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  • Milemarker™ Solutions
  • I AM A
  • COO

One System. One Data Entry.

Infinite Scale.

Stop managing workflows with spreadsheets and email threads. Stop entering the same data into six different systems. Stop wondering why your operations break every time you grow.

Milemarker™ adds the control layer your operations actually need.

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  • The COO Reality

Your Operations Are Held Together With Digital Duct Tape

New account opening

Advisor fills out intake form. You re-enter data into the CRM. Then into Orion. Then into DocuSign. Then into the custodian. Then you pray nothing breaks.

Trading workflow

Advisor submits trade request via email. You manually enter it into your trading system. Hope the allocations are right. Cross your fingers on settlement.

Client onboarding

Data lives in seven places. No one knows what step comes next. Clients get frustrated. Advisors blame operations.

Every time you scale, the chaos multiplies.
  • What Milemarker™ Fixes

The Control Layer

Your Operations Deserve

Single Data Entry, Multiple Systems

Enter client data once. Watch it flow automatically to your CRM, portfolio system, custodian, and billing platform.

Unified Workflows

New Account Opening, Trading Overlays, Investment Center—all connected through one intelligent system.

Operational Consistency

Every process follows the same pattern. Every team member knows the next step. Every client gets the same experience.

Scale Without Breaking

Add advisors, acquire firms, launch new services. Your operations infrastructure grows with you.

The Transformation

  • Before Milemarker™
  • New account opening = 2 weeks, 6 systems, 47 manual steps

  • Trading requests = email chaos & Excel tracking

  • Client onboarding = "let me check five systems"

  • Scaling up = hiring more people to do manual work

  • After Milemarker™

New account opening

3 days, automated workflows,
zero manual entry

Trading requests

click to submit,
automatic allocation

Client onboarding

guided workflows with
real-time status

Scaling up

adding capacity
without adding chaos

Real COO Results

There are enough closed-off vendors in this space that I think are opening themselves up to risk of disruption. Data lakes were my method to tackle the silo problem. And, why I continually refer people to Milemarker™ – they’ve been solving this problem for years. Great team.

Picture of Brad Felix

Brad Felix

Operating Partner Firetoad

60%

faster account opening

90%

reduction in manual data entry

Zero

client data errors

Scalable

operations that grow with the business

for COOs

Key Solutions

New Account Opening

  • Single intake form flows to all systems

  • Automated document generation & routing

  • Real-time status tracking & exception handling

  • DocuSign integration with automatic account creation

Trading Overlays

  • Advisor-initiated trade requests

  • Automatic validation & allocation

  • Direct integration with Orion & custodians

  • Complete audit trails & compliance monitoring

Workflow Automation

  • Custom process builders for any operational flow

  • Exception management & routing

  • Role-based approvals & notifications

  • Complete visibility into every step

Investment Center

  • Unified view across public markets & alternatives

  • Model management & portfolio construction

  • Performance tracking & client reporting

  • Scalable infrastructure for multiple investment strategies

Built For

Operational Excellence

Process Visibility

See exactly where every client, account & transaction stands in real-time.

Exception Management

Get alerts when processes deviate from normal. Fix problems before they become client issues.

Team Coordination

Clear handoffs, defined responsibilities & automated notifications keep everyone aligned.

Quality Control

Built-in validations, approval workflows & compliance checks prevent errors at the source.

Beyond

Basic Automation

M&A Integration

Standardized processes that make acquiring & integrating new firms seamless.

Compliance Automation

Built-in regulatory requirements & audit trails that keep you compliant by design.

Performance Optimization

Real-time metrics on process efficiency, team productivity & client satisfaction.

Future-Proof Infrastructure

Scalable architecture that adapts as your business evolves & grows.

That Works

Implementation

Week 1:

Map current workflows & identify automation opportunities

Week 2:

Configure core processes & system integrations

Week 3:

Configure core processes & system integrations

Week 4:

Go live with automated workflows

  • No operational downtime.

    We implement alongside your current processes.

  • No system disruption.

    We work with your existing technology stack.

  • No team chaos.

    We train your people & provide ongoing support.

Also built for:
  • Your Whole Team

Ready to Build Real Operations?

Stop managing chaos. Start engineering scale.
Get Process Audit

Free analysis of your current operational efficiency.

Book Operations Demo

See unified workflows and automated processes in action.

Download Implementation Guide

Step-by-step approach to operational transformation.

Extract Maximum Value

Connect your existing tools instead of replacing them. Get more ROI from your current technology investment.

Scale Intelligently

Growth doesn’t require proportional increases in operational headcount.

Deliver Consistency

Every client gets the same high-quality experience, regardless of which advisor or team member handles their account.

Focus on Strategy

Stop putting out fires. Start optimizing processes and planning for growth

The Operations

Advantage