queue and the send history become pages inside the platform your advisors already open.

Ask for the change

Milemarker’s MCP server lets your team make platform changes by describing them, from Claude, ChatGPT, Codex or Gemini.

Ship under every brand

Each affiliate firm’s logo, palette, about copy and disclosure held once, applied everywhere.

Define your own objects

Name a thing your team works with and describe its fields. Milemarker creates the table, the grid and the API behind it.

Give it a screen

The content library, the review queue and the send history become pages inside the platform your advisors already open.

Ask for the change

Milemarker’s MCP server lets your team make platform changes by describing them, from Claude, ChatGPT, Codex or Gemini.

Ship under every brand

Each affiliate firm’s logo, palette, about copy and disclosure held once, applied everywhere.

The marketing week, before and after.

Before Milemarker

Compliance review = An email thread and a shared inbox

Advisor brand versions = Rebuilt by hand, firm by firm

Recipient lists = Exported, cleaned, pasted, already stale

Proving it worked = A screenshot of an open rate

After Milemarker

Compliance review

A queue, with every status change kept

Advisor brand versions

One piece, rendered under each brand

Recipient lists

Built from the CRM your advisors keep

Proving it worked

Sends joined to households, assets and revenue

As CMO at Orion and at Carson, I learned an expensive lesson: you don't build the marketing system, the marketing system builds you. Milemarker exists to end that. We hand CMOs and growth leaders the data firepower to transform how they market — no conforming to the tools, no working around their limits.

Jud Mackrill

CEO, Milemarker

As CMO at Orion and at Carson, I learned an expensive lesson: you don't build the marketing system, the marketing system builds you. Milemarker exists to end that. We hand CMOs and growth leaders the data firepower to transform how they market — no conforming to the tools, no working around their limits.

Jud Mackrill

CEO, Milemarker

As CMO at Orion and at Carson, I learned an expensive lesson: you don't build the marketing system, the marketing system builds you. Milemarker exists to end that. We hand CMOs and growth leaders the data firepower to transform how they market — no conforming to the tools, no working around their limits.

Jud Mackrill

CEO, Milemarker

$290B

Assets under administration on the Milemarker platform

$290B

Assets under administration on the Milemarker platform

690+

Systems connected across custodians, CRMs and portfolio accounting

690+

Systems connected across custodians, CRMs and portfolio accounting

Same day

From describing the object your team needs to using it

Same day

From describing the object your team needs to using it

Your brand

Your domain, your palette, your logo, your disclosures

Your brand

Your domain, your palette, your logo, your disclosures

Scalable

Operations that grow with the business

What marketing teams are building

Four systems, none of which needed a vendor.

A content library with compliance inside it

Draft, submit, review and approve in one place

Reviewer comments held against the piece itself

Every status change kept with who moved it and when

Approved pieces become the templates the next campaign starts from

A content library with compliance inside it

Draft, submit, review and approve in one place

Reviewer comments held against the piece itself

Every status change kept with who moved it and when

Approved pieces become the templates the next campaign starts from

Brand management for every affiliate

Each firm’s logo, palette, about copy and disclosure held once

Any piece renders under the right brand automatically

Branding pulled from the systems that already hold it

Advisors get on-brand material without a design request

Brand management for every affiliate

Each firm’s logo, palette, about copy and disclosure held once

Any piece renders under the right brand automatically

Branding pulled from the systems that already hold it

Advisors get on-brand material without a design request

Audiences from the book, not a spreadsheet

Recipient lists built from the CRM records advisors already maintain

Contacts, lists and memberships as first-class records

Lists move with the source, so nobody re-exports

Advisor ownership carried through, so the right name is on the send

Audiences from the book, not a spreadsheet

Recipient lists built from the CRM records advisors already maintain

Contacts, lists and memberships as first-class records

Lists move with the source, so nobody re-exports

Advisor ownership carried through, so the right name is on the send

Campaigns that keep working after the send

Deliver through the email platform you already pay for

Every send stored in your own database with recipients, sender and time

Joined to the household, the account and the revenue

A channel scorecard your CFO can open and audit

Campaigns that keep working after the send

Deliver through the email platform you already pay for

Every send stored in your own database with recipients, sender and time

Joined to the household, the account and the revenue

A channel scorecard your CFO can open and audit

Campaigns that keep working after the send

Deliver through the email platform you already pay for

Every send stored in your own database with recipients, sender and time

Joined to the household, the account and the revenue

A channel scorecard your CFO can open and audit

Your brand, your domain

It does not look, or feel, like our product.

Your name on it

Your domain, your palette, your logo, your language

Nothing in the interface says Milemarker unless you want it to

Theming that carries down to the office and advisor level

Client-facing surfaces on the same brand as the internal ones

Your name on it

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Client-facing surfaces on the same brand as the internal ones

Your name on it

Your domain, your palette, your logo, your language

Nothing in the interface says Milemarker unless you want it to

Theming that carries down to the office and advisor level

Client-facing surfaces on the same brand as the internal ones

Beside the work, not beside the point

Advisors do not get another tab to remember

The marketing surface sits next to their book

Per-advisor entitlements, so each person sees only what they should

Adoption stops being a campaign of its own

Beside the work, not beside the point

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Adoption stops being a campaign of its own

Wired into the stack you already bought

Keep HubSpot and Salesforce, and keep working in them

Milemarker Relay moves content, status and sends in both directions

Custodial, portfolio and billing feeds already land here

Navigator answers questions in plain language, scoped by entitlement

Wired into the stack you already bought

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Navigator answers questions in plain language, scoped by entitlement

Wired into the stack you already bought

Keep HubSpot and Salesforce, and keep working in them

Milemarker Relay moves content, status and sends in both directions

Custodial, portfolio and billing feeds already land here

Navigator answers questions in plain language, scoped by entitlement

How a marketing build actually runs.

Sketch the objects

Name the things your team works with. A piece of content. A review. A list. A firm’s brand. That list is the build spec — there is no separate requirements phase.

Stand them up the same afternoon

Object types, fields and screens go up in hours. Nothing waits for a release train, and nothing is queued behind the trading work.

Put one screen in front of the team

The review queue, or the content library — whichever is hurting most this month. Everything else gets added onto something people already open.

Let the reporting catch up on its own

Every record streams into your firm’s warehouse alongside households, assets and revenue. Attribution becomes a query, not a project.

Sketch the objects

Name the things your team works with. A piece of content. A review. A list. A firm’s brand. That list is the build spec — there is no separate requirements phase.

Put one screen in front of the team

The review queue, or the content library — whichever is hurting most this month. Everything else gets added onto something people already open.

Stand them up the same afternoon

Object types, fields and screens go up in hours. Nothing waits for a release train, and nothing is queued behind the trading work.

Let the reporting catch up on its own

Every record streams into your firm’s warehouse alongside households, assets and revenue. Attribution becomes a query, not a project.

Why marketing leaders

Trust Milemarker

You Are Not In A Queue

Your team describes the change and it is live. You are not waiting on our roadmap, and you are not waiting on your own engineers, who have trading and billing to get through first.

You Are Not In A Queue

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Governed, Not A Shadow System

Role, row and column-level control, with entitlements that follow the person rather than the dashboard. This is the same platform your advisors and your compliance team already work in.

Governed, Not A Shadow System

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

You Own The Record

It sits in your firm’s own database — every content item, every review, every send. If the relationship ever ends, it stays with you.

You Own The Record

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Built For A Fiduciary

SOC 2 Type II, and every status change, comment and send kept with who did it and when. Which is, more or less, exactly what an examiner asks for.

Built For A Fiduciary

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

The Bottom Line

Marketing stops asking for things and starts shipping them.

What you have on the other side of it:

A content operation that does not run through a ticket queue

Compliance review with a history you can hand to an examiner

Every affiliate firm on brand, in one pass

Campaign results joined to funded, billable assets

Frequently asked questions.

Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co

Do we have to replace HubSpot or Salesforce?

No. Milemarker reads from your CRM and marketing automation platform and writes back through Milemarker Relay, and sends can still go out through the email platform you already pay for. What changes is that the content, the approval, the list and the send all become records in your own database — joined to the household, the funded account and the revenue.

What is a custom object, in plain terms?

A table your team designs. You name the thing — a content item, a review comment, a recipient list, an affiliate firm’s brand profile — and describe its fields. Milemarker creates the storage, the grid, the API and the feed into your warehouse. No schema design, no migration, nobody from data engineering required.

Does my team actually build this, or do you?

Both, and which one shifts over time. The object model and the screens are built either in the admin console or by describing them to Milemarker’s MCP server from an AI assistant your team already uses. The pattern we see is a firm building the first one with us and the next several without.

Can compliance genuinely work inside it?

It is usually the first thing a firm builds. Content carries its own compliance status, reviewers leave comments against the piece rather than in an email thread, and every status change is kept with who moved it, from what to what, and when. It is an audit trail by construction rather than a report somebody assembles afterwards.

Where does the data live, and who owns it?

In a Snowflake account with your firm’s own database, with role-, row- and column-level access control. Your firm owns the record. If the relationship ever ends, the data stays with you.

How long before we see something real?

It depends on the state of your feeds, and we would rather be straight with you than quote a number that fits every firm. The pattern we aim for is one screen your team opens every day inside the first few weeks — usually the review queue or the content library — and then everything else built onto that.

Frequently asked questions.

Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co

Do we have to replace HubSpot or Salesforce?

What is a custom object, in plain terms?

Does my team actually build this, or do you?

Can compliance genuinely work inside it?

Where does the data live, and who owns it?

In a Snowflake account with your firm’s own database, with role-, row- and column-level access control. Your firm owns the record. If the relationship ever ends, the data stays with you.

How long before we see something real?

Frequently asked questions.

Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co

Do we have to replace HubSpot or Salesforce?

What is a custom object, in plain terms?

Does my team actually build this, or do you?

Can compliance genuinely work inside it?

Where does the data live, and who owns it?

In a Snowflake account with your firm’s own database, with role-, row- and column-level access control. Your firm owns the record. If the relationship ever ends, the data stays with you.

How long before we see something real?