Sold by: MilemarkerÂ
Integrate all wealth management technology into a data lake. These include CRM (Salesforce, Wealthbox, Redtail, etc.), Portfolio Accounting (Orion, Black Diamond, Tamarac, etc.), Custodian (Schwab, Fidelity, Altruist, etc.), Planning (eMoney, Right Capital), and more. Then deploy reporting, integrated workflows, and an advisor portal.
Overview
Unlock Reporting, Integrated Workflows, and Advisor Experiences
Once the data is centralized, Milemarker enables wealth firms to:
Deploy Unified Reporting
Build cross-platform performance, compliance, and client analytics using tools like Amazon QuickSight, Snowflake, and Power BI. Advisors and leadership can now make data-driven decisions with visibility into KPIs such as client retention, AUM flows, advisor productivity, and planning engagement, all from one source of truth.
Automate Integrated Workflows
Orchestrate business-critical workflows across your tech stack. For example:
- Trigger CRM tasks based on custodian activity (e.g., account funded - send onboarding checklist).
- Alert advisors when portfolio drift exceeds thresholds from portfolio management data.
- Update planning recommendations dynamically based on external data feeds.
These workflows are powered by secure APIs and event-driven automation, managed via AWS Lambda, Step Functions, and event buses.
Launch a White-Labeled Advisor Portal
Milemarker offers a modular advisor portal framework that can be rapidly deployed and customized. This portal becomes the front door for advisors, surfacing prioritized actions, real-time client insights, reports, and workflow statuses. All of this is dynamically powered by the unified data layer and secured through AWS Identity and Access Management (IAM), Cognito, and encryption best practices.
Highlights
- Integrated data for: CRM: Salesforce, Wealthbox, Redtail
- Portfolio Accounting & Reporting: Orion, Black Diamond, Tamarac
- Custodians: Schwab, Fidelity, Altruist, Pershing, Apex
Details
Sold by
Delivery method
Deployed on AWS
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Fast-track AI initiatives with agents, tools, and solutions from AWS Partners.
Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/36 months |
|---|---|---|
Firm Essentials | Warehouse firm data with full access given to the firm. Executives are provided key metrics around revenue, reporting. These metrics can be adjusted at the firm's request. | $90,000.00 |
Vendor refund policy
No refunds available.
Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA)Â .
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
Dedicated Account Manager with direct email support and weekly meetings. Contact us at
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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