Gateway Financial Partners Launches GatewayGO, a New Advisor Experience Platform Powered by Milemarker

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Gateway Financial Partners. (2026, October 27). Gateway Financial Partners launches GatewayGO, a new advisor experience platform powered by Milemarker. PR Newswire. https://www.prnewswire.com/news-releases/gateway-financial-partners-launches-gatewaygo-a-new-advisor-experience-platform-powered-by-milemarker-302920027.html

Gateway Financial Partners, an independent wealth management firm supporting more than 200 affiliated advisors across 27 states with over $10 billion in assets under advisement, launched GatewayGO, a branded advisor experience platform powered by Milemarker.
The platform combines the custodian, CRM, marketing, portfolio, planning, billing, and compliance systems advisors already use into one view of households, assets, revenue, and open items, alongside firm resources, workflows, and growth tools.
GatewayGO is built around Gateway's model pairing an LPL Financial OSJ structure with a hybrid RIA.
Its stated capabilities are a single advisor dashboard, connected workflows automated across existing systems, an AI-ready firm-owned data foundation, and support for recruiting, practice acquisitions, and succession transitions.
Milemarker unifies Gateway's systems into one reconciled data foundation held in Gateway's own governed environment, and Milemarker cofounder and CEO Jud Mackrill said future dashboards, workflows, and AI tools will draw on the same trusted figures.
Gateway will begin rolling GatewayGO out to affiliated advisors in November 2026, with additional capabilities released in phases.

Knote: Once you get that data foundation in place, the sky is the limit.