![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 13 13" xmlns="http://www.w3.org/2000/svg"><defs ><linearGradient id="sr9FPkwO2-1614062256-linear-gradient" x1="0.49751243781094523" x2="0.5024875621890548" y1="0" y2="1"><stop offset="0" stop-color="rgb(61, 58, 74)"/><stop offset="1" stop-color="rgb(6, 3, 23)"/></linearGradient></defs><path d="M 6 0 L 6 1.608 C 9.025 1.377 11.26 0.44 12 0 L 12 2.268 L 10.89 4.413 L 12 5.485 L 12 7.712 C 10.258 8.801 7.274 9.238 6 9.32 L 6 7.712 C 2.778 7.943 0.657 8.88 0 9.32 L 0 1.608 C 1.677 0.52 4.699 0.082 6 0 Z M 2.178 2.928 L 2.178 6.186 C 2.945 5.966 4.784 5.518 6 5.485 L 6 7.135 C 6.795 7.038 8.614 6.763 9.534 6.434 L 8.466 5.073 L 9.534 3.217 C 8.712 3.409 6.855 3.786 6 3.753 L 6 2.227 C 5.329 2.241 3.625 2.4 2.178 2.928 Z" fill="url(%23sr9FPkwO2-1614062256-linear-gradient)" height="9.3204px" id="sr9FPkwO2" transform="translate(0.5 2)" width="12px"/></svg>)
Microsoft Teams connects to Milemarker to send automated notifications, portfolio alerts, and operational messages to advisor team channels. The integration enables Milemarker events to surface as Teams messages, keeping advisors informed without leaving their collaboration environment.
Overview.
Microsoft Teams connects to Milemarker to send automated notifications, portfolio alerts, and operational messages to advisor team channels. The integration enables Milemarker events to surface as Teams messages, keeping advisors informed without leaving their collaboration environment.
How it works.
Real-time data sync via a secure API connection. Data synced includes: Notifications, Alerts, Messages, Activities.
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 65 16" xmlns="http://www.w3.org/2000/svg"><defs ><linearGradient id="my7T47mAl-4190863256-linear-gradient" x1="0.396170612255317" x2="0.603829387744683" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="yklVp0itg-4190863256-linear-gradient" x1="0.2338651437254083" x2="0.7661348562745918" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="w9eWQ9PNi-4190863256-linear-gradient" x1="0" x2="1" y1="0.6656085460782806" y2="0.33439145392171943"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="lpGUet_Zo-4190863256-linear-gradient" x1="0.10918208614294456" x2="0.8908179138570554" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="ofiodRVVI-4190863256-linear-gradient" x1="0.11110291840421316" x2="0.8888970815957868" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="xp7feCqRa-4190863256-linear-gradient" x1="0.23392045719424875" x2="0.7660795428057512" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="TmdoRBuCV-4190863256-linear-gradient" x1="0.2269312188375604" x2="0.7730687811624396" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="rywNe2Ari-4190863256-linear-gradient" x1="0.16594835684287412" x2="0.8340516431571259" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="zuSQNQ0PB-4190863256-linear-gradient" x1="0.18024554162540218" x2="0.8197544583745978" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="flmitVzUp-4190863256-linear-gradient" x1="0.11115587659686543" x2="0.8888441234031346" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="b9Cg5Vce_-4190863256-linear-gradient" x1="0.16594835684287323" x2="0.8340516431571268" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient></defs><g d="M 0 0 L 64.5 0 L 64.5 12 L 0 12 Z M 62.805 2.818 L 62.455 2.818 L 62.455 3.556 L 62.224 3.556 L 62.224 2.818 L 61.875 2.818 L 61.883 2.612 L 62.797 2.612 Z M 63.646 3.134 L 63.951 2.612 L 64.216 2.612 L 64.216 3.555 L 63.992 3.555 L 63.992 2.95 L 63.986 2.95 L 63.648 3.512 L 63.633 3.512 L 63.3 2.956 L 63.293 2.956 L 63.293 3.555 L 63.07 3.555 L 63.07 2.612 L 63.331 2.612 Z M 2.501 7.325 L 1.057 5.068 L 1.057 8.324 L 0.285 8.324 L 0.285 3.675 L 1.019 3.675 L 2.524 6.098 L 4.022 3.675 L 4.725 3.675 L 4.725 8.325 L 3.954 8.325 L 3.954 5.068 L 2.532 7.325 L 2.502 7.325 Z M 9.571 8.324 L 8.784 8.324 L 8.784 3.675 L 9.571 3.675 L 9.571 8.325 Z M 13.627 3.674 L 14.414 3.674 L 14.414 7.619 L 16.645 7.619 L 16.645 8.324 L 13.627 8.324 Z M 23.51 3.674 L 23.51 4.371 L 21.249 4.371 L 21.249 5.598 L 23.299 5.598 L 23.299 6.287 L 21.249 6.287 L 21.249 7.62 L 23.511 7.62 L 23.511 8.324 L 20.478 8.324 L 20.478 3.675 L 23.511 3.675 Z M 29.61 3.745 L 28.165 1.488 L 28.165 4.745 L 27.394 4.745 L 27.394 0.095 L 28.127 0.095 L 29.632 2.518 L 31.13 0.095 L 31.834 0.095 L 31.834 4.745 L 31.062 4.745 L 31.062 1.488 L 29.64 3.745 Z M 28.974 9.935 L 30.244 9.935 L 29.609 8.216 Z M 29.995 7.254 L 31.78 11.903 L 30.978 11.903 L 30.501 10.616 L 28.725 10.616 L 28.248 11.903 L 27.454 11.903 L 29.239 7.253 L 29.995 7.253 Z M 36.263 5.78 L 37.254 5.78 C 37.776 5.78 38.071 5.5 38.071 5.068 C 38.071 4.636 37.776 4.357 37.254 4.357 L 36.263 4.357 Z M 36.262 6.439 L 36.262 8.324 L 35.476 8.324 L 35.476 3.675 L 37.269 3.675 C 38.229 3.675 38.849 4.16 38.849 5.069 C 38.849 5.849 38.395 6.296 37.662 6.409 L 39.008 8.325 L 38.116 8.325 L 36.822 6.44 L 36.262 6.44 Z M 43.49 5.696 L 45.35 3.675 L 46.326 3.675 L 44.231 5.901 L 46.394 8.324 L 45.396 8.324 L 43.49 6.197 L 43.49 8.324 L 42.703 8.324 L 42.703 3.675 L 43.49 3.675 L 43.49 5.696 Z M 53.085 3.674 L 53.085 4.371 L 50.824 4.371 L 50.824 5.598 L 52.874 5.598 L 52.874 6.287 L 50.824 6.287 L 50.824 7.62 L 53.085 7.62 L 53.085 8.324 L 50.052 8.324 L 50.052 3.675 L 53.085 3.675 Z M 57.756 5.78 L 58.747 5.78 C 59.269 5.78 59.564 5.5 59.564 5.068 C 59.564 4.636 59.269 4.357 58.747 4.357 L 57.756 4.357 Z M 57.756 6.439 L 57.756 8.324 L 56.969 8.324 L 56.969 3.675 L 58.762 3.675 C 59.723 3.675 60.343 4.16 60.343 5.069 C 60.343 5.849 59.889 6.296 59.156 6.409 L 60.502 8.325 L 59.61 8.325 L 58.316 6.44 L 57.756 6.44 Z" fill="transparent" height="12px" id="gRnetvjtc" transform="translate(0 2)" width="64.5px"><path d="M 0 0 L 64.5 0 L 64.5 12 L 0 12 Z" fill="transparent" height="12px" id="UoHavJ9lU" width="64.5px"/><path d="M 0.93 0.206 L 0.581 0.206 L 0.581 0.944 L 0.35 0.944 L 0.35 0.206 L 0 0.206 L 0.008 0 L 0.922 0 Z M 1.771 0.523 L 2.076 0 L 2.341 0 L 2.341 0.944 L 2.117 0.944 L 2.117 0.339 L 2.111 0.339 L 1.773 0.901 L 1.758 0.901 L 1.425 0.345 L 1.418 0.345 L 1.418 0.944 L 1.195 0.944 L 1.195 0 L 1.456 0 Z" fill="url(%23my7T47mAl-4190863256-linear-gradient)" height="1px" id="my7T47mAl" transform="translate(61.875 2.612)" width="2.3405038671493514px"/><path d="M 2.216 3.65 L 0.772 1.393 L 0.772 4.649 L 0 4.649 L 0 0 L 0.734 0 L 2.239 2.423 L 3.737 0 L 4.44 0 L 4.44 4.65 L 3.669 4.65 L 3.669 1.393 L 2.247 3.65 L 2.217 3.65 Z" fill="url(%23yklVp0itg-4190863256-linear-gradient)" height="4.649999999999997px" id="yklVp0itg" transform="translate(0.285 3.675)" width="4.440499999999986px"/><path d="M 0.787 4.649 L 0 4.649 L 0 0 L 0.787 0 L 0.787 4.65 Z" fill="url(%23w9eWQ9PNi-4190863256-linear-gradient)" height="4.649999999999997px" id="w9eWQ9PNi" transform="translate(8.784 3.675)" width="1px"/><path d="M 0 0 L 0.787 0 L 0.787 3.945 L 3.018 3.945 L 3.018 4.65 L 0 4.65 Z" fill="url(%23lpGUet_Zo-4190863256-linear-gradient)" height="4.649999999999999px" id="lpGUet_Zo" transform="translate(13.627 3.674)" width="3.018000000000008px"/><path d="M 3.033 0 L 3.033 0.696 L 0.772 0.696 L 0.772 1.923 L 2.822 1.923 L 2.822 2.613 L 0.772 2.613 L 0.772 3.946 L 3.033 3.946 L 3.033 4.65 L 0 4.65 L 0 0 L 3.033 0 Z" fill="url(%23ofiodRVVI-4190863256-linear-gradient)" height="4.6495000000000015px" id="ofiodRVVI" transform="translate(20.478 3.674)" width="3.0330000000000013px"/><path d="M 2.216 3.65 L 0.771 1.394 L 0.771 4.65 L 0 4.65 L 0 0 L 0.734 0 L 2.239 2.423 L 3.737 0 L 4.44 0 L 4.44 4.65 L 3.668 4.65 L 3.668 1.393 L 2.246 3.65 Z" fill="url(%23xp7feCqRa-4190863256-linear-gradient)" height="4.65px" id="xp7feCqRa" transform="translate(27.394 0.095)" width="4.440000000000005px"/><path d="M 1.52 2.681 L 2.791 2.681 L 2.156 0.962 Z M 2.541 0.001 L 4.326 4.65 L 3.524 4.65 L 3.047 3.363 L 1.271 3.363 L 0.794 4.65 L 0 4.65 L 1.785 0 L 2.541 0 Z" fill="url(%23TmdoRBuCV-4190863256-linear-gradient)" height="4.650000091699436px" id="TmdoRBuCV" transform="translate(27.454 7.253)" width="4.325999999999993px"/><path d="M 0.787 2.104 L 1.778 2.104 C 2.3 2.104 2.595 1.824 2.595 1.393 C 2.595 0.961 2.3 0.681 1.778 0.681 L 0.787 0.681 Z M 0.787 2.764 L 0.787 4.649 L 0 4.649 L 0 0 L 1.793 0 C 2.753 0 3.374 0.485 3.374 1.394 C 3.374 2.174 2.92 2.621 2.186 2.734 L 3.533 4.65 L 2.64 4.65 L 1.346 2.765 L 0.787 2.765 Z" fill="url(%23rywNe2Ari-4190863256-linear-gradient)" height="4.649500018339843px" id="rywNe2Ari" transform="translate(35.476 3.675)" width="3.532500000000013px"/><path d="M 0.787 2.021 L 2.648 0 L 3.624 0 L 1.529 2.226 L 3.692 4.649 L 2.694 4.649 L 0.787 2.522 L 0.787 4.649 L 0 4.649 L 0 0 L 0.787 0 L 0.787 2.021 Z" fill="url(%23zuSQNQ0PB-4190863256-linear-gradient)" height="4.6495px" id="zuSQNQ0PB" transform="translate(42.703 3.675)" width="3.691500000000012px"/><path d="M 3.033 0 L 3.033 0.696 L 0.771 0.696 L 0.771 1.924 L 2.821 1.924 L 2.821 2.613 L 0.771 2.613 L 0.771 3.946 L 3.033 3.946 L 3.033 4.65 L 0 4.65 L 0 0 L 3.033 0 Z" fill="url(%23flmitVzUp-4190863256-linear-gradient)" height="4.6495000000000015px" id="flmitVzUp" transform="translate(50.052 3.674)" width="3.032999999999987px"/><path d="M 0.787 2.104 L 1.777 2.104 C 2.299 2.104 2.594 1.824 2.594 1.393 C 2.594 0.961 2.299 0.681 1.777 0.681 L 0.787 0.681 Z M 0.787 2.764 L 0.787 4.649 L 0 4.649 L 0 0 L 1.793 0 C 2.754 0 3.373 0.485 3.373 1.394 C 3.373 2.174 2.92 2.621 2.186 2.734 L 3.532 4.65 L 2.64 4.65 L 1.347 2.765 L 0.787 2.765 Z" fill="url(%23b9Cg5Vce_-4190863256-linear-gradient)" height="4.649500018339843px" id="b9Cg5Vce_" transform="translate(56.969 3.675)" width="3.532499999999999px"/></g></svg>)
