Platform

Executive Console

Answer Every Board Question In The Room

Advisor profitability, wallet share, revenue, risk. Reconciled across every system you run, measured against benchmarks you define, and open to any question you want to ask.

Book a Walkthrough

Book a Walkthrough

Book a Walkthrough

Book a Walkthrough

Tuesday, 2 PM

The Board Meeting

Here we go.

Board member:

“What’s our cost per advisor across offices?”

You:

“Denver’s at $140K fully loaded, Phoenix is $128K.”

Board member:

“How does that impact our margins?”

You:

“Denver advisors average $680K revenue, so 79% contribution margins. Phoenix runs $590K revenue, 78%.”

Board member:

“What’s our contribution margin per advisor?”

You:

“Denver: $540K. Phoenix: $462K.”

Board member:

“Those are solid numbers. How do you track all this in real-time?”

You:

“Milemarker.”

Before Milemarker

The Old Way

Board:

“What’s our cost per advisor?”

You:

“Let me pull that together and get back to you.”

Spend 3 hours reconciling payroll, overhead, and headcount across offices.

How It Works

Every Office On The Same Basis

Source

Source

Payroll, general ledger, CRM, and portfolio — pulled on one schedule.

Payroll, general ledger, CRM, and portfolio — pulled on one schedule.

Grain

Grain

Per advisor, per client, per office.

Per advisor, per client, per office.

Reconciled

Reconciled

Overhead allocated to each advisor, not spread as an average.

Overhead allocated to each advisor, not spread as an average.

So that

So that

Every office compares on identical rules.

Every office compares on identical rules.

As of

As of

This morning. And every morning after.

This morning. And every morning after.

Maintained by

Maintained by

Nobody. It refreshes itself.

Nobody. It refreshes itself.

Your business insight becomes automatic.

Why This Works

You Already Have The Data

You Already Have The Data

Every System Connected

CRM + Portfolio + Payroll + Accounting = One database

Every System Connected

CRM + Portfolio + Payroll + Accounting = One database

Every System Connected

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Any Question Answered

Cost per advisor? Yes. Revenue per employee? Yes. Profit per square foot? Yes. Whatever they ask? Yes.

Any Question Answered

Cost per advisor? Yes. Revenue per employee? Yes. Profit per square foot? Yes. Whatever they ask? Yes.

Any Question Answered

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Always Current

Your data updates automatically. Your answers are always current.

Always Current

Your data updates automatically. Your answers are always current.

Always Current

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

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.

Lacey Shrum

Founder and CEO, SmartKX

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.

Lacey Shrum

Founder and CEO, SmartKX

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.

Lacey Shrum

Founder and CEO, SmartKX

Inside The Console

What You Get

Cost Analysis

True cost per advisor (with overhead)

Cost per client by tier

Office efficiency comparisons

Cost Analysis

True cost per advisor (with overhead)

Cost per client by tier

Office efficiency comparisons

Performance Insights

Advisor revenue by office

Book growth comparisons

Client acquisition costs

Performance Insights

Advisor revenue by office

Book growth comparisons

Client acquisition costs

Who Sees What

Row-level access by role and office

One dashboard, not three copies to maintain

Share outside the firm without oversharing

Who Sees What

Row-level access by role and office

One dashboard, not three copies to maintain

Share outside the firm without oversharing

Follow Any Number

Click through from total to transaction

Answer follow-ups without a callback

See which accounts moved the number

Follow Any Number

Click through from total to transaction

Answer follow-ups without a callback

See which accounts moved the number

Cost Analysis

True cost per advisor (with overhead)

Cost per client by tier

Office efficiency comparisons

Who Sees What

Row-level access by role and office

One dashboard, not three copies to maintain

Share outside the firm without oversharing

Performance Insights

Advisor revenue by office

Book growth comparisons

Client acquisition costs

Follow Any Number

Click through from total to transaction

Answer follow-ups without a callback

See which accounts moved the number

Your Board Asks Hard Questions.

The Bottom Line

You Have The Answers.

You Have The Answers.

You Have The Answers.

Before The Meeting Ends.

Before The Meeting Ends.

Before The Meeting Ends.

Frequently asked questions.

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

What is Milemarker Executive Console?

Milemarker Executive Console is a real-time intelligence dashboard for wealth management firm leadership. It aggregates AUM, revenue, advisor productivity, fee auditing, and compliance metrics from across the firm's technology stack into a single, actionable view.

Can Executive Console support multi-entity or roll-up firm structures?

Yes. Executive Console is built for firms that operate multiple entities, offices, or advisor teams — including PE-backed aggregators. Leadership can view consolidated metrics across the entire firm or drill into individual entities.

Does Executive Console replace separate reporting tools?

Executive Console replaces the manual reporting process most firms rely on — pulling data from portfolio systems, CRMs, and billing platforms into spreadsheets. Milemarker normalizes that data automatically so executive metrics are always current.

Frequently asked questions.

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

What is Milemarker Executive Console?

Milemarker Executive Console is a real-time intelligence dashboard for wealth management firm leadership. It aggregates AUM, revenue, advisor productivity, fee auditing, and compliance metrics from across the firm's technology stack into a single, actionable view.

Can Executive Console support multi-entity or roll-up firm structures?

Yes. Executive Console is built for firms that operate multiple entities, offices, or advisor teams — including PE-backed aggregators. Leadership can view consolidated metrics across the entire firm or drill into individual entities.

Does Executive Console replace separate reporting tools?

Executive Console replaces the manual reporting process most firms rely on — pulling data from portfolio systems, CRMs, and billing platforms into spreadsheets. Milemarker normalizes that data automatically so executive metrics are always current.

Frequently asked questions.

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

What is Milemarker Executive Console?

Milemarker Executive Console is a real-time intelligence dashboard for wealth management firm leadership. It aggregates AUM, revenue, advisor productivity, fee auditing, and compliance metrics from across the firm's technology stack into a single, actionable view.

Can Executive Console support multi-entity or roll-up firm structures?

Yes. Executive Console is built for firms that operate multiple entities, offices, or advisor teams — including PE-backed aggregators. Leadership can view consolidated metrics across the entire firm or drill into individual entities.

Does Executive Console replace separate reporting tools?

Executive Console replaces the manual reporting process most firms rely on — pulling data from portfolio systems, CRMs, and billing platforms into spreadsheets. Milemarker normalizes that data automatically so executive metrics are always current.

Ready For The Next Board Meeting?

Every number they ask for, already reconciled.

Book a Demo

Book a Demo

See how executives answer any board question instantly.

Get Started

Get Started

Stop saying “let me get back to you.”

Ready For The Next Board Meeting?

Every number they ask for, already reconciled.

Book a Demo

Book a Demo

See how executives answer any board question instantly.

Get Started

Get Started

Stop saying “let me get back to you.”

Ready For The Next Board Meeting?

Every number they ask for, already reconciled.

Book a Demo

Book a Demo

See how executives answer any board question instantly.

Get Started

Get Started

Stop saying “let me get back to you.”

Ready to Connect Your Stack?

Book Strategy Call

Book Strategy Call

30-minute consultation on your data strategy and requirements.

See Live Demo

See Live Demo

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

Book Strategy Call

Book Strategy Call

30-minute consultation on your data strategy and requirements.

See Live Demo

See Live Demo

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

Book Strategy Call

Book Strategy Call

30-minute consultation on your data strategy and requirements.

See Live Demo

See Live Demo

Watch a walkthrough of the platform in action.