- Solutions
- Milemarker™ For
- Broker Dealers
From Manual to Masterful.
Run a Better Broker Dealer with Data That Works.
You’ve got 100+ reps, 30+ data sources, and 1 compliance team hanging on for dear life.
Your dashboards don’t match your books. Your advisors chase answers. Your home office is buried in email.
It’s not sustainable.
Milemarker™ fixes the pipes—so you can lead like a platform.
- The Hidden Problem
You’re scaling reps…
But not your systems.
The tools look good on paper. But in reality:
Compensation reports take hours to reconcile
CRM is out of sync with custodial data
Compliance tasks get lost in inbox purgatory
Reps can’t self-serve anything—so they ping your ops team
You’re not short on talent. You’re short on automation.
- What Milemarker™ Does For You
We build the data infrastructure
you wish you had from the start.
Milemarker™ connects your data, streamlines your workflows, and gives you a single place to manage your business.
Automated compensation + revenue splits
Rep-facing portals with live dashboards
Real-time custodian + clearinghouse data sync
Pre-trade workflows that tie into your trade blotter
Intelligent compliance workflows (no more email chases)
It’s like building your own back office… without the headcount.
- How It Works
Plug in. Define your rules. Deploy workflows.
Everything stays current, automated & trackable.
Connect your tech stack
(custodians, CRMs, compliance, commissions, billing)
Define compensation rules, thresholds, escalation paths
Deploy your rep + home office console
Why It Matters
One of the biggest challenges facing financial firms today is true ownership of their data.
Data about their clients, prospects, and their business is living in a variety of systems that don’t always talk to each other that well. That limits the firm’s ownership of the data and their ability to run their business effectively and serve their clients to the fullest. Jud and the Milemarker™ team, they’re on a mission to solve that problem.
Mike Langford
CEO FinservMarketing
