Solutions
Solutions
TAMPs & OCIO's
TAMP & OCIO Data Solutions. Unified Client Platform.
Connect your entire advisor network without forcing platform changes. See across every custodian, every system—while partners keep working their way.
Milemarker Investment Center gives you the control and customization you need—without the complexity.
What's Actually Broken
Scale Meets Customization. Oil Meets Water.
Every TAMP or OCIO faces the same impossible equation:
Advisors Want Customization
Unique models, specialized strategies, branded experiences that reflect their practice.
The Result?
Expensive custom development, fragmented systems, and advisor experiences that feel generic—or worse, broken.
You Need Standardization
Consistent workflows, unified data, scalable operations across your entire platform.
Your platform is strong. But the investment experience feels duct-taped together.
The Investment Center Solution
Built for TAMPs & OCIO’s Who Demand Both Scale & Sophistication
Milemarker Investment Center doesn’t make you choose between standardization and customization. You get both.
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Rep as PM Workflows
Enable advisors to build bespoke models, access managed accounts, and implement unique strategies—all within your governance framework.
Rep as PM Workflows
Enable advisors to build bespoke models, access managed accounts, and implement unique strategies—all within your governance framework.
Rep as PM Workflows
Enable advisors to build bespoke models, access managed accounts, and implement unique strategies—all within your governance framework.
Multi-Tenant Branding
Each advisor gets a beautifully branded experience that feels like their own platform. You maintain control and consistency behind the scenes.
Multi-Tenant Branding
Each advisor gets a beautifully branded experience that feels like their own platform. You maintain control and consistency behind the scenes.
Multi-Tenant Branding
Each advisor gets a beautifully branded experience that feels like their own platform. You maintain control and consistency behind the scenes.
Workflow Discipline
Every investment decision flows through your compliance rules, risk parameters, and operational processes—automatically.
Workflow Discipline
Every investment decision flows through your compliance rules, risk parameters, and operational processes—automatically.
Unified Investment Universe
Combine public markets, alternatives, insurance, 401(k)s, and SMAs in one streamlined experience. Your advisors see everything. Your ops team manages one system.
Unified Investment Universe
Combine public markets, alternatives, insurance, 401(k)s, and SMAs in one streamlined experience. Your advisors see everything. Your ops team manages one system.
Unified Investment Universe
Combine public markets, alternatives, insurance, 401(k)s, and SMAs in one streamlined experience. Your advisors see everything. Your ops team manages one system.
Analytics Integration
Works with your analytics provider of choice—Morningstar, FactSet, Ycharts, or custom solutions. Advisors get the insights they trust within the workflow they love.
Analytics Integration
Works with your analytics provider of choice—Morningstar, FactSet, Ycharts, or custom solutions. Advisors get the insights they trust within the workflow they love.
Analytics Integration
Works with your analytics provider of choice—Morningstar, FactSet, Ycharts, or custom solutions. Advisors get the insights they trust within the workflow they love.
Investment Center Features
Everything You Need to Power Modern Investment Management
Model Management & Customization
Drag-&-drop experience builder for advisors
Centralized model library with governance controls
Custom allocation tools with real-time validation
Sleeve management & restriction handling
Model Management & Customization
Drag-&-drop experience builder for advisors
Centralized model library with governance controls
Custom allocation tools with real-time validation
Sleeve management & restriction handling
Model Management & Customization
Drag-&-drop experience builder for advisors
Centralized model library with governance controls
Custom allocation tools with real-time validation
Sleeve management & restriction handling
Alternative Investments Integration
Private equity, real estate, & venture fund access
Streamlined alternative onboarding workflows
Performance tracking across traditional & alternative holdings
Compliance-ready documentation & reporting
Alternative Investments Integration
Private equity, real estate, & venture fund access
Streamlined alternative onboarding workflows
Performance tracking across traditional & alternative holdings
Compliance-ready documentation & reporting
Alternative Investments Integration
Private equity, real estate, & venture fund access
Streamlined alternative onboarding workflows
Performance tracking across traditional & alternative holdings
Compliance-ready documentation & reporting
Analytics & Performance
Integration with your preferred analytics provider
Custom performance dashboards by advisor
Risk analytics & attribution reporting
Client-ready investment summaries
Analytics & Performance
Integration with your preferred analytics provider
Custom performance dashboards by advisor
Risk analytics & attribution reporting
Client-ready investment summaries
Analytics & Performance
Integration with your preferred analytics provider
Custom performance dashboards by advisor
Risk analytics & attribution reporting
Client-ready investment summaries
Trading & Execution
Direct integration with your trading platform
Bulk rebalancing across advisor books
Trade validation & compliance checking
Real-time execution monitoring
Trading & Execution
Direct integration with your trading platform
Bulk rebalancing across advisor books
Trade validation & compliance checking
Real-time execution monitoring
Trading & Execution
Direct integration with your trading platform
Bulk rebalancing across advisor books
Trade validation & compliance checking
Real-time execution monitoring
Multi-Tenant Architecture
Branded experiences for each advisor practice
Role-based access & permissions
Custom workflows by advisor tier or specialty
Centralized oversight with distributed control
Multi-Tenant Architecture
Branded experiences for each advisor practice
Role-based access & permissions
Custom workflows by advisor tier or specialty
Centralized oversight with distributed control
Multi-Tenant Architecture
Branded experiences for each advisor practice
Role-based access & permissions
Custom workflows by advisor tier or specialty
Centralized oversight with distributed control
Technical Excellence
Technical Excellence
Enterprise Infrastructure That Scales With Your Platform
Enterprise Infrastructure That Scales With Your Platform
Built for TAMPs
Multi-tenant architecture, enterprise security & scalable infrastructure that supports thousands of advisors without performance degradation.
Built for TAMPs
Multi-tenant architecture, enterprise security & scalable infrastructure that supports thousands of advisors without performance degradation.
Snowflake-Powered Data Engine
Your investment data, performance metrics & analytics in one unified, real-time warehouse that connects to any BI tool.
Snowflake-Powered Data Engine
Your investment data, performance metrics & analytics in one unified, real-time warehouse that connects to any BI tool.
White-Label Ready
Complete customization of branding, workflows & user experience. Your advisors see your platform, not ours.
White-Label Ready
Complete customization of branding, workflows & user experience. Your advisors see your platform, not ours.
API-First Design
Integrate with any system in your tech stack—custodians, trading platforms, CRMs, analytics providers, or proprietary tools.
API-First Design
Integrate with any system in your tech stack—custodians, trading platforms, CRMs, analytics providers, or proprietary tools.
Built for TAMPs
Multi-tenant architecture, enterprise security & scalable infrastructure that supports thousands of advisors without performance degradation.
White-Label Ready
Complete customization of branding, workflows & user experience. Your advisors see your platform, not ours.
Snowflake-Powered Data Engine
Your investment data, performance metrics & analytics in one unified, real-time warehouse that connects to any BI tool.
API-First Design
Integrate with any system in your tech stack—custodians, trading platforms, CRMs, analytics providers, or proprietary tools.
How It Works
How It Works
Implementation & Support
Implementation & Support
Built for Your Timeline & Success
Built for Your Timeline & Success
Rapid Deployment
Core Investment Center functionality deployed in 6-8 weeks. Advanced customizations & integrations follow your priority roadmap.
Rapid Deployment
Core Investment Center functionality deployed in 6-8 weeks. Advanced customizations & integrations follow your priority roadmap.
Advisor Training & Adoption
We handle advisor onboarding, training & adoption support so your team can focus on growth instead of tech support.
Advisor Training & Adoption
We handle advisor onboarding, training & adoption support so your team can focus on growth instead of tech support.
Dedicated TAMP Success Team
Your dedicated team includes platform strategists who understand TAMP operations, technical architects for seamless integrations & ongoing support managers.
Dedicated TAMP Success Team
Your dedicated team includes platform strategists who understand TAMP operations, technical architects for seamless integrations & ongoing support managers.
Continuous Enhancement
Regular platform updates, new feature development & ongoing optimization based on your feedback & industry evolution.
Continuous Enhancement
Regular platform updates, new feature development & ongoing optimization based on your feedback & industry evolution.
Rapid Deployment
Core Investment Center functionality deployed in 6-8 weeks. Advanced customizations & integrations follow your priority roadmap.
Dedicated TAMP Success Team
Your dedicated team includes platform strategists who understand TAMP operations, technical architects for seamless integrations & ongoing support managers.
Advisor Training & Adoption
We handle advisor onboarding, training & adoption support so your team can focus on growth instead of tech support.
Continuous Enhancement
Regular platform updates, new feature development & ongoing optimization based on your feedback & industry evolution.
Custom
Branded experiences without custom development
Custom
Branded experiences without custom development
60%
Reduction in advisor onboarding time
60%
Reduction in advisor onboarding time
Unified
Investment workflow across all product lines
Unified
Investment workflow across all product lines
Seamless
Integration with existing analytics platforms
Seamless
Integration with existing analytics platforms
Real-Time
Competitive intelligence & automated market response
“ Milemarker has helped Taiko build a scalable way to deploy our unique sorting, business logic, and associations so that advisors can build bespoke models, access SMAs and Alts — all under one roof. ”
Christopher Horvath, CFP©️
Managing Director, TAIKO
“ Milemarker has helped Taiko build a scalable way to deploy our unique sorting, business logic, and associations so that advisors can build bespoke models, access SMAs and Alts — all under one roof. ”
Christopher Horvath, CFP©️
Managing Director, TAIKO
“ Milemarker has helped Taiko build a scalable way to deploy our unique sorting, business logic, and associations so that advisors can build bespoke models, access SMAs and Alts — all under one roof. ”
Christopher Horvath, CFP©️
Managing Director, TAIKO
for TAMPs & OCIO's
for TAMPs & OCIO's
The Milemarker Advantage
No Compromise Architecture
Scale and customization aren't trade-offs. Our multi-tenant platform delivers both without technical debt.
No Compromise Architecture
Scale and customization aren't trade-offs. Our multi-tenant platform delivers both without technical debt.
Investment-Native Design
Built specifically for investment management workflows—not adapted from generic business software.
Investment-Native Design
Built specifically for investment management workflows—not adapted from generic business software.
Analytics Agnostic
Works with your existing analytics relationships while providing the flexibility to evolve over time.
Analytics Agnostic
Works with your existing analytics relationships while providing the flexibility to evolve over time.
Governance Built-In
Every workflow includes your compliance rules, risk parameters, and operational requirements from day one.
Governance Built-In
Every workflow includes your compliance rules, risk parameters, and operational requirements from day one.
No Compromise Architecture
Scale and customization aren't trade-offs. Our multi-tenant platform delivers both without technical debt.
Analytics Agnostic
Works with your existing analytics relationships while providing the flexibility to evolve over time.
Investment-Native Design
Built specifically for investment management workflows—not adapted from generic business software.
Governance Built-In
Every workflow includes your compliance rules, risk parameters, and operational requirements from day one.
Ready to Transform Your Investment Platform?
Stop choosing between scale and sophistication. Get both.
30 minutes to see how Investment Center works for TAMPs like yours.
Ready to Transform Your Investment Platform?
Stop choosing between scale and sophistication. Get both.
30 minutes to see how Investment Center works for TAMPs like yours.
Ready to Transform Your Investment Platform?
Stop choosing between scale and sophistication. Get both.
30 minutes to see how Investment Center works for TAMPs like yours.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
About Milemarker
TAMPs & OCIOs
How does Milemarker support TAMP model management and reporting?
Milemarker normalizes portfolio, performance, and allocation data from connected custodians and portfolio systems into a structured data layer that supports model-level reporting, performance attribution, and consolidated billing.
Can Milemarker handle the data volume of a large TAMP or OCIO operation?
Yes. Milemarker's Snowflake-powered infrastructure scales elastically with data volume. TAMPs and OCIOs managing hundreds of client firms and billions in AUM operate on the same infrastructure as smaller organizations.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
How does Milemarker support TAMP model management and reporting?
Milemarker normalizes portfolio, performance, and allocation data from connected custodians and portfolio systems into a structured data layer that supports model-level reporting, performance attribution, and consolidated billing.
Can Milemarker handle the data volume of a large TAMP or OCIO operation?
Yes. Milemarker's Snowflake-powered infrastructure scales elastically with data volume. TAMPs and OCIOs managing hundreds of client firms and billions in AUM operate on the same infrastructure as smaller organizations.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
About Milemarker
TAMPs & OCIOs
How does Milemarker support TAMP model management and reporting?
Milemarker normalizes portfolio, performance, and allocation data from connected custodians and portfolio systems into a structured data layer that supports model-level reporting, performance attribution, and consolidated billing.
Can Milemarker handle the data volume of a large TAMP or OCIO operation?
Yes. Milemarker's Snowflake-powered infrastructure scales elastically with data volume. TAMPs and OCIOs managing hundreds of client firms and billions in AUM operate on the same infrastructure as smaller organizations.
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.