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  • Solutions
  • Milemarker™ For
  • Aggregators

Bring Every Firm Into Focus.

One Platform for All Your Partner Data.

You’re the platform. The amplifier. The scaled back office.

But onboarding new firms means inheriting messy data, siloed systems, and a patchwork of reporting that doesn’t add up.

Milemarker™ lets you unify it all—without starting over.

Book a Strategy Call

No pitch. Just a 20-minute walkthrough to see how we help aggregators run leaner, smarter, and faster.

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  • What’s Broken

The more firms you add…

the more fragmented your data gets.

Aggregation sounds clean. Until:
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One firm uses Orion, another uses Black Diamond

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CRMs range from Wealthbox to Redtail to “we don’t have one”

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Compensation models vary wildly

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Reporting is reactive, not real-time

You’ve got a front row seat to chaos—and a mandate to make it work.
  • What Milemarker™ Fixes

We make your
aggregator platform

actually feel like a platform.

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Normalize data across firms + systems

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Standardize firm reporting with customizable dashboards

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Build home office tools for service, billing & compliance

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Create benchmarks to help each firm grow

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Automate rep access, comp rules & data permissions

Orchestrate Clarity in Aggregator Data Management

Connect each firm’s stack

(as-is)

Normalize & map core metrics

(revenue, AUM, productivity)

Cube icon representing unified revenue data management for financial firms, emphasizing streamlined reporting and integration of multiple custodial systems.
Deploy firm-specific + home office dashboards
Line chart illustrating revenue reporting automation, emphasizing streamlined processes and improved accuracy for financial firms.
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Layer in workflows to reduce manual ops
Cog graphic representing streamlined data flow and automation for client onboarding processes in financial services.
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  • How It Works

Flexible infrastructure built for the messy middle.

Think: Zapier, but for enterprise wealth management.

Why Aggregators
Trust Milemarker™

Where we are always asking ourselves:

How are we running this business? How are we scaling this business? How can we make smarter decisions? What do we need to stop doing? What do we need to start doing? What do people hate about their job? How do we eliminate it?

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

Milemarker logo in white, representing a financial advisory business focused on serving, specializing, and scaling for growth.
You’ve already built the brand.

Now build the engine to support it.

Let’s Talk: Book a Strategy Call
Other Solutions For:
  • RIA's & Family Offices
  • Broker Dealers