Solutions for

Broker Dealers

Modernize Your Broker Dealer

Finally, BD technology that keeps up. Compensation, compliance, and insights—unified for your advisors.

See BD Solutions

The Hidden Problem

You’re scaling reps… But not your systems.

The tools look good on paper. But in reality:

You're Stuck:

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

Compensation reports take hours to reconcile

Compliance tasks get lost in inbox purgatory

CRM is out of sync with custodial data

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 deploy 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.

It’s like building your own back office… without the headcount.

Automated compensation + revenue splits

Rep-facing portals with live dashboards

Pre-trade workflows that tie into your trade blotter

Real-time custodian + clearinghouse data sync

Intelligent compliance workflows (no more email chases)

How It Works

Plug in. Define your rules. Deploy workflows.

Everything stays current, automated & trackable.

Connect your systems

(custodians, CRMs, compliance, commissions, billing)

Connect your systems

(custodians, CRMs, compliance, commissions, billing)

Define compensation rules, thresholds, escalation paths

Modernize Account Opening with your custodians and various data partners

Centrailze Investment and Insurance management under one curated experience

Deploy your rep + home office console

" 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

" 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

" 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

Frequently asked questions.

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

How does Milemarker support broker-dealer compliance requirements?

Milemarker normalizes rep activity, transaction, and supervision data from connected systems into a structured foundation that compliance teams can query directly. SOC 2 Type II certification and role-based access controls meet the security requirements of regulated broker-dealer environments.

Can Milemarker handle multi-branch broker-dealer data?

Yes. Milemarker's infrastructure supports multi-entity and multi-branch structures, consolidating rep, client, and performance data from across a branch network into a single, consistent view.

Frequently asked questions.

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

How does Milemarker support broker-dealer compliance requirements?

Can Milemarker handle multi-branch broker-dealer data?

Yes. Milemarker's infrastructure supports multi-entity and multi-branch structures, consolidating rep, client, and performance data from across a branch network into a single, consistent view.

Frequently asked questions.

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

How does Milemarker support broker-dealer compliance requirements?

Can Milemarker handle multi-branch broker-dealer data?

Yes. Milemarker's infrastructure supports multi-entity and multi-branch structures, consolidating rep, client, and performance data from across a branch network into a single, consistent view.