Solutions
Solutions
Aggregate Data
One View. All Your Data.
Every custodian, every system. Finally unified.
Stop Hunting For Truth. Start Making Decisions.
The Problem
Your Data Lives in Twelve Different Worlds
Board asks:
"What's our AUM growth this quarter?"
Check Orion. Export from Schwab. Pull Fidelity reports. Download CRM data. None of the numbers match.
Three hours later:
Still building one answer from scattered pieces.
Your Data Should Inform Decisions, Not Delay Them.
What's Actually Broken
Fragmentation Kills Intelligence
System Scatter
Every platform stores data differently. Different formats. Different timing. Different versions of truth.
Manual Reconciliation
Export, import, clean, match, hope. Every report becomes an archaeology project.
Stale Intelligence
By the time you aggregate everything, the data's already changed. You're always looking backward.
Decision Delays
Critical business questions wait for data forensics. Opportunities die while you're still calculating.
Your Intelligence Is Trapped In Data Chaos.
What We Fix
All Your Data.
One Source of Truth.
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Universal Aggregation
CRM, custodians, portfolio systems, billing platforms—everything flowing into one unified data warehouse.
Universal Aggregation
CRM, custodians, portfolio systems, billing platforms—everything flowing into one unified data warehouse.
Universal Aggregation
CRM, custodians, portfolio systems, billing platforms—everything flowing into one unified data warehouse.
Real-Time Synchronization
Data updates automatically as transactions happen. No more export/import cycles. No more stale reports.
Real-Time Synchronization
Data updates automatically as transactions happen. No more export/import cycles. No more stale reports.
Real-Time Synchronization
Data updates automatically as transactions happen. No more export/import cycles. No more stale reports.
Intelligent Normalization
System handles the formatting, matching, and reconciliation. Clean, consistent, ready-to-use data.
Intelligent Normalization
System handles the formatting, matching, and reconciliation. Clean, consistent, ready-to-use data.
Intelligent Normalization
System handles the formatting, matching, and reconciliation. Clean, consistent, ready-to-use data.
Instant Intelligence
Ask any question. Get immediate answers. Make decisions with confidence.
Instant Intelligence
Ask any question. Get immediate answers. Make decisions with confidence.
Instant Intelligence
Ask any question. Get immediate answers. Make decisions with confidence.
Aggregate Data
What You Get
Complete Data Unification
130+ pre-built integrations across wealth management platforms
Real-time sync from CRM, custodians, portfolio systems, billing
Automatic data normalization and quality validation
Single source of truth for all business decisions
Complete Data Unification
130+ pre-built integrations across wealth management platforms
Real-time sync from CRM, custodians, portfolio systems, billing
Automatic data normalization and quality validation
Single source of truth for all business decisions
Complete Data Unification
130+ pre-built integrations across wealth management platforms
Real-time sync from CRM, custodians, portfolio systems, billing
Automatic data normalization and quality validation
Single source of truth for all business decisions
Enterprise Data Engine
Snowflake-powered infrastructure for unlimited scale
Columnar storage optimized for analytics performance
Role-based access controls with enterprise security
Time travel capabilities for historical analysis
Enterprise Data Engine
Snowflake-powered infrastructure for unlimited scale
Columnar storage optimized for analytics performance
Role-based access controls with enterprise security
Time travel capabilities for historical analysis
Enterprise Data Engine
Snowflake-powered infrastructure for unlimited scale
Columnar storage optimized for analytics performance
Role-based access controls with enterprise security
Time travel capabilities for historical analysis
Ready-to-Use Intelligence
Prebuilt data views for advisors, clients, accounts, portfolios
Native connectivity to Power BI, Tableau, Sigma
Custom dashboards and reporting without IT dependency
API access for custom applications and workflows
Ready-to-Use Intelligence
Prebuilt data views for advisors, clients, accounts, portfolios
Native connectivity to Power BI, Tableau, Sigma
Custom dashboards and reporting without IT dependency
API access for custom applications and workflows
Intelligent Processing
Change data capture for real-time synchronization
Automated reconciliation across multiple source systems
Data quality monitoring and exception alerts
Smart mapping for complex data relationships
Intelligent Processing
Change data capture for real-time synchronization
Automated reconciliation across multiple source systems
Data quality monitoring and exception alerts
Smart mapping for complex data relationships
The Transformation
The Transformation
Before Data Aggregation
Before Data Aggregation
Business Questions = Days Of Data Archaeology
Monthly Reports = Export, Reconcile, Hope It's Right
Decision Making = Delayed By Data Gathering
Growth Analysis = Limited By Manual Processing
New account opening = 2 weeks, 6 systems, 47 manual steps
Approval process = email ping-pong and hope
Help desk = "have you tried turning it off and on again?"
Process visibility = "let me get back to you"
New account opening = 2 weeks, 6 systems, 47 manual steps
Approval process = email ping-pong and hope
Help desk = "have you tried turning it off and on again?"
Process visibility = "let me get back to you"
After Data Aggregation
After Data Aggregation
Business Questions
Instant Answers From Unified Data
Monthly Reports
Automated, Accurate, Real-Time
Decision Making
Immediate, Confidence-Backed
Growth Analysis
Unlimited By Clean, Connected Data
" Milemarker gives us the ability to create a unified view across our entire ecosystem—partner firms, our OCIO platform, and every custodian and technology provider in between—without disrupting what makes each firm unique. "
Jim Dickson
CEO & Founder, Elevation Point
" Milemarker gives us the ability to create a unified view across our entire ecosystem—partner firms, our OCIO platform, and every custodian and technology provider in between—without disrupting what makes each firm unique. "
Jim Dickson
CEO & Founder, Elevation Point
" Milemarker gives us the ability to create a unified view across our entire ecosystem—partner firms, our OCIO platform, and every custodian and technology provider in between—without disrupting what makes each firm unique. "
Jim Dickson
CEO & Founder, Elevation Point
80%
Reduction In Manual Data Processing Time
80%
Reduction In Manual Data Processing Time
Real-time
Business Intelligence Across All Systems
Real-time
Business Intelligence Across All Systems
Zero
Data Reconciliation Errors Or Discrepancies
Zero
Data Reconciliation Errors Or Discrepancies
Instant
Answers To Any Business Question
Single Platform
Training Instead Of Multiple Systems
Instant
Answers To Any Business Question
Built For
Wealth Management Complexity
Multi-Custodial Intelligence
Handle Schwab, Fidelity, Pershing, TD data with automatic normalization and reconciliation.
Multi-Custodial Intelligence
Handle Schwab, Fidelity, Pershing, TD data with automatic normalization and reconciliation.
Multi-Custodial Intelligence
Connect Investment Decisions To Trade Execution
Automatic Allocation & Rebalancing
Real-Time Funding Alerts & Cash Management
CRM Unification
Salesforce, Wealthbox, Redtail, Junxure—all advisor and client data unified and accessible.
CRM Unification
Salesforce, Wealthbox, Redtail, Junxure—all advisor and client data unified and accessible.
CRM Unification
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Portfolio System Integration
Orion, Black Diamond, Addepar, Tamarac data flows seamlessly into unified analytics.
Portfolio System Integration
Orion, Black Diamond, Addepar, Tamarac data flows seamlessly into unified analytics.
Portfolio System Integration
Connect Investment Decisions To Trade Execution
Automatic Allocation & Rebalancing
Real-Time Funding Alerts & Cash Management
Billing & Accounting
Connect any billing platform or accounting system for complete financial visibility.
Billing & Accounting
Connect any billing platform or accounting system for complete financial visibility.
Billing & Accounting
Comprehensive Performance Tracking Across All Investments
Risk Analytics & Attribution Reporting
Custom Benchmarking & Peer Comparisons
Advanced
Aggregation Features
Multi-Source Reconciliation
Automatic cross-validation between systems
Conflict detection & resolution workflows
Data lineage tracking for audit requirements
Historical accuracy monitoring & alerts
Multi-Source Reconciliation
Automatic cross-validation between systems
Conflict detection & resolution workflows
Data lineage tracking for audit requirements
Historical accuracy monitoring & alerts
Real-Time Processing
Change data capture for immediate synchronization
Stream processing for high-frequency data updates
Event-driven workflows triggered by data changes
Real-time alerting for critical business events
Real-Time Processing
Change data capture for immediate synchronization
Stream processing for high-frequency data updates
Event-driven workflows triggered by data changes
Real-time alerting for critical business events
Data Quality Management
Automated data validation & cleansing rules
Exception monitoring & stakeholder alerts
Data profiling & improvement recommendations
Quality scoring & trend analysis
Data Quality Management
Automated data validation & cleansing rules
Exception monitoring & stakeholder alerts
Data profiling & improvement recommendations
Quality scoring & trend analysis
Flexible Integration
File ingestion for legacy systems & manual uploads
API connectivity for custom & proprietary platforms
Screen scraping for systems without data export
Email-to-warehouse for unstructured data capture
Flexible Integration
File ingestion for legacy systems & manual uploads
API connectivity for custom & proprietary platforms
Screen scraping for systems without data export
Email-to-warehouse for unstructured data capture
Multi-Source Reconciliation
Automatic cross-validation between systems
Conflict detection & resolution workflows
Data lineage tracking for audit requirements
Historical accuracy monitoring & alerts
Data Quality Management
Automated data validation & cleansing rules
Exception monitoring & stakeholder alerts
Data profiling & improvement recommendations
Quality scoring & trend analysis
Real-Time Processing
Change data capture for immediate synchronization
Stream processing for high-frequency data updates
Event-driven workflows triggered by data changes
Real-time alerting for critical business events
Flexible Integration
File ingestion for legacy systems & manual uploads
API connectivity for custom & proprietary platforms
Screen scraping for systems without data export
Email-to-warehouse for unstructured data capture
Aggregate Your Data. Accelerate Your Decisions.
Why This Matters to Leadership
Every minute spent gathering data is a minute not spent analyzing it. Every delayed decision is a missed opportunity.
Stop being a data archaeologist.
Stop being a data archaeologist.
Stop making decisions with incomplete information.
Stop making decisions with incomplete information.
Stop waiting for reports that are wrong before they're finished.
Stop waiting for reports that are wrong before they're finished.
Ready to Aggregate Your Data?
Quantify the time savings and decision acceleration.
Watch real-time data aggregation across your entire tech stack.
Ready to Aggregate Your Data?
Quantify the time savings and decision acceleration.
Watch real-time data aggregation across your entire tech stack.
Ready to Aggregate Your Data?
Quantify the time savings and decision acceleration.
Watch real-time data aggregation across your entire tech stack.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
About Milemarker
Aggregators
How does Milemarker support RIA aggregator M&A data integration?
When an aggregator acquires a new RIA, Milemarker connects that firm's existing technology stack and normalizes its data into the aggregator's central data foundation. This eliminates the months-long data migration projects that typically follow acquisitions.
Can Milemarker normalize data from firms using different portfolio systems?
Yes. Milemarker's 134+ connectors cover the major portfolio management, CRM, and custodian platforms used across the RIA industry. Acquired firms continue using their existing systems while their data is normalized into a consistent model.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
About Milemarker
Aggregators
How does Milemarker support RIA aggregator M&A data integration?
When an aggregator acquires a new RIA, Milemarker connects that firm's existing technology stack and normalizes its data into the aggregator's central data foundation. This eliminates the months-long data migration projects that typically follow acquisitions.
Can Milemarker normalize data from firms using different portfolio systems?
Yes. Milemarker's 134+ connectors cover the major portfolio management, CRM, and custodian platforms used across the RIA industry. Acquired firms continue using their existing systems while their data is normalized into a consistent model.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
How does Milemarker support RIA aggregator M&A data integration?
When an aggregator acquires a new RIA, Milemarker connects that firm's existing technology stack and normalizes its data into the aggregator's central data foundation. This eliminates the months-long data migration projects that typically follow acquisitions.
Can Milemarker normalize data from firms using different portfolio systems?
Yes. Milemarker's 134+ connectors cover the major portfolio management, CRM, and custodian platforms used across the RIA industry. Acquired firms continue using their existing systems while their data is normalized into a consistent model.
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.