Platform
Platform
Navigator AI
Ask any question about your firm. Get a real answer instantly.
Ask anything about your clients, investments, and operations. Navigator runs AI across all 130+ connected systems in your data warehouse — not one tool at a time.
Connect all your data with the power of Milemarker's Industry Leading data and advisor platform.
Connect all your data with the power of Milemarker's Industry Leading data and advisor platform.
Milemarker Navigator AI
From Question to Answer in Seconds
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Create Your Account
Email Address
Password
Get Started
Connect All Your Systems
Connect Your CRM, Custodians, Portfolio Accounting, Alternatives and More to Milemarker
Investments
Training
Client Behavior
+
Advisor Performance
Trained
Client Behavior
+
$250
Advisor Performance
$100
Live
Create & Train Your Agents
Customize your savings, investments, spendings and tracking.
Clients near retirement, 30%+ equities
Total CRE exposure, all accounts
Move account balance to short term FD
Move 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Add 50% of food budget, whenever you don’t order
Increase SIP from $500/month to $700/month
Move account balance to short term FD
Brief me on Fairway Fund Y by 2pm
Which portfolios drifted outside their target allocation this quarter?
Compare the tax efficiency of my top 10 model portfolios
Ask Questions Across Your Data
Learn and apply insight across all of your systems and data, instantly.
Clients near retirement, 30%+ equities
Total CRE exposure, all accounts
Move account balance to short term FD
Move 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Add 50% of food budget, whenever you don’t order
Increase SIP from $500/month to $700/month
Move account balance to short term FD
Brief me on Fairway Fund Y by 2pm
Which portfolios drifted outside their target allocation this quarter?
Compare the tax efficiency of my top 10 model portfolios
Ask Questions Across Your Data
Learn and apply insight across all of your systems and data, instantly.
Clients near retirement, 30%+ equities
Total CRE exposure, all accounts
Move account balance to short term FD
Move 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Moev 20% savings to low-risk to balance risk
Add 50% of food budget, whenever you don’t order
Increase SIP from $500/month to $700/month
Move account balance to short term FD
Brief me on Fairway Fund Y by 2pm
Which portfolios drifted outside their target allocation this quarter?
Compare the tax efficiency of my top 10 model portfolios
Ask Questions Across Your Data
Learn and apply insight across all of your systems and data, instantly.
One AI Layer.
Every System Connected.
Portfolio Accounting
Connect your data from Addepar, Advyzon, Black Diamond, Orion and Direct Custodians
Portfolio Accounting
Connect your data from Addepar, Advyzon, Black Diamond, Orion and Direct Custodians
Fixed Weekly Save
Save $10 every Friday
Workflow AI
Track efficiency across all workflow requests
Compliance AI Agent
Review Key Items and Detect Potential Risks
Prospect AI Agent
Review details around potental customers based on CRM details
Fee Schedule AI
Proactively Review Advisory Fees based on the Advisory Agreement and Upcoming Forcasts
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
Fixed Weekly Save
Save $10 every Friday
Round-Up Rule
Round up every spend to the nearest $10/$20 and save the change
Systematic AI
Track RMDs and Distributions Across All Clients
Asset Management AI
Understand how your advisors are managing assets today.
Financial Planning AI
Analyze Plan Data at Scale
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
AI Agents Specific to Your Firm
Build, Train and Run AI Models based on your unique data and firm rules.
Fixed Weekly Save
Save $10 every Friday
Workflow AI
Track efficiency across all workflow requests
Compliance AI Agent
Review Key Items and Detect Potential Risks
Prospect AI Agent
Review details around potental customers based on CRM details
Fee Schedule AI
Proactively Review Advisory Fees based on the Advisory Agreement and Upcoming Forcasts
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
Fixed Weekly Save
Save $10 every Friday
Round-Up Rule
Round up every spend to the nearest $10/$20 and save the change
Systematic AI
Track RMDs and Distributions Across All Clients
Asset Management AI
Understand how your advisors are managing assets today.
Financial Planning AI
Analyze Plan Data at Scale
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
AI Agents Specific to Your Firm
Build, Train and Run AI Models based on your unique data and firm rules.
Fixed Weekly Save
Save $10 every Friday
Workflow AI
Track efficiency across all workflow requests
Compliance AI Agent
Review Key Items and Detect Potential Risks
Prospect AI Agent
Review details around potental customers based on CRM details
Fee Schedule AI
Proactively Review Advisory Fees based on the Advisory Agreement and Upcoming Forcasts
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
Fixed Weekly Save
Save $10 every Friday
Round-Up Rule
Round up every spend to the nearest $10/$20 and save the change
Systematic AI
Track RMDs and Distributions Across All Clients
Asset Management AI
Understand how your advisors are managing assets today.
Financial Planning AI
Analyze Plan Data at Scale
Payday Save
Auto-save a fixed percentage or amount every time salary is credited
AI Agents Specific to Your Firm
Build, Train and Run AI Models based on your unique data and firm rules.
Search with Ease
Search by your specfic critera by text or voice (coming soon).
Search with Ease
Search by your specfic critera by text or voice (coming soon).
130+ Integrations
Query across all of your data and systems with our growing integrations.
130+ Integrations
Query across all of your data and systems with our growing integrations.
130+ Integrations
Query across all of your data and systems with our growing integrations.
Milemarker Navigator AI
AI Built on Your Unified Data
CRM to Custodian in One Prompt
Query Salesforce, Schwab, Orion, and 130+ systems simultaneously — no exports, no data wrangling.
CRM to Custodian in One Prompt
Connect Investment Decisions To Trade Execution
Automatic Allocation & Rebalancing
Real-Time Funding Alerts & Cash Management
Maintain context across all operational systems
AI That Learns Your Business
Navigator understands your firm's data model, relationships, and context — it gets smarter the more you use it.
AI That Learns Your Business
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Regulatory reporting integration for serious issues
Your Data Never Leaves Your Warehouse
All AI processing happens inside your secure Snowflake environment. No data sent to third parties. No model training on your information.
Your Data Never Leaves Your Warehouse
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Regulatory reporting integration for serious issues
Reports That Used to Take Weeks
Generate board decks, client reviews, compliance summaries, and custom analytics from natural language — across every system at once.
Reports That Used to Take Weeks
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Regulatory reporting integration for serious issues
CRM to Custodian in One Prompt
Query Salesforce, Schwab, Orion, and 130+ systems simultaneously — no exports, no data wrangling.
Your Data Never Leaves Your Warehouse
All AI processing happens inside your secure Snowflake environment. No data sent to third parties. No model training on your information.
AI That Learns Your Business
Navigator understands your firm's data model, relationships, and context — it gets smarter the more you use it.
Reports That Used to Take Weeks
Generate board decks, client reviews, compliance summaries, and custom analytics from natural language — across every system at once.
Testimonials
Advisors Are Already Using AI on Their Data
"If your data is not in good order and you don't have a high degree of connectivity and visibility across all your advisors and your service providers, it's really almost impossible to run an effective agentic AI strategy."
Jim Dickson
CEO, Elevation Point
“As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.”
Lacey Shrum
Founder and CEO, SmartKX
"Finally, someone is leveling up the data experience for advisors. What Milemarker is doing has been long overdue in the wealth management industry."
Torie Happe
VP of Business Development, Jump AI
"We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business."
Laura Hubbell, CFA®
Chief Information Officer, SignatureFD
"And if you want to run a profitable business, the focus has to be on collaborating with the advisors on identifying and measuring clear goals. Milemarker makes all of this possible."
Shannon Spotswood
Chief Executive Officer, RFG Advisory
"What Milemarker does is beyond transformational for the businesses they partner with. Excited to see what is next."
Abby Salameh
Chief Growth Officer, RFG Advisory
"We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business."
Laura Hubbell, CFA®
Chief Information Officer, SignatureFD
"And if you want to run a profitable business, the focus has to be on collaborating with the advisors on identifying and measuring clear goals. Milemarker makes all of this possible."
Shannon Spotswood
Chief Executive Officer, RFG Advisory
"What Milemarker does is beyond transformational for the businesses they partner with. Excited to see what is next."
Abby Salameh
Chief Growth Officer, RFG Advisory
Enterprise Security
Zero Compromise
Bank-Level Security Encryption
256-bit SSL secure environment
Bank-Level Security Encryption
256-bit SSL secure environment
SOC 2 Certified
Global level security certifications
SOC 2 Certified
Global level security certifications
24/7 Threat Monitoring System
Always-on protection systems monitoring
24/7 Threat Monitoring System
Always-on protection systems monitoring
Routine Security & Pen Testing
Security is trained, audited and monitored to keep your information secure.
Routine Security & Pen Testing
Security is trained, audited and monitored to keep your information secure.
Bank-Level Security Encryption
256-bit SSL secure environment
24/7 Threat Monitoring System
Always-on protection systems monitoring
SOC 2 Certified
Global level security certifications
Routine Security & Pen Testing
Security is trained, audited and monitored to keep your information secure.
The AI Solution for Wealth Management
Connect all of your data to world class AI and gain insight across all your clients, investments and advisors.
The AI Solution for Wealth Management
Connect all of your data to world class AI and gain insight across all your clients, investments and advisors.
The AI Solution for Wealth Management
Connect all of your data to world class AI and gain insight across all your clients, investments and advisors.
Frequently asked questions.
Whether you're exploring AI for the first time or evaluating how Navigator fits your firm's security requirements, find what you need below. Reach out to our team at connect@milemarker.co
What is Milemarker Navigator?
Milemarker Navigator is an AI intelligence layer that runs AI agents on your firm's unified, normalized wealth management data. Advisors and operations teams can query CRM, portfolio, compliance, and planning data using natural language and receive accurate answers in seconds.
Do we need to prepare our data before using Navigator?
Not separately. Navigator runs on data already normalized by Milemarker Data Engine. If your firm uses Milemarker's data infrastructure, Navigator has immediate access to a clean, structured data foundation — no additional data preparation project required.
Is Milemarker Navigator a standalone AI tool?
Navigator is part of Milemarker's integrated platform. It works best — and most reliably — when running on data normalized through Milemarker Data Engine. AI agents running on raw, disconnected data produce unreliable answers; Navigator's accuracy is a direct function of Milemarker's structured data layer.
What can advisors ask Milemarker Navigator?
Advisors can ask Navigator questions like "Which clients have more than 50% in fixed income?", "What is our top 20 AUM concentration?", and "Which clients haven't had a review in 12 months?" — and receive accurate, data-driven answers instantly.
How does Milemarker Navigator protect client data?
Navigator processes queries entirely within your firm's Snowflake data environment. Client data never leaves your warehouse, and all access is governed by role-based controls and SOC 2 Type II certified infrastructure.
How is Navigator different from ChatGPT or a generic AI assistant?
Generic AI tools operate on broad internet data and cannot reliably access your firm's specific client and portfolio data. Navigator is built for wealth management — it queries your firm's normalized data and understands the workflows, compliance constraints, and data models specific to advisory firms.
Frequently asked questions.
Whether you're exploring AI for the first time or evaluating how Navigator fits your firm's security requirements, find what you need below. Reach out to our team at connect@milemarker.co
What is Milemarker Navigator?
Milemarker Navigator is an AI intelligence layer that runs AI agents on your firm's unified, normalized wealth management data. Advisors and operations teams can query CRM, portfolio, compliance, and planning data using natural language and receive accurate answers in seconds.
Do we need to prepare our data before using Navigator?
Not separately. Navigator runs on data already normalized by Milemarker Data Engine. If your firm uses Milemarker's data infrastructure, Navigator has immediate access to a clean, structured data foundation — no additional data preparation project required.
Is Milemarker Navigator a standalone AI tool?
Navigator is part of Milemarker's integrated platform. It works best — and most reliably — when running on data normalized through Milemarker Data Engine. AI agents running on raw, disconnected data produce unreliable answers; Navigator's accuracy is a direct function of Milemarker's structured data layer.
What can advisors ask Milemarker Navigator?
Advisors can ask Navigator questions like "Which clients have more than 50% in fixed income?", "What is our top 20 AUM concentration?", and "Which clients haven't had a review in 12 months?" — and receive accurate, data-driven answers instantly.
How does Milemarker Navigator protect client data?
Navigator processes queries entirely within your firm's Snowflake data environment. Client data never leaves your warehouse, and all access is governed by role-based controls and SOC 2 Type II certified infrastructure.
How is Navigator different from ChatGPT or a generic AI assistant?
Generic AI tools operate on broad internet data and cannot reliably access your firm's specific client and portfolio data. Navigator is built for wealth management — it queries your firm's normalized data and understands the workflows, compliance constraints, and data models specific to advisory firms.
Frequently asked questions.
Whether you're exploring AI for the first time or evaluating how Navigator fits your firm's security requirements, find what you need below. Reach out to our team at connect@milemarker.co
What is Milemarker Navigator?
Milemarker Navigator is an AI intelligence layer that runs AI agents on your firm's unified, normalized wealth management data. Advisors and operations teams can query CRM, portfolio, compliance, and planning data using natural language and receive accurate answers in seconds.
Do we need to prepare our data before using Navigator?
Not separately. Navigator runs on data already normalized by Milemarker Data Engine. If your firm uses Milemarker's data infrastructure, Navigator has immediate access to a clean, structured data foundation — no additional data preparation project required.
Is Milemarker Navigator a standalone AI tool?
Navigator is part of Milemarker's integrated platform. It works best — and most reliably — when running on data normalized through Milemarker Data Engine. AI agents running on raw, disconnected data produce unreliable answers; Navigator's accuracy is a direct function of Milemarker's structured data layer.
What can advisors ask Milemarker Navigator?
Advisors can ask Navigator questions like "Which clients have more than 50% in fixed income?", "What is our top 20 AUM concentration?", and "Which clients haven't had a review in 12 months?" — and receive accurate, data-driven answers instantly.
How does Milemarker Navigator protect client data?
Navigator processes queries entirely within your firm's Snowflake data environment. Client data never leaves your warehouse, and all access is governed by role-based controls and SOC 2 Type II certified infrastructure.
How is Navigator different from ChatGPT or a generic AI assistant?
Generic AI tools operate on broad internet data and cannot reliably access your firm's specific client and portfolio data. Navigator is built for wealth management — it queries your firm's normalized data and understands the workflows, compliance constraints, and data models specific to advisory firms.
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Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
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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.