Platform
Platform
MCP
Run Your Wealth Platform by Asking
Connect your AI assistant — Claude, ChatGPT, Codex, or Gemini — directly to your Milemarker platform. Query data, deploy dashboards, build workflows, manage users, build unique solutions and run projects in plain conversation. Two-minute setup. Zero middleware.
I'll pull outflows from Snowflake and cross-reference recent meeting notes for context.
Top 5 outflows for Q1 2026:
Pattern: three of these are rollovers — likely retention opportunities. Want me to draft outreach notes, or pull the advisors of record?
I'll pull outflows from Snowflake and cross-reference recent meeting notes for context.
Top 5 outflows for Q1 2026:
Pattern: three of these are rollovers — likely retention opportunities. Want me to draft outreach notes, or pull the advisors of record?
Built on the open MCP standard. Your firm picks the AI. Milemarker powers the platform underneath.
Built on the open MCP standard. Your firm picks the AI. Milemarker powers the platform underneath.
Milemarker MCP
From Question to Done in Seconds
Connect in Two Minutes
Request a scoped token from Milemarker, drop a config snippet into your AI client, and reload. That's it. No APIs to build. No middleware to maintain.

Connect in Two Minutes
Request a scoped token from Milemarker, drop a config snippet into your AI client, and reload. That's it. No APIs to build. No middleware to maintain.

Connect in Two Minutes
Request a scoped token from Milemarker, drop a config snippet into your AI client, and reload. That's it. No APIs to build. No middleware to maintain.

Ask in Plain Language
Type what you need — "Show me total AUM by office for Q1" or "Add the new advisor to the Denver team with read-only access." Your AI assistant sends the request through Milemarker's governed APIs.

Ask in Plain Language
Type what you need — "Show me total AUM by office for Q1" or "Add the new advisor to the Denver team with read-only access." Your AI assistant sends the request through Milemarker's governed APIs.

Ask in Plain Language
Type what you need — "Show me total AUM by office for Q1" or "Add the new advisor to the Denver team with read-only access." Your AI assistant sends the request through Milemarker's governed APIs.

Milemarker Does the Work
The platform executes the task, logs every action, and returns the result. Dashboards deploy. Users get created. Data comes back. Everything is auditable.

Milemarker Does the Work
The platform executes the task, logs every action, and returns the result. Dashboards deploy. Users get created. Data comes back. Everything is auditable.

Milemarker Does the Work
The platform executes the task, logs every action, and returns the result. Dashboards deploy. Users get created. Data comes back. Everything is auditable.

One Conversation. Your Entire Platform.
Every System in Your Stack. Operated by AI.
Query Your Data
Ask a question of the firm's data and get the answer back — no BI ticket, no waiting, no SQL. The AI translates your question into a governed query and returns the result in seconds.
Query Your Data
Connect Investment Decisions To Trade Execution
Automatic Allocation & Rebalancing
Real-Time Funding Alerts & Cash Management
Maintain context across all operational systems
Deploy Dashboards & Metrics
Describe what leadership needs to see. The AI builds the dashboard, deploys it, and ships it — ready for your executive team before the next meeting.
Deploy Dashboards & Metrics
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Regulatory reporting integration for serious issues
Stand Up Search & AI Navigators
Turn on natural-language search and pre-built AI agents across your firm's data with a single sentence. Navigator goes live when you say go.
Stand Up Search & AI Navigators
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Regulatory reporting integration for serious issues
Manage Users & Access
Add advisors, assign teams, set permissions, and send invitations in bulk. Work that took a day of admin screens collapses into a paragraph.
Manage Users & Access
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Regulatory reporting integration for serious issues
Run Platform-Wide Projects
Bulk deployments, mass updates, migrations, and audits that used to require tickets now happen in a conversation. One prompt replaces fifty clicks.
Run Platform-Wide Projects
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Regulatory reporting integration for serious issues
140+ Connected Systems
MCP operates on top of Milemarker's unified data layer — CRM, custodians, portfolio accounting, compliance, billing, planning — all normalized and ready.
140+ Connected Systems
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Regulatory reporting integration for serious issues
Query Your Data
Ask a question of the firm's data and get the answer back — no BI ticket, no waiting, no SQL. The AI translates your question into a governed query and returns the result in seconds.
Stand Up Search & AI Navigators
Turn on natural-language search and pre-built AI agents across your firm's data with a single sentence. Navigator goes live when you say go.
Run Platform-Wide Projects
Bulk deployments, mass updates, migrations, and audits that used to require tickets now happen in a conversation. One prompt replaces fifty clicks.
Deploy Dashboards & Metrics
Describe what leadership needs to see. The AI builds the dashboard, deploys it, and ships it — ready for your executive team before the next meeting.
Manage Users & Access
Add advisors, assign teams, set permissions, and send invitations in bulk. Work that took a day of admin screens collapses into a paragraph.
140+ Connected Systems
MCP operates on top of Milemarker's unified data layer — CRM, custodians, portfolio accounting, compliance, billing, planning — all normalized and ready.
AI That Operates Your Platform
Built on Your Unified Data
One Conversation Replaces Five Tools
Deployment work that previously spanned SQL worksheets, configurators, admin UIs, dashboards, and ticketing systems collapses into a single conversation. Less context-switching. Faster outcomes.
One Conversation Replaces Five Tools
Deployment work that previously spanned SQL worksheets, configurators, admin UIs, dashboards, and ticketing systems collapses into a single conversation. Less context-switching. Faster outcomes.
One Conversation Replaces Five Tools
Deployment work that previously spanned SQL worksheets, configurators, admin UIs, dashboards, and ticketing systems collapses into a single conversation. Less context-switching. Faster outcomes.
Service Work That Scales
Firm questions and routine changes become instant tasks instead of queue items. Your ops team stops being a bottleneck and starts being a strategic function.
Service Work That Scales
Firm questions and routine changes become instant tasks instead of queue items. Your ops team stops being a bottleneck and starts being a strategic function.
Service Work That Scales
Firm questions and routine changes become instant tasks instead of queue items. Your ops team stops being a bottleneck and starts being a strategic function.
You Choose the Model
MCP is an open protocol. The same Milemarker tenant works across Claude, ChatGPT, Codex, and Gemini. Your firm decides which AI touches your data — and can switch at any time.
You Choose the Model
MCP is an open protocol. The same Milemarker tenant works across Claude, ChatGPT, Codex, and Gemini. Your firm decides which AI touches your data — and can switch at any time.
You Choose the Model
MCP is an open protocol. The same Milemarker tenant works across Claude, ChatGPT, Codex, and Gemini. Your firm decides which AI touches your data — and can switch at any time.
Full Audit Trail, Always
Every action the AI takes flows through Milemarker's governed APIs, respects tenant boundaries, and produces real, auditable artifacts. Built for SOC 2 Type II.
Full Audit Trail, Always
Every action the AI takes flows through Milemarker's governed APIs, respects tenant boundaries, and produces real, auditable artifacts. Built for SOC 2 Type II.
Full Audit Trail, Always
Every action the AI takes flows through Milemarker's governed APIs, respects tenant boundaries, and produces real, auditable artifacts. Built for SOC 2 Type II.
Scales With Your Firm
Ten advisors or ten thousand. Solo RIA or multi-billion-dollar enterprise. Same system. No rebuilds.
Scales With Your Firm
Ten advisors or ten thousand. Solo RIA or multi-billion-dollar enterprise. Same system. No rebuilds.
Scales With Your Firm
Ten advisors or ten thousand. Solo RIA or multi-billion-dollar enterprise. Same system. No rebuilds.
Milemarker MCP
Milemarker MCP
What Is MCP?
What Is MCP?
MCP — Model Context Protocol — is an open standard. Think of it as USB for AI. Just as any USB device works with any computer, any MCP-compatible AI assistant can plug into any MCP-compatible system.
Milemarker is now an MCP-compatible system for wealth management. That means your firm isn't locked into a single AI vendor. Connect Claude today, switch to Gemini tomorrow, or run both side by side. The platform doesn't care — it just works.
MCP — Model Context Protocol — is an open standard. Think of it as USB for AI. Just as any USB device works with any computer, any MCP-compatible AI assistant can plug into any MCP-compatible system.
Milemarker is now an MCP-compatible system for wealth management. That means your firm isn't locked into a single AI vendor. Connect Claude today, switch to Gemini tomorrow, or run both side by side. The platform doesn't care — it just works.

Contact Us
Setup Takes Two Minutes
Request a scoped token from Milemarker. Drop a configuration snippet into your AI client. Reload. MCP is live now and rolling out across Milemarker partner firms.
"This is AI in wealth management at its best. Not a generic chatbot trying to interpret your business. Not another dashboard to log into. The firm's own platform. The firm's own data. The firm's own policies — operated through whichever AI assistant your team prefers."

Jud Mackrill
CEO & Co-Founder, Milemarker
"This is AI in wealth management at its best. Not a generic chatbot trying to interpret your business. Not another dashboard to log into. The firm's own platform. The firm's own data. The firm's own policies — operated through whichever AI assistant your team prefers."

Jud Mackrill
CEO & Co-Founder, Milemarker
"This is AI in wealth management at its best. Not a generic chatbot trying to interpret your business. Not another dashboard to log into. The firm's own platform. The firm's own data. The firm's own policies — operated through whichever AI assistant your team prefers."

Jud Mackrill
CEO & Co-Founder, Milemarker
The Guardrails Don't Go Away
Enterprise Security. Zero Compromise.
Governed APIs Only
Every action flows through the same governed APIs your platform already uses. No backdoors. No shadow systems.
Governed APIs Only
Every action flows through the same governed APIs your platform already uses. No backdoors. No shadow systems.
Tenant Boundaries Enforced
Multi-tenant isolation means no firm ever sees another firm's data, regardless of which AI is asking.
Tenant Boundaries Enforced
Multi-tenant isolation means no firm ever sees another firm's data, regardless of which AI is asking.
SOC 2 Type II Certified
Global-level security certifications. Your compliance team can sleep at night.
SOC 2 Type II Certified
Global-level security certifications. Your compliance team can sleep at night.
Full Auditability
Every query, every deployment, every user change — logged, timestamped, and reviewable.
Full Auditability
Every query, every deployment, every user change — logged, timestamped, and reviewable.
Governed APIs Only
Every action flows through the same governed APIs your platform already uses. No backdoors. No shadow systems.
SOC 2 Type II Certified
Global-level security certifications. Your compliance team can sleep at night.
Tenant Boundaries Enforced
Multi-tenant isolation means no firm ever sees another firm's data, regardless of which AI is asking.
Full Auditability
Every query, every deployment, every user change — logged, timestamped, and reviewable.
Frequently asked questions.
Whether you're exploring AI interfaces for the first time or evaluating how MCP fits your firm's compliance requirements, find what you need below. Reach out to our team at connect@milemarker.co
What is Milemarker MCP?
Milemarker MCP is a server that exposes your entire Milemarker platform — data queries, dashboard deployment, user management, search, and AI navigators — as something any MCP-compatible AI assistant can operate. Instead of clicking through admin screens or writing SQL, your team asks in plain language and the platform does the work.
What AI assistants does MCP work with?
Any AI assistant that supports the Model Context Protocol standard. Today that includes Claude (Anthropic), ChatGPT (OpenAI), Codex (OpenAI), and Gemini (Google) — plus any future model that adopts the open standard. Your firm is never locked in.
How is this different from a chatbot?
A chatbot answers questions about information it's been trained on. Milemarker MCP is an operator — it takes action on your live platform. When you say "deploy a dashboard," it actually builds and deploys the dashboard. When you say "add a user," the user is created with real permissions. Every action goes through Milemarker's governed APIs with a full audit trail.
Is my data secure?
Yes. Every action flows through Milemarker's existing governed APIs, respects tenant boundaries, and produces auditable artifacts. Nothing skips policy. Nothing happens in a black box. Milemarker is SOC 2 Type II certified with 256-bit SSL encryption and 24/7 threat monitoring.
How long does setup take?
About two minutes. Request a scoped token from your Milemarker account team, paste a configuration snippet into your AI client, and reload. No engineering resources required.
Do I need Milemarker to use MCP?
Yes — Milemarker MCP operates on top of your Milemarker platform. It's the AI interface layer for the data, dashboards, users, and workflows already running in your Milemarker tenant.
What can I actually do with it?
Query your firm's data in natural language, deploy dashboards and metrics, stand up search and AI navigators, manage users and permissions, and run platform-wide projects like bulk deployments, migrations, and audits — all through conversation.
Frequently asked questions.
Whether you're exploring AI interfaces for the first time or evaluating how MCP fits your firm's compliance requirements, find what you need below. Reach out to our team at connect@milemarker.co
What is Milemarker MCP?
Milemarker MCP is a server that exposes your entire Milemarker platform — data queries, dashboard deployment, user management, search, and AI navigators — as something any MCP-compatible AI assistant can operate. Instead of clicking through admin screens or writing SQL, your team asks in plain language and the platform does the work.
What AI assistants does MCP work with?
Any AI assistant that supports the Model Context Protocol standard. Today that includes Claude (Anthropic), ChatGPT (OpenAI), Codex (OpenAI), and Gemini (Google) — plus any future model that adopts the open standard. Your firm is never locked in.
How is this different from a chatbot?
A chatbot answers questions about information it's been trained on. Milemarker MCP is an operator — it takes action on your live platform. When you say "deploy a dashboard," it actually builds and deploys the dashboard. When you say "add a user," the user is created with real permissions. Every action goes through Milemarker's governed APIs with a full audit trail.
Is my data secure?
Yes. Every action flows through Milemarker's existing governed APIs, respects tenant boundaries, and produces auditable artifacts. Nothing skips policy. Nothing happens in a black box. Milemarker is SOC 2 Type II certified with 256-bit SSL encryption and 24/7 threat monitoring.
How long does setup take?
About two minutes. Request a scoped token from your Milemarker account team, paste a configuration snippet into your AI client, and reload. No engineering resources required.
Do I need Milemarker to use MCP?
Yes — Milemarker MCP operates on top of your Milemarker platform. It's the AI interface layer for the data, dashboards, users, and workflows already running in your Milemarker tenant.
What can I actually do with it?
Query your firm's data in natural language, deploy dashboards and metrics, stand up search and AI navigators, manage users and permissions, and run platform-wide projects like bulk deployments, migrations, and audits — all through conversation.
Frequently asked questions.
Whether you're exploring AI interfaces for the first time or evaluating how MCP fits your firm's compliance requirements, find what you need below. Reach out to our team at connect@milemarker.co
What is Milemarker MCP?
Milemarker MCP is a server that exposes your entire Milemarker platform — data queries, dashboard deployment, user management, search, and AI navigators — as something any MCP-compatible AI assistant can operate. Instead of clicking through admin screens or writing SQL, your team asks in plain language and the platform does the work.
What AI assistants does MCP work with?
Any AI assistant that supports the Model Context Protocol standard. Today that includes Claude (Anthropic), ChatGPT (OpenAI), Codex (OpenAI), and Gemini (Google) — plus any future model that adopts the open standard. Your firm is never locked in.
How is this different from a chatbot?
A chatbot answers questions about information it's been trained on. Milemarker MCP is an operator — it takes action on your live platform. When you say "deploy a dashboard," it actually builds and deploys the dashboard. When you say "add a user," the user is created with real permissions. Every action goes through Milemarker's governed APIs with a full audit trail.
Is my data secure?
Yes. Every action flows through Milemarker's existing governed APIs, respects tenant boundaries, and produces auditable artifacts. Nothing skips policy. Nothing happens in a black box. Milemarker is SOC 2 Type II certified with 256-bit SSL encryption and 24/7 threat monitoring.
How long does setup take?
About two minutes. Request a scoped token from your Milemarker account team, paste a configuration snippet into your AI client, and reload. No engineering resources required.
Do I need Milemarker to use MCP?
Yes — Milemarker MCP operates on top of your Milemarker platform. It's the AI interface layer for the data, dashboards, users, and workflows already running in your Milemarker tenant.
What can I actually do with it?
Query your firm's data in natural language, deploy dashboards and metrics, stand up search and AI navigators, manage users and permissions, and run platform-wide projects like bulk deployments, migrations, and audits — all through conversation.
The AI Interface for Wealth Management
Connect every system in your stack to a single, intelligent workflow engine—built on your unified data and ready to scale.
The AI Interface for Wealth Management
Connect every system in your stack to a single, intelligent workflow engine—built on your unified data and ready to scale.
The AI Interface for Wealth Management
Connect every system in your stack to a single, intelligent workflow engine—built on your unified data and ready to scale.
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.


