Curated News
By: NewsRamp Editorial Staff
September 12, 2024
Milemarker Unveils Firm Intelligence: The Power to Control, Integrate, and Unlock Your Wealth Management Data
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- Gain a competitive edge with Milemarker's Firm Intelligence platform, revolutionizing how financial advisors automate processes and communicate with clients.
- Milemarker's Firm Intelligence synthesizes data across systems, delivering a streamlined solution that enhances efficiency and drives growth for financial advisory firms.
- Milemarker's Firm Intelligence empowers financial advisors to better serve clients and engage with prospects, creating a new era of transparency and automation of data in the business.
- In just two years, Milemarker has built a fast-growing company with team members across the United States and an impressive roster of some of today’s fastest-growing advisory firms.
Impact - Why it Matters
This news matters because it introduces a groundbreaking platform that empowers financial advisors to enhance their use of technology, delivering a clear return on investment. It impacts wealth management firms by providing a solution to automate processes, integrate systems, and communicate with clients, ultimately enhancing efficiency and driving growth.
Summary
Milemarker, a fintech firm, has launched Firm Intelligence, a platform that revolutionizes how financial advisors automate processes, integrate systems, and communicate with clients. The platform consolidates essential data into a single pane of glass, empowering advisory firms to break free from fragmented data and disjointed systems. Milemarker's CEO, Kyle Van Pelt, emphasized that the platform enables wealth management firms to maximize the potential of their current tech stacks, allowing them to focus on serving clients and engaging with prospects.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Milemarker Unveils Firm Intelligence: The Power to Control, Integrate, and Unlock Your Wealth Management Data
