The integration between Wealthbox and Milemarker allows firms to extract data from Wealthbox, enabling comprehensive reporting and analytics across key performance metrics. Data from various systems, such as portfolio accounting tools, can automatically update Wealthbox records, ensuring consistency and accuracy across platforms. Advisors can also create dynamic scorecards using KPIs to track and improve performance effectively.

To set up the integration with Milemarker, email hello@milemarker.co and request assistance with connecting your Milemarker account. Once your request is received, the Milemarker team will guide you through the setup process, ensuring everything is configured correctly.