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Wealth Management Data Essentials

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.

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About

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.

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