- 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.
No pitch. Just a 20-minute walkthrough to see how we help aggregators run leaner, smarter, and faster.
- What’s Broken
The more firms you add…
the more fragmented your data gets.
Aggregation sounds clean. Until:
One firm uses Orion, another uses Black Diamond
CRMs range from Wealthbox to Redtail to “we don’t have one”
Compensation models vary wildly
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.
Normalize data across firms + systems
Standardize firm reporting with customizable dashboards
Build home office tools for service, billing & compliance
Create benchmarks to help each firm grow
Automate rep access, comp rules & data permissions
You don’t need to force conformity. You just need to orchestrate clarity.
Connect each firm’s stack
(as-is)
Normalize & map core metrics
(revenue, AUM, productivity)
Deploy firm-specific + home office dashboards
Layer in workflows to reduce manual ops
- 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.
Shannon Spotswood
CEO of RFG Advisory
You’ve already built the brand.
Now build the engine to support it.
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