Wealth Management Data Essentials
Milemarker · Finance & Accounting
Certification per AWS Marketplace.
Evidence tier Source Confirmed · 4 captures on record
What the publisher says
As described on AWS Marketplace.
**Unlock Reporting, Integrated Workflows, and Advisor Experiences**
Once the data is centralized, Milemarker enables wealth firms to:
Show the rest of the publisher’s description (10 more lines)
**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
Highlighted by the publisher on AWS Marketplace.
Integrated data for: CRM: Salesforce, Wealthbox, Redtail
Portfolio Accounting & Reporting: Orion, Black Diamond, Tamarac
Custodians: Schwab, Fidelity, Altruist, Pershing, Apex
Agent build and provenance
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Plans and pricing as listed
1 listed- Units
Refund terms
As stated by the publisher on AWS Marketplace.
No refunds available.
Sources
Linked repositories
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