PlatformWEALTH MANAGEMENT ANALYTICS

The Metrics That Run Your Firm

AUM, revenue, advisor performance, client retention — the numbers leadership needs to run the business. Built on a single normalized data foundation, so they mean the same thing everywhere.

Notetakers capture the meeting. Milemarker runs the business.

See the Platform

THE PROBLEM

Your Analytics Depend on Which Export You Ran.

Total AUM Differs by system

Advisor performance Nobody agrees

Revenue per client Spreadsheet only

Three KPIs. No shared source of truth.

Before the leadership meeting, someone runs an export from the custodian, someone else pulls from the CRM and a third reconciles them in a spreadsheet. The numbers still don't match and the meeting starts with ten minutes of data argument instead of decisions.

If your team can't agree on the number, they can't act on it.

Firm analytics should come from one governed source that leadership, compliance and operations all trust.

Before and After a Unified Data Foundation

SCATTERED ANALYTICS

MILEMARKER ANALYTICS

AUM = Varies by custodian export and date

AUM One reconciled number, updated daily

Advisor metrics = Assembled in spreadsheets

Advisor metrics Live dashboards built from your data model

Client reporting = One-off builds per request

Client reporting Self-serve, governed by entitlements

Leadership visibility = End-of-month only

Leadership visibility Real-time, any time

WHAT YOU CAN MEASURE

The KPIs Your Firm Actually Runs On

AUM and Flows

Total AUM, net new assets, inflows and outflows by advisor, office and custodian — reconciled daily across every data source in your stack.

Advisor Performance

Client count, AUM, meeting cadence, service standards and revenue per advisor — in one scorecard view that updates as underlying data changes.

Revenue and Billing

Revenue by household, fee schedule, billing cycle and office. Surface households below target billing thresholds and track revenue per AUM across your book.

Client Retention

Client attrition rates, at-risk indicators, life events and next-meeting flags — tracked across your household data and surfaced in advisor workstations and leadership reports.

Office and Team Metrics

Roll up any metric by office, team or region. Headcount forecasting, capacity planning and growth targets — built from the same normalized foundation as individual advisor data.

Portfolio Analytics

Performance vs. benchmark, allocation drift, cash balance monitoring and total-wealth views across custodians — reconciled into one view your advisors can rely on.

“Thanks to Milemarker, our leadership team and advisors now have greater access to the data we need to effectively run our business.”

Laura HubbellChief Information Officer, SignatureFD

140+

Pre-built wealth management integrations

Normalized data model across all your sources

SOC 2

Type II certified environment

Daily

Data reconciliation across custodians and CRMs

Frequently asked questions.

Information about analytics tools and vendors on this page is based on publicly available sources. For questions, corrections, or anything about reporting for your firm, reach out at connect@milemarker.co

What is Milemarker Data Engine?

Milemarker Data Engine is a structured data infrastructure platform purpose-built for wealth management firms. It connects 140+ custodians, CRMs, portfolio systems, and planning tools into a single normalized data warehouse — giving firms the data foundation required for AI, automated reporting, and operational scale.

How long does it take to deploy Milemarker Data Engine?

Most firms complete deployment within 4–6 weeks. Milemarker’s pre-built integration framework requires no custom development, and the implementation is managed by Milemarker’s wealth management data specialists.

What systems does Milemarker Data Engine connect?

Data Engine connects to 140+ wealth management platforms including custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), portfolio management systems (Orion, Black Diamond, Tamarac), and financial planning tools, via pre-built connectors.

Does Milemarker replace my existing technology stack?

No. Milemarker connects and normalizes data from the systems your firm already uses. It is infrastructure that sits beneath your existing tech stack — not a replacement for any individual platform.

How does Milemarker secure wealth management data?

Data Engine is SOC 2 Type II certified, uses AES-256 encryption, runs on AWS multi-region infrastructure with 99.9%+ uptime, and supports role-based access controls at the table, column, and row level.

Is Milemarker Data Engine suitable for smaller RIA firms?

Yes. Data Engine scales from early-stage RIAs to multi-billion-dollar enterprises. Pricing scales with usage and firms do not need in-house data engineering — Milemarker’s specialists manage the data layer.

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