Articles from Milemarker
New AI interface lets firms manage their entire Milemarker platform — data, dashboards, metrics, search, and users — through natural conversation. The program works with Claude, ChatGPT, Codex, and Gemini.
By Milemarker · Via GlobeNewswire · May 5, 2026
Unlike generic API-based tools, Milemarker Relay runs on top of data already normalized across 130+ wealth management systems—so workflows understand accounts, advisors, sleeves, and compliance rules out of the box.
By Milemarker · Via GlobeNewswire · April 14, 2026
Wealth Management Data Infrastructure Leader Adds Veteran Orion Executive to Drive Operational Excellence and Client Success
By Milemarker · Via GlobeNewswire · February 23, 2026
Strategic technology partnership enables seamless data connectivity across Elevation Point's expanding network of independent advisors and OCIO platform
By Milemarker · Via GlobeNewswire · December 18, 2025
New integration provides comprehensive data transparency and enhanced investment decision-making capabilities across traditional and digital asset classes
By Milemarker · Via GlobeNewswire · December 9, 2025
New natural language interface turns Milemarker's connected wealth tech stack into a conversational research partner—without compromising data security
By Milemarker · Via GlobeNewswire · December 2, 2025
New platform empowers wealth management firms to deploy queries, metrics, and workflows at the speed of their ambition
By Milemarker · Via GlobeNewswire · September 9, 2025
Data Engine for Wealth Management Recognized for Transforming How Firms Control Their Technology
By Milemarker · Via GlobeNewswire · September 8, 2025
