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Milemarker Empowers Financial Advisors with AI-Ready Data Solutions

Milemarker revolutionizes wealth management technology with AI-ready data solutions, empowering financial advisors to maximize their data strategy and unlock the full potential of their data warehouses. The Milemarker Data Model helps firms integrate disparate data sources into a cohesive system, delivering actionable insights and enhancing client outcomes.

Accenture’s study revealed that 83% of financial advisors believe AI will have a direct, measurable, and consistent impact on client-advisor relationships, and many firms lack the foundational data infrastructure for actionable insights. Milemarker's Data Model helps advisors transform their data strategy, enabling ownership and control of their data, and amplifying their value.