Overview
Milemarker is the data infrastructure platform for wealth management firms. It connects the systems advisors already use, including custodians, CRMs, and planning tools, and unifies that data into the dashboards, reporting, and automated workflows that run the business.
With the Betterment integration enabled, your firm’s Betterment account data flows into Milemarker automatically, with no manual exports, alongside the rest of your custodial and platform data. The result is a single, complete view of your book of business.
The information sent to Milemarker includes:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Log in to your advisor dashboard and navigate to Settings > Integrations.
- Select Milemarker from the list and click Connect to Milemarker.
- You will see confirmation that the integration has been enabled. Data will be sent to Milemarker within one business day.
- No additional setup is required on the Milemarker side. Once Betterment begins sending your firm’s files, Milemarker automatically brings your account, position, transaction, and tax lot data into your firm’s Milemarker environment, where it appears in your dashboards and reporting.
- If your firm is not yet using Milemarker, or you’d like to confirm your data is flowing, reach out to your Milemarker Partner Success contact or email connect@milemarker.co and the team will help you get set up.
