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Milemarker and FINTRX, two leading technology platforms in the financial advisory sector, have announced a collaborative partnership aimed at transforming how advisory firms, independent broker-dealers (IBDs), and registered investment advisors (RIAs) manage and leverage data.
The partnership combines Milemarker’s robust data integration platform with FINTRX’s comprehensive data and research capabilities, offering financial professionals unprecedented insights and operational tools. By integrating FINTRX’s extensive dataset of over 850,000 financial institution and advisor records with Milemarker’s workflow solutions, the collaboration addresses two critical challenges in the advisory industry: data fragmentation and operational scalability.
Milemarker Co-Founder Jud Mackrill emphasized the strategic importance of the partnership, noting that advisory firms are increasingly challenged by complex technological landscapes. The integration will enable advisors to access FINTRX’s intelligence within their existing workflows, providing deeper insights and more personalized business strategies.
FINTRX CEO Russ D’Argento highlighted the partnership’s potential to deliver world-class data and intelligence, enabling advisory firms and asset managers to thrive in a competitive environment. The collaboration aims to unify disparate data sources, creating a comprehensive operational view and unlocking powerful analytics for growth, recruitment, and client success.
The partnership offers financial advisors advanced tools for talent recruitment and prospect engagement, facilitating more meaningful connections in an increasingly competitive market. Milemarker’s platform, which supports six distinct use cases, will now seamlessly integrate with FINTRX’s AI-powered data platform, providing users with enhanced capabilities for system synchronization, firm analytics, workflow management, and document processing.
By combining their technological strengths, Milemarker and FINTRX are positioning themselves as innovative solutions providers that empower financial professionals to make more informed decisions, build stronger relationships, and drive business growth.
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