Broker-Dealer Data Solutions
Broker-Dealer Data Solutions
Broker-Dealer Data Solutions
Broker-Dealer Data Solutions
Give Your Reps the Data Edge
Give Your Reps the Data Edge
Give Your Reps the Data Edge
Finally, BD technology that keeps up. Compensation, compliance, and insights—unified for your advisors.
Finally, BD technology that keeps up. Compensation, compliance, and insights—unified for your advisors.
Finally, BD technology that keeps up. Compensation, compliance, and insights—unified for your advisors.
You’re scaling reps…
But not your systems.
The tools look good on paper. But in reality:
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.
You’re scaling reps…
But not your systems.
The tools look good on paper. But in reality:
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.
We build the data infrastructure You wish you had from the start.
We build 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.
Milemarker™ connects your data, streamlines your workflows, and gives you a single place to manage your business.
Automated compensation + revenue splits
Automated compensation + revenue splits
Rep-facing portals with live dashboards
Rep-facing portals with live dashboards
Real-time custodian + clearinghouse data sync
Real-time custodian + clearinghouse data sync
Pre-trade workflows that tie into your trade blotter
Pre-trade workflows that tie into your trade blotter
Intelligent compliance workflows (no more email chases)
Intelligent compliance workflows (no more email chases)
It’s like building your own back office… without the headcount.
It’s like building your own back office… without the headcount.
Plug in. Define your rules. Deploy workflows.
Plug in. Define your rules. Deploy workflows.
Plug in. Define your rules. Deploy workflows.
Everything stays current, automated & trackable.
Everything stays current, automated & trackable.
Everything stays current, automated & trackable.
Connect your tech stack
(custodians, CRMs, compliance, commissions, billing)
Connect your tech stack
(custodians, CRMs, compliance, commissions, billing)
Connect your tech stack
(custodians, CRMs, compliance, commissions, billing)
Connect your tech stack
(custodians, CRMs, compliance, commissions, billing)
Define compensation rules, thresholds, escalation paths
Define compensation rules, thresholds, escalation paths
Define compensation rules, thresholds, escalation paths
Define compensation rules, thresholds, escalation paths
Deploy your rep + home office console
Deploy your rep + home office console
Deploy your rep + home office console
Deploy your rep + home office console
Why It Matters
Why It Matters
Why It Matters
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
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
Future-Proof Your Firm’s Infrastructure
Run a better platform. Empower your reps.
It starts with your data.
Future-Proof Your Firm’s Infrastructure
Run a better platform. Empower your reps.
It starts with your data.
Future-Proof Your Firm’s Infrastructure
Run a better platform. Empower your reps.
It starts with your data.
Future-Proof Your Firm’s Infrastructure
Run a better platform. Empower your reps.
It starts with your data.
Empowering Advisors To Enjoy Every Mile.
Phone
+1 (470) 502-5600
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.
Phone
+1 (470) 502-5600
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.
Phone
+1 (470) 502-5600
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.
Phone
+1 (470) 502-5600
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