Run Your Wealth Platform by Asking

​See how wealth management firms are eliminating hours of manual platform work and unlocking the full potential of their Milemarker investment, without rebuilding their tech stack. MCP is now live. Here's what it means for your firm.

​Here is how it works today. Your team writes a SQL query. Copies it into a dashboard tool. Deploys it. Tests it. Logs the work. Rebuild it next quarter when the requirements change. And by the time the configuration is done, the business has already moved on.

​Running your wealth platform shouldn't require five tools and a ticketing system. But for most firms, it does.

​In this session, Jud Mackrill and Kailash Duraiswami will show you exactly how firms are operating their entire Milemarker platform through natural conversation with AI, and what becomes possible when querying data, deploying dashboards, managing users, and running platform-wide projects collapse into a single sentence.