APIs in Practice: Applications, Automations, Agents & More

​For wealth management firms, owning your API is the difference between being dependent on vendor timelines and being in control of your own technology roadmap. It means your data isn't siloed inside platforms that don't talk to each other — it becomes a shared foundation every tool in your stack can draw from. As AI becomes more central to how firms operate, the firms with structured, accessible data will move faster and build more reliably than those without it.

Milemarker is hosting a free webinar on June 24 at 1:00 PM Eastern to walk through the Milemarker API — what it connects, what it unlocks, and how firms are using it today.

​The session will cover how a firm-owned API brings together custodial accounts, planning tools, and CRM into a single structured data foundation, and what that makes possible across four areas:

• ​Applications — connecting or building tools that run on your firm's data

• ​Automations — eliminating manual work across the systems you already use

• ​Agents — enabling AI to work on real data, with real context

• ​Reporting, workflows, and integrations — without rebuilding from scratch

​The webinar is led by Jud Mackrill, Co-Founder & CEO of Milemarker, and Kailash Duraiswami.