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  • Milemarker™ Solutions
  • I AM A
  • Firm Leader

Stop Managing Chaos.

Start Leading Growth.

Stop juggling separate systems for public markets, alternatives, insurance, and managed accounts. Your advisors deserve a unified investment experience that actually works.

Milemarker™ gives firm leaders what they actually need: control.

Take Control
See Leadership Demo
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  • The Leadership Reality

You're Running a Ferrari with a Honda Dashboard

You're Running a Ferrari with a Honda Dashboard
Board meeting. Tuesday. 2pm.
“What’s our cost per advisor across offices?”

Mental scramble: Text the COO. Wait for Excel. Hope the numbers are right.

“Why are our advisors complaining about technology?”

Another fire drill: Check with IT. Survey the team. Promise fixes that take months.
“How do we scale without breaking everything?”

The eternal question: Add more people? Buy more software? Cross your fingers and hope?

You're leading a sophisticated business with Stone Age intelligence.
  • The Control Problem

Your Firm Has Grown Faster Than Your Systems

Process Fragmentation

Onboarding takes weeks. Trading requires PhD-level training. Compliance happens via email and hope.

Data Scattered
Revenue in one system. Client data in another. Performance in a third. None of them agree on the basic facts
Integration Nightmares
Every new software purchase creates three new problems. Your tech stack looks like digital spaghetti.
Advisor Frustration

Your team spends more time fighting systems than serving clients. Great advisors leave for firms with better tools.

You can't lead effectively when you can't see clearly.
  • What Firm Leaders Actually Need

Complete Control Over Your Business

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Process Control

Standardized workflows that scale with growth. Onboarding that works. Trading that makes sense. Compliance that’s automatic.
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Data Control

Works with your preferred analytics provider. Morningstar, FactSet, YCharts—your choice, our platform.
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Integration Control

All your systems talking to each other. Data flows automatically. Nothing falls through cracks. Everything just works
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Advisor Experience Control

Tools that make your team more productive, not more frustrated. Experiences that reflect your firm’s excellence.

What You Get

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Complete Process Orchestration

  • Automated workflows that eliminate manual handoffs

  • New account opening that works across all custodians

  • Trading systems that advisors actually want to use

  • Compliance monitoring that catches issues before they become problems

Revenue dashboard displaying total revenue of $25,109,457.49 with a 4.54% increase, alongside a circular chart indicating assets under management (AUM) of $136.4 million.

Unified Business Intelligence

  • Real-time dashboards showing what matters most

  • Financial metrics that update automatically across all systems

  • Advisor productivity analytics that drive better decisions

  • Client intelligence that predicts problems and opportunities

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Seamless Integration Architecture

  • 130+ pre-built connections to wealth management platforms

  • Single source of truth for all your business data

  • Automated synchronization across CRM, custodians, and portfolio systems

  • Enterprise security that meets institutional standards

Client management dashboard displaying financial metrics, including assets and liabilities, with integrated fintech options, emphasizing Milemarker™ Solutions for improved advisor experience and operational efficiency.

Exceptional Advisor Experience

  • Branded platforms that reflect your firm's identity

  • Unified client views that eliminate tab switching

  • Mobile-optimized tools that work anywhere

  • Self-service capabilities that reduce support burden

The Leadership

Complete Process Orchestration and Unified BI for Your Firm

  • Before Milemarker™
  • Strategic decisions = delayed by data gathering

  • Board meetings = "let me get back to you"

  • Advisor complaints = weekly IT fire drills

  • Growth planning = hope your systems don't break

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  • After Milemarker™
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Strategic decisions

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backed by real-time intelligence

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Board meetings

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confident answers to any question

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Advisor satisfaction

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high-performance tools they love

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Growth planning

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scalable infrastructure that supports ambition

Real Results

What Milemarker™ does is beyond transformational for the businesses they partner with. Excited to see what is next.

Abby Salameh, Chief Growth Officer at RFG Advisory, smiling in a professional portrait, representing leadership and strategic growth in financial services.

Abby Salameh

Chief Growth Officer, RFG Advisory

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75%

reduction in operational fire drills
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Real-time

visibility into all business metrics
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Unified

advisor experience across all touchpoints

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Scalable

infrastructure that grows with the business
Leadership

Control Features

Strategic Intelligence

  • Executive dashboards with real-time business metrics

  • Predictive analytics that identify opportunities & risks

  • Benchmarking tools that show how you compare to peers

  • Scenario modeling for strategic planning & decision making

Dashboard displaying real-time revenue metrics and asset management data, including total AUM, revenue trends over three years, and detailed breakdowns by age bracket, illustrating Milemarker™ Solutions' unified revenue reporting capabilities.

Operational Excellence

  • Automated workflow management across all business processes

  • Exception monitoring that catches problems before they escalate

  • Resource optimization analytics that improve efficiency

  • Scalability assessment tools for growth planning

Trade center interface displaying client account details for Elaine Benes and Jerry Seinfeld, featuring model selections and allocations, with a notification confirming trade submission completion.

Team Empowerment

  • Advisor productivity analytics & development insights

  • Client satisfaction monitoring & improvement recommendations

  • Technology adoption tracking & optimization opportunities

  • Performance management tools that drive results

Annual billable asset growth chart showcasing performance metrics for the Diamond Team, including figures for Pine, Oak, Hickory, and Spruce from 2018 to 2021, emphasizing financial control and strategic insights for firm leaders.

Financial Control

  • Real-time P&L visibility across all business lines

  • Cost allocation & margin analysis by advisor & office

  • Revenue forecasting with confidence intervals

  • Investment ROI tracking for technology & infrastructure

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Built For

Leadership Excellence

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Enterprise-Grade Security

Enable advisors to build bespoke models and implement unique strategies within your governance framework.

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Scalable Architecture

Infrastructure that grows with your ambitions. Add advisors, offices, and services without breaking what works.

Integration Leadership

Connect any system, normalize any data, automate any process. Your technology works for you, not against you.

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Brand Consistency

Every client and advisor interaction reflects your firm’s excellence and professional standards.

Advanced

Leadership Capabilities

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Multi-Entity Management

  • Oversight across multiple offices, brands, or acquired firms

  • Unified reporting with distributed control & customization

  • Consistent processes with local flexibility where needed

  • Centralized compliance with decentralized operations

Dashboard interface displaying financial metrics, including total AUM, annual revenue, and segmented ledger breakdown, emphasizing data-driven insights for firm leaders in financial services.

Strategic Planning Support

  • Data-driven acquisition target identification & due diligence

  • Market opportunity analysis based on your actual performance

  • Competitive intelligence that guides positioning & strategy

  • Growth scenario modeling with resource requirement planning

Advisor team profitability metrics, portfolio value vs. net amount invested chart, total portfolio value of $73,568,538 with a 4.54% increase, performance trend showing 15.2% and projected values for October and November 2025.

Board-Ready Intelligence

  • Automated board packages that update in real-time

  • Key performance indicators aligned with strategic objectives

  • Risk monitoring & mitigation tracking

  • Investor relations support with transparent, audit-grade data

Fees by quarter for advisors George Costanza and Cosmo Kramer, showing total revenue, and annual billable asset growth data for the Diamond Team, including financial figures from 2018 to 2023, illustrating automated revenue reporting and reconciliation for financial firms.

Succession Planning

  • Performance analytics that identify future leaders

  • Knowledge management systems that preserve institutional memory

  • Training & development tracking for key personnel

  • Business continuity planning with data-driven insights

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 Lead With Control?

See Leadership Demo

Watch how firm leaders gain complete control over their operations.

Book Strategy Session

45 minutes to map your path from operational chaos to leadership control.

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Stop being a systems administrator.

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Stop apologizing for broken processes.

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Stop accepting "that's just how it works" as an answer.

Why This Matters to Leaders

Every day you spend managing systems is a day not spent leading your firm. Every frustrated advisor is potential talent walking out the door.

As a firm leader, your job is to create the conditions for success—for your team, your clients, and your business.

Take control of your firm's technology, processes, and data. Lead with the intelligence and tools your vision deserves.