Platform

Advisor Workstation

Unify Where Your Advisors Work

Every workflow, every data source, one platform. On your domain. In your brand or theirs. Your advisors get their time back.

See Advisor Console

The reality

A Day in the Life of Your Advisor

9 AM:

Client meeting in 30 minutes. Time to pull the data.

CRM Says:

$2.1M AUM

Portfolio System Says:

$2.3M AUM

Planning Software Says:

$2.0M AUM

Which number do I use?

9:15 AM:

Try to reconcile the differences. Export data. Build spreadsheet. Hope it’s right.

9:30 AM:

Walk into meeting with fingers crossed.

This happens every day. To every advisor. On your team.

What We Fix

One Dashboard. Real Numbers. Happy Advisors.

Stop the Login Shuffle

CRM + Portfolio + Planning + Documents = One screen. Everything your advisor needs, right there.

Stop the Login Shuffle

CRM + Portfolio + Planning + Documents = One screen. Everything your advisor needs, right there.

Stop the Login Shuffle

CRM + Portfolio + Planning + Documents = One screen. Everything your advisor needs, right there.

Kill Meeting Prep Stress

Client dashboard loads. Data is ready. Advisor looks like a hero.

Kill Meeting Prep Stress

Client dashboard loads. Data is ready. Advisor looks like a hero.

Kill Meeting Prep Stress

Client dashboard loads. Data is ready. Advisor looks like a hero.

End Number Confusion

When systems disagree, we show the truth. Real-time data that actually adds up.

End Number Confusion

When systems disagree, we show the truth. Real-time data that actually adds up.

End Number Confusion

When systems disagree, we show the truth. Real-time data that actually adds up.

Advisor Console

What Your Advisors Get

Client at a Glance

Real AUM (not 3 different numbers)

Recent activity that matters

Next steps that are actually doable

Client at a Glance

Real AUM (not 3 different numbers)

Recent activity that matters

Next steps that are actually doable

Reports That Work

No more "let me get back to you"

No more Excel gymnastics

No more explaining why the numbers changed

Reports That Work

No more "let me get back to you"

No more Excel gymnastics

No more explaining why the numbers changed

Workflows That Flow

Tasks that make sense

Deadlines they can hit

Status updates that are real

Workflows That Flow

Tasks that make sense

Deadlines they can hit

Status updates that are real

Navigator for your Advisors

Allow your advisors to get access to world class AI across all of your important data without implementing a complicated enterprise AI solution.

Learn More

Navigator for your Advisors

Allow your advisors to get access to world class AI across all of your important data without implementing a complicated enterprise AI solution.

Learn More

The Change

Before Milemarker

6 systems to check one client
30 minutes to prep for a meeting
"The numbers don't match again"
Frustrated advisors

6 systems to check one client

30 minutes to prep for a meeting

"The numbers don't match again"

Frustrated advisors

6 systems to check one client

30 minutes to prep for a meeting

"The numbers don't match again"

Frustrated advisors

After Milemarker

1 dashboard shows everything

5 minutes to prep for any meeting

Numbers that always add up

Advisors who can focus on clients

"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

"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

"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

Integrated Workflows

Built For Real Firms

Your W2 Advisors

Get what they need. See what they should. Nothing more.

Your W2 Advisors

Get what they need. See what they should. Nothing more.

Your W2 Advisors

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Direct Integration With Your Trading Platform

Your 1099s

Their brand. Their clients. Your data standards.

Your 1099s

Their brand. Their clients. Your data standards.

Your 1099s

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Client-Ready Performance Summaries

Your Teams

Shared access. No confusion. Everyone on the same page.

Your Teams

Shared access. No confusion. Everyone on the same page.

Your Teams

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Client-Ready Performance Summaries

Your advisors didn't become advisors to fight with technology.

The Bottom Line

Let Them Advise.

Let Us Handle The Data.

Frequently asked questions.

Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co

What is Milemarker Advisor Console?

Milemarker Advisor Console is an advisor-facing workspace that aggregates portfolio performance, CRM data, financial planning status, documents, and communications into a single configurable view — giving advisors a complete, real-time picture of every client relationship.

Is Milemarker Advisor Console a CRM replacement?

No. Advisor Console is an overlay that connects and surfaces data from your existing CRM, portfolio system, and planning tools in one place. It works alongside Salesforce, Redtail, and Wealthbox — it does not replace them.

Can advisors customize their Advisor Console workspace?

Yes. Advisors can configure their workspace through Milemarker's Experience Builder, choosing which data sources, views, and modules appear in their daily workflow without technical assistance.

Frequently asked questions.

Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co

What is Milemarker Advisor Console?

Is Milemarker Advisor Console a CRM replacement?

Can advisors customize their Advisor Console workspace?

Yes. Advisors can configure their workspace through Milemarker's Experience Builder, choosing which data sources, views, and modules appear in their daily workflow without technical assistance.

Frequently asked questions.

Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co

What is Milemarker Advisor Console?

Is Milemarker Advisor Console a CRM replacement?

Can advisors customize their Advisor Console workspace?

Yes. Advisors can configure their workspace through Milemarker's Experience Builder, choosing which data sources, views, and modules appear in their daily workflow without technical assistance.