Your Advisors Hate
Your Advisors Hate
Your Advisors Hate
Your Systems
Your Systems
Your Systems
Stop making them juggle 6 logins to see one client. Give them everything in one place so they can do what they do best—advise.
Stop making them juggle 6 logins to see one client. Give them everything in one place so they can do what they do best—advise.
Stop making them juggle 6 logins to see one client. Give them everything in one place so they can do what they do best—advise.
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.
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.
One Dashboard. Real Numbers. Happy Advisors.
One Dashboard. Real Numbers. Happy Advisors.
Stop the Login Shuffle
Stop the Login Shuffle
CRM + Portfolio + Planning + Documents = One screen. Everything your advisor needs, right there.
CRM + Portfolio + Planning + Documents = One screen. Everything your advisor needs, right there.
End Number Confusion
End Number Confusion
When systems disagree, we show the truth. Real-time data that actually adds up.
When systems disagree, we show the truth. Real-time data that actually adds up.
Kill Meeting Prep Stress
Kill Meeting Prep Stress
Client dashboard loads. Data is ready. Advisor looks like a hero.
Client dashboard loads. Data is ready. Advisor looks like a hero.
What Your Advisors Get
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
Workflows That Flow
Tasks that make sense
Deadlines they can hit
Status updates that are real
The Change
The Change
The Change
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
1 dashboard shows everything
5 minutes to prep for any meeting
5 minutes to prep for any meeting
5 minutes to prep for any meeting
Numbers that always add up
Advisors who can focus on clients
Advisors who can focus on clients
Advisors who can focus on clients
REAL RESULTS
And 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
And 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
And 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
And 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
Built Form
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
Get what they need. See what they should. Nothing more.
Your W2 Advisors
Get what they need. See what they should. Nothing more.
Your 1099s
Their brand. Their clients. Your data standards.
Your 1099s
Their brand. Their clients. Your data standards.
Your 1099s
Their brand. Their clients. Your data standards.
Your Teams
Shared access. No confusion. Everyone on the same page.
Your Teams
Shared access. No confusion. Everyone on the same page.
Your Teams
Shared access. No confusion. Everyone on the same page.
The Bottom Line
The Bottom Line
The Bottom Line
Your advisors didn't become advisors to fight with technology.
Your advisors didn't become advisors to fight with technology.
Your advisors didn't become advisors to fight with technology.
Let Them Advise.
Let Them Advise.
Let Them Advise.
Let Us Handle The Data.
Let Us Handle The Data.
Let Us Handle The Data.
Ready to Stop the Madness?
Ready to Stop the Madness?
Watch an advisor use one dashboard instead of six systems.
Schedule a call to get your advisors what they need.
Ready to Stop the Madness?
Watch an advisor use one dashboard instead of six systems.
Schedule a call to get your advisors what they need.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS