Sold by: Milemarker
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
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Delivery method
Deployed on AWS
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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 |
Dimensions summary
This listing offers one pricing dimension: Firm Essentials, billed by units under a contract. You warehouse your firm's data and give the firm full access to it. Executives receive key metrics for revenue and reporting, and you can adjust these metrics at the firm's request. Because pricing is unit-based, your cost scales with the number of units you contract. There are no separate tiers or add-on options on Marketplace — you buy this single dimension and set your unit quantity to match your firm's needs.
Top-of-mind questions for buyers
A unit is a billing measure tied to your firm's warehoused data and access. The listing bills by units, so you set a quantity that matches your firm's data scope. The vendor sizes pricing around firm size and the number of integrations you need, so contact the vendor to map your firm to a unit count.
Because billing is unit-based, your cost scales with the unit quantity you contract. Adding more data sources or integrations can raise the units you need. The platform is built to scale from small firms to large enterprises without performance loss, but added scope means adjusting your contracted units. Contact the vendor to resize.
Executives get key metrics for revenue and reporting, drawn from your warehoused firm data. Your firm receives full access to that data. You can request adjustments to the metrics so they reflect your firm's reporting needs. The metrics build on the underlying data foundation that unifies systems into one normalized view.
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