- Milemarker™ Solutions
- I AM A
- CFO
Turn Financial Chaos
Into Crystal Clear Insight
Tired of spending weeks reconciling advisor payouts? Sick of building revenue reports from scratch every month? Ready to actually use your data instead of just managing it?
Milemarker™ automates the complex stuff so you can focus on strategy.
- The CFO Reality
Your Month-End Close Shouldn't Take a Month
Every month, the same nightmare:
Advisor payouts scattered across 6 systems.
Revenue data that doesn’t match.
Fee calculations you can’t explain.
Executives asking for numbers you don’t trust.
By the time you finish reconciling, the data's already old.
You're not a data entry specialist. You're a CFO.
- What Milemarker™ Fixes
Automate the Mess.
Optimize the Business.
Payout Automation
Complex advisor compensation calculated automatically. Grid schedules, overrides, bonuses—all reconciled in real time.
Revenue Clarity
Multi-custodial fee data, billing reconciliation, and revenue attribution across advisors, offices, and products.
Financial Intelligence
Cost allocation, margin analysis, and profitability insights that actually help you optimize the business.
Audit-Ready Data
Complete transaction trails, automated reconciliation, and compliance reporting that makes audits painless.
The Transformation
- Before Milemarker™
-
Month-end close = 15+ days
-
Payout disputes = weekly headaches
-
Revenue reports = manual Excel nightmares
-
Board questions = "let me get back to you"
- After Milemarker™
Month-end close
3 days
Payout disputes
eliminated
Revenue reports
click a button
Board questions
answered instantly
Real CFO Results
Thanks to Milemarker™, our leadership team and advisors now have greater access to the data we need to effectively run our business.
Laura Hubbell
Chief Information Officer at SignatureFD
Automated
multi-custodial revenue reporting
Real-time
profitability by advisor/office
80%
faster month-end close
Zero payout
reconciliation errors
What CFOs Get
Compensation Management
-
Automated grid calculations and overrides
-
Real-time payout previews for advisors
-
Multi-tier commission structures
-
Bonus and incentive tracking
Financial Reporting
-
Revenue by advisor, office, and product
-
Cost allocation and margin analysis
-
Multi-custodial fee reconciliation
-
EBITDA and profitability dashboards
Optimization Insights
-
Advisor productivity benchmarking
-
Client profitability analysis
-
Service line performance tracking
-
Growth opportunity identification
Compliance & Audit
-
Complete transaction audit trails
-
Automated regulatory reporting
-
SOC 2 compliant data handling
-
Role-based access controls
Built For
CFO Workflows
Real-Time Dashboards
See your numbers update as transactions happen. No more waiting for month-end.
Exception Management
Get alerts when something’s off. Catch problems before they become headaches.
Automated Reports
Board decks, management reports, and compliance filings that build themselves.
Integration Ready
Works with your existing accounting, payroll & ERP systems.
Implementation That Works
-
Your auditors will love the clean data trails.
-
Your advisors will love the payout transparency.
-
You'll love having your life back.
Week 1:
Connect accounting and payout systems
Week 2:
Configure compensation rules and reporting
Week 3:
Validate numbers & train your team
Week 4:
Run your first automated close
Ready to Automate
Your Close?
Stop spending weeks on work that should take hours.
Quantify the time and cost savings.
See automated payouts and revenue reporting in action.
How other CFOs transformed their operations.
Stop Playing Defense
Move from reactive reconciliation to proactive optimization.
Trust Your Numbers
Automated calculations mean no more second-guessing your data.
Focus on Strategy
Spend time analyzing the business, not building spreadsheets.
Scale Without Breaking
Your financial infrastructure grows with your business.