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  • Milemarker™ Solutions
  • I AM A
  • CEO

Stop Flying Blind in

See Your Firm's True Costs in Real Time

You built a quality firm. But when the board asks “What’s our cost per advisor?” you’re still building spreadsheets.

Milemarker™ gives CEOs real answers. In real time.

See CEO Demo
Get Real Numbers
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  • The Problem

Million-Dollar Decisions. Spreadsheet Data.

Board meeting. Tuesday. 2pm.
"What's driving our margins this quarter?"
Scramble. Export. Calculate. Hope.
"How profitable is the Chicago office?"

Text your COO. Wait. Get an answer that’s three weeks old.

"Which advisors are actually growing revenue?"

Another spreadsheet. More guesswork.

You're running a sophisticated business with Stone Age data.
  • What You Get

Real Numbers. Real Time

Real Simple.

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Know Your True Costs

Cost per advisor. Office profitability. Technology spend. All updating automatically.

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See What's Working

Which services make money. Which advisors drive growth. Which clients are profitable.

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Pay With Confidence

Advisor compensation calculated automatically. No more payout disputes or manual reconciliation.

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Make Better Decisions

Revenue trends. Margin analysis. Growth opportunities. Updated every morning.

The Difference

  • Milemarker™
  • "Give me our numbers" = 3-day Excel project

  • Board prep = stress & spreadsheets

  • Advisor complaints about pay = weekly occurrence

  • Strategic decisions = gut feeling + hope

  • Milemarker™
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"Give me our numbers"

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open dashboard

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Board prep

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10 minutes

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Advisor pay transparency

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automatic

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Strategic decisions

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data-driven confidence

Real Results

And if you want to run a profitable business, the focus has to be on collaborating with the advisors on identifying and measuring clear goals. Milemarker™ makes all of this possible.

Picture of Shannon Spotswood

Shannon Spotswood

CEO of RFG Advisory

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Automated

compensation transparency

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Real-time

advisor profitability

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75%

less time on manual reporting

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Data-driven

M&A decisions

What CEOs

Actually Need

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Financial Truth

  • True cost per advisor

  • Real office profitability

  • Actual margins (not estimates)

  • EBITDA that adds up

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Growth Intelligence

  • Which solutions make money

  • Which advisors are growing

  • Which clients are profitable

  • Where opportunities hide

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Operational Clarity

  • Compensation that's transparent

  • Workflows that work

  • Compliance that's automatic

  • Problems before they happen

Built For

How You Work

Mobile Dashboards

Your numbers. Your phone. Your flight to the conference.

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Exception Alerts

Only get pinged when something needs your attention.

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Board-Ready Reports

Professional slides that update themselves.

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Enterprise Security

SOC 2 compliant. Because your auditors care.

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Implementation Reality

No IT drama. No system downtime. No data migration disasters.

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Week 1:

Connect your systems

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Week 2:

Build your dashboard

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Week 3:

Train your team

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Week 4:

Make better decisions

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Also built for:
  • Your Whole Team
Milemarker logo in white, representing a financial advisory business focused on serving, specializing, and scaling for growth.

Ready to See Clearly?

Book CEO Demo

20 minutes. Real dashboards. Real data.

Get Started

Stop flying blind today.

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Get back to strategy.

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Get back to growth.​

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Get back to leading.

Why This Matters

You didn't build a business to manage spreadsheets.

Let Milemarker™ handle the numbers.