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  • Milemarker™ Solutions
  • I Want To
  • Simplify My Revenue Reporting

Your Board Asks for Numbers.

You Build Spreadsheets.

Multi-custodial data that doesn’t match. Portfolio accounting systems with different revenue logic. Billing platforms that don’t sync. Advisors asking why their numbers changed again.

Turn reporting chaos into instant answers.

See Revenue Demo
Get Real Numbers
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  • The Revenue Reporting Reality

Every Month-End Is Groundhog Day

Board meeting Tuesday. Need revenue by office.

Export from Schwab. Export from Fidelity. Pull data from Orion. Check Black Diamond. Download from billing system. None of the numbers match.

Advisors call:

“Why is my revenue different from last month’s report?”

Advisor thinks:

“Because I’m still figuring out which system is right.”

Spend three days reconciling.

Find calculation errors. Fix what you can. Present approximations.

You’re not reporting revenue. You’re managing confusion.
  • What's Actually Broken

Your Revenue Lives in Data Jail

Multi-Custodial Mayhem

Each custodian calculates fees differently. Different timing. Different methodologies. Different answers for the same question.

Portfolio Accounting Chaos

Orion says one thing. Black Diamond says another. Addepar has a third opinion. All supposedly looking at the same data.

Billing System Blindness

Your billing platform sees fees. Your portfolio systems see performance. Your custodians see assets. Nobody sees the complete picture.

Advisor Transparency Zero

“Why did my number change?” becomes a forensic investigation across five systems.

Your revenue reporting is reactive archaeology, not real-time intelligence.
  • What We Fix

Real Revenue Reporting in Real Time

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Portfolio Accounting Unification

Connect Orion, Black Diamond, Addepar, Tamarac—every system feeding unified revenue data with transparent calculations.

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Multi-Custodial Intelligence

Schwab, Fidelity, Pershing data flows in automatically. Cross-validated. Reconciled. Ready for analysis.

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Billing Integration

Connect any billing platform or fee calculation system. Automated reconciliation. Error-free payout calculations.

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Advisor Transparency

Every advisor sees exactly how their revenue is calculated. Real-time. Accurate. Trustworthy.

Unified Revenue Dashboard with Real-Time, Automated Insights

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.

Unified Revenue Dashboard

  • Real-time revenue across all portfolio accounting systems

  • Multi-custodial data unified & reconciled automatically

  • Automated fee calculations with transparent methodologies

  • Any-angle analysis by advisor, office, client tier, product line

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Portfolio Accounting Intelligence

  • Orion, Black Diamond, Addepar data unified seamlessly

  • Cross-platform revenue validation & error detection

  • Performance fee calculations with complete transparency

  • Historical trending across all portfolio systems

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Advisor Transparency Portal

  • Real-time revenue visibility for every advisor

  • Detailed breakdowns of fee calculations & sources

  • Historical performance & revenue trending

  • Self-service access to reduce revenue inquiries

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.

Billing & Payout Automation

  • Connect any billing platform for automated reconciliation

  • Advisor payout calculations with complete transparency

  • Client billing accuracy with detailed fee breakdowns

  • Exception management for billing discrepancies

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.

Multi-System Reconciliation

  • Automated cross-validation across portfolio systems

  • Custodial data verification & error flagging

  • Billing platform synchronization & accuracy checks

  • Complete audit trail for every revenue calculation

The Transformation

  • Before Revenue Reporting Automation
  • Month-end reports = three days of Excel archaeology

  • Advisor questions = "let me reconcile five systems"

  • Revenue accuracy = "close enough for board meetings"

  • Payout disputes = weekly occurrence

  • After Revenue Reporting Automation
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Month-end reports

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click & present

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Advisor questions

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"check your dashboard"

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Revenue accuracy

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exact numbers, every time

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Payout disputes

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eliminated through transparency

Real Results

As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.

Picture of Lacey Shrum

Lacey Shrum

Founder Smart Kx

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90%

reduction in month-end reporting time

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Zero

manual reconciliation errors across portfolio systems

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95%

fewer advisor revenue inquiries

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Complete

transparency in payout calculations

Built For

Complex Revenue Structures

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Multi-Portfolio System Support

Handle Orion, Black Diamond, Addepar, and any portfolio accounting system with unified reporting.

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Advisor Compensation Integration

Connect revenue reporting directly to compensation calculations with complete transparency and accuracy.

Multi-Entity Revenue

Different fee structures across offices, brands, or business lines with unified oversight and reporting.

Simplified revenue reporting and data management solutions for financial firms, featuring unified portfolio integration and automation tools.
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Client Billing Automation

Generate client-ready fee reports from unified portfolio and custodial data automatically.

Revenue Features

Advanced
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Cross-System Validation

  • Automatic reconciliation between portfolio systems & custodians

  • Error detection & flagging for manual review

  • Data quality scoring & improvement recommendations

  • Historical accuracy tracking & trend analysis

Arrow trending upward symbolizing growth and revenue increase in financial reporting.

Advisor Revenue Intelligence

  • Individual advisor dashboards with real-time revenue tracking

  • Fee calculation transparency & methodology explanations

  • Historical performance & growth trend analysis

  • Self-service portal reduces operational inquiries

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Billing Platform Integration

  • Connect to any billing system for automated reconciliation

  • Invoice accuracy validation against portfolio data

  • Client billing transparency with detailed fee breakdowns

  • Automated payout calculations with advisor visibility

Cube icon representing unified revenue data management for financial firms, emphasizing streamlined reporting and integration of multiple custodial systems.

Exception Management

  • Automatic detection of revenue anomalies across systems

  • Portfolio accounting discrepancy identification & resolution

  • Custodial data validation & error correction workflows

  • Complete audit trail for every revenue adjustment

Powered By:
Built With:
Integrated With:
Milemarker logo in white, representing a financial advisory business focused on serving, specializing, and scaling for growth.

Ready to Simplify Revenue Reporting?

Calculate Your ROI

Quantify the time savings and accuracy improvements.

See Revenue Demo

Watch real-time revenue reporting across portfolio systems and custodians.

Book CFO Strategy Call

30 minutes to design revenue reporting that builds trust.

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Stop reconciling portfolio systems manually.

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Stop explaining why advisor numbers changed.

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Stop managing revenue confusion.

Why This Matters to Leadership

Every inaccurate revenue report costs you credibility. Every advisor question about their numbers costs you operational time.

As a leader, you need revenue intelligence that advisors trust.

Get revenue reporting that creates confidence.