Stop Calculating Payouts.
Stop Calculating Payouts.
Stop Calculating Payouts.
Start Automating Trust.
Start Automating Trust.
Start Automating Trust.
Your advisor comp is a nightmare of spreadsheets, special deals, and “wait, what was their grid again?”
Your advisor comp is a nightmare of spreadsheets, special deals, and “wait, what was their grid again?”
Your advisor comp is a nightmare of spreadsheets, special deals, and “wait, what was their grid again?”
Turn payout chaos into automated precision. Your advisors get transparency. You get your life back.
Turn payout chaos into automated precision. Your advisors get transparency. You get your life back.
Turn payout chaos into automated precision. Your advisors get transparency. You get your life back.
Your Compensation Is Compensating for Nothing
Month-end is coming. Time to calculate advisor payouts.
Smith gets 90% on everything over $10K. Unless it’s insurance. Then it’s 75%. But not on renewals. Those are 85%. Unless he hit his quarterly bonus threshold. Then it’s different.
Johnson has a different grid.
Plus overrides on her team’s production. Plus a retention bonus that vests monthly. Plus that one-off deal you made last year.
Williams just joined.
New grid structure. Transition bonuses. Draw against future commissions. None of your formulas work.
By the time you figure it out, it’s next month.
Every Exception Breaks Your System
Grid Chaos
Forty advisors, forty different compensation plans. Stored in your head, scattered across spreadsheets, buried in contract folders.
Manual Everything
Calculate each payout by hand. Double-check the math. Triple-check the exceptions. Still get it wrong.
Transparency Zero
Advisor calls asking why their check is different. You scramble to reconstruct your logic. Neither of you trust the answer.
Scale Impossible
Every new advisor means more complexity. More exceptions. More manual work. More mistakes.
Your growth is strangled by your compensation complexity.
Every Exception Breaks Your System
Grid Chaos
Forty advisors, forty different compensation plans. Stored in your head, scattered across spreadsheets, buried in contract folders.
Manual Everything
Calculate each payout by hand. Double-check the math. Triple-check the exceptions. Still get it wrong.
Transparency Zero
Advisor calls asking why their check is different. You scramble to reconstruct your logic. Neither of you trust the answer.
Scale Impossible
Every new advisor means more complexity. More exceptions. More manual work. More mistakes.
Your growth is strangled by your compensation complexity.
Unified Control Over Every Approval Process
Unified Control Over Every Approval Process
Rule Consolidation
Rule Consolidation
Every grid, override, bonus, and exception lives in one system. Complex logic handled automatically. No more hunting for that special deal.
Every grid, override, bonus, and exception lives in one system. Complex logic handled automatically. No more hunting for that special deal.
Exception Mastery
Exception Mastery
Transition bonuses, retention deals, team overrides, draw arrangements—all configured once, calculated forever.
Transition bonuses, retention deals, team overrides, draw arrangements—all configured once, calculated forever.
Automated Precision
Automated Precision
System calculates every payout exactly right, every time. No more manual math. No more “close enough.”
System calculates every payout exactly right, every time. No more manual math. No more “close enough.”
Complete Transparency
Complete Transparency
Advisors see exactly how their compensation is calculated. Real-time preview of their next payout. Questions answered before they’re asked.
Advisors see exactly how their compensation is calculated. Real-time preview of their next payout. Questions answered before they’re asked.
What You Get
Universal Rule Engine
Handle any compensation structure, no matter how complex
Grid schedules, overrides, bonuses, draws — all automated
Unlimited exception types & special arrangements
Rules that adapt as your business grows
Real-Time Calculations
Payouts calculate automatically as revenue flows in
Advisors see live previews of their compensation
No more month-end scrambling or calculation errors
Instant impact analysis of compensation changes
Transparency Dashboard
Advisors see exactly how their pay is calculated
Detailed breakdowns of every component
Historical payout tracking & trending
Dispute resolution with complete audit trails
Exception Management
Transition bonuses for new advisors
Retention deals & vesting schedules
Team-based overrides & splits
One-off arrangements & special terms
Multi-Advisor Support
Handle hundreds of unique compensation plans
Team-based splits & hierarchical overrides
Geographic & product-based variations
Acquisition integration for new advisor terms
The Transformation
Month-End Payouts = 40 Hours Of Spreadsheet Hell
Advisor Questions = "Let Me Check My Calculations"
New Advisor Onboarding = Recreate Compensation Logic
Compensation Disputes = He-Said-She-Said Arguments
Month-End Payouts = 40 Hours Of Spreadsheet Hell
Advisor Questions = "Let Me Check My Calculations"
New Advisor Onboarding = Recreate Compensation Logic
Compensation Disputes = He-Said-She-Said Arguments
Month-End Payouts
Click Calculate, Review, Approve
Advisor Questions
Advisor Questions
"Check Your Dashboard"
New Advisor Onboarding
New Advisor Onboarding
Configure Rules Once, Calculate Forever
Compensation Disputes
Compensation Disputes
Complete Transparency Eliminates Arguments
REAL RESULTS
Every conference I’ve gone to for the last 15 years same complaint the quality of the data where it’s located how it’s siled but Milemarker™ is working on something to help fix that for lots of RIAs.
Jason Pereira
Senior Partner at Woodgate Financial, Inc
Every conference I’ve gone to for the last 15 years same complaint the quality of the data where it’s located how it’s siled but Milemarker™ is working on something to help fix that for lots of RIAs.
Jason Pereira
Senior Partner at Woodgate Financial, Inc
Every conference I’ve gone to for the last 15 years same complaint the quality of the data where it’s located how it’s siled but Milemarker™ is working on something to help fix that for lots of RIAs.
Jason Pereira
Senior Partner at Woodgate Financial, Inc
Every conference I’ve gone to for the last 15 years same complaint the quality of the data where it’s located how it’s siled but Milemarker™ is working on something to help fix that for lots of RIAs.
Jason Pereira
Senior Partner at Woodgate Financial, Inc
90%
Reduction In Payout Calculation Time
90%
Reduction In Payout Calculation Time
90%
Reduction In Payout Calculation Time
90%
Reduction In Payout Calculation Time
95%
Fewer Advisor Payout Inquiries
95%
Fewer Advisor Payout Inquiries
95%
Fewer Advisor Payout Inquiries
95%
Fewer Advisor Payout Inquiries
Zero
Compensation Calculation Errors
Zero
Compensation Calculation Errors
Zero
Compensation Calculation Errors
Zero
Compensation Calculation Errors
Complete
Audit Trail For Every Payment
Complete
Audit Trail For Every Payment
Complete
Audit Trail For Every Payment
Complete
Audit Trail For Every Payment
Built For
Complex Firms
Acquisition Integration
Seamlessly integrate acquired advisors with their existing compensation terms. No disruption to their pay structure.
Acquisition Integration
Seamlessly integrate acquired advisors with their existing compensation terms. No disruption to their pay structure.
Acquisition Integration
Seamlessly integrate acquired advisors with their existing compensation terms. No disruption to their pay structure.
Multi-Entity Support
Handle different compensation structures across offices, regions, or business lines. Unified reporting with distributed rules.
Multi-Entity Support
Handle different compensation structures across offices, regions, or business lines. Unified reporting with distributed rules.
Multi-Entity Support
Handle different compensation structures across offices, regions, or business lines. Unified reporting with distributed rules.
Regulatory Compliance
Built-in compliance checks for compensation regulations. Automatic documentation for regulatory review.
Regulatory Compliance
Built-in compliance checks for compensation regulations. Automatic documentation for regulatory review.
Regulatory Compliance
Built-in compliance checks for compensation regulations. Automatic documentation for regulatory review.
Scalable Architecture
Add advisors, create new compensation plans, implement complex arrangements—all without breaking existing calculations.
Scalable Architecture
Add advisors, create new compensation plans, implement complex arrangements—all without breaking existing calculations.
Scalable Architecture
Add advisors, create new compensation plans, implement complex arrangements—all without breaking existing calculations.
Advanced
Features
Dynamic Grid Management
Time-based grid changes & promotions
Performance-based tier adjustments
Automatic recalculation when grids change
Historical grid tracking for audit purposes
Dynamic Grid Management
Time-based grid changes & promotions
Performance-based tier adjustments
Automatic recalculation when grids change
Historical grid tracking for audit purposes
Dynamic Grid Management
Time-based grid changes & promotions
Performance-based tier adjustments
Automatic recalculation when grids change
Historical grid tracking for audit purposes
Team-Based Compensation
Hierarchical overrides & management bonuses
Team production aggregation & splits
Cross-team collaboration incentives
Leadership compensation tied to team performance
Team-Based Compensation
Hierarchical overrides & management bonuses
Team production aggregation & splits
Cross-team collaboration incentives
Leadership compensation tied to team performance
Team-Based Compensation
Hierarchical overrides & management bonuses
Team production aggregation & splits
Cross-team collaboration incentives
Leadership compensation tied to team performance
Draw & Advance Management
Draw against future commissions
Advance repayment tracking & automation
New advisor transition support
Recovery scheduling & management
Draw & Advance Management
Draw against future commissions
Advance repayment tracking & automation
New advisor transition support
Recovery scheduling & management
Draw & Advance Management
Draw against future commissions
Advance repayment tracking & automation
New advisor transition support
Recovery scheduling & management
Integration
& Data Flow
CRM Integration
Pull advisor hierarchy, client assignments, and relationship data directly from your CRM system.
CRM Integration
Pull advisor hierarchy, client assignments, and relationship data directly from your CRM system.
CRM Integration
Pull advisor hierarchy, client assignments, and relationship data directly from your CRM system.
Revenue Systems
Connect to custodians, billing platforms, and trading systems for real-time revenue tracking.
Revenue Systems
Connect to custodians, billing platforms, and trading systems for real-time revenue tracking.
Revenue Systems
Connect to custodians, billing platforms, and trading systems for real-time revenue tracking.
Payroll Integration
Export calculated compensation directly to your payroll system. No manual entry required.
Payroll Integration
Export calculated compensation directly to your payroll system. No manual entry required.
Payroll Integration
Export calculated compensation directly to your payroll system. No manual entry required.
Accounting Sync
Automated journal entries and expense allocation for accurate financial reporting.
Accounting Sync
Automated journal entries and expense allocation for accurate financial reporting.
Accounting Sync
Automated journal entries and expense allocation for accurate financial reporting.
Why This Matters
Why This Matters
Why This Matters
Compensation disputes kill advisor relationships. Manual calculations kill your time. Complex exceptions kill your growth.
Compensation disputes kill advisor relationships. Manual calculations kill your time. Complex exceptions kill your growth.
Compensation disputes kill advisor relationships. Manual calculations kill your time. Complex exceptions kill your growth.
Automate the complexity. Build the trust.
Automate the complexity. Build the trust.
Automate the complexity. Build the trust.
Stop Being The Compensation Bottleneck.
Stop Being The Compensation Bottleneck.
Stop Being The Compensation Bottleneck.
Stop Being The Compensation Bottleneck.
Stop Explaining Why The Math Is Different Every Month.
Stop Explaining Why The Math Is Different Every Month.
Stop Explaining Why The Math Is Different Every Month.
Stop Explaining Why The Math Is Different Every Month.
Stop Losing Advisors To Compensation Confusion.
Stop Losing Advisors To Compensation Confusion.
Stop Losing Advisors To Compensation Confusion.
Stop Losing Advisors To Compensation Confusion.
Ready to Automate Your Compensation?
Free analysis of your compensation complexity and automation opportunities.
Watch complex advisor payouts calculate automatically.
30 minutes to design compensation automation for your firm.
Ready to Automate Your Compensation?
Free analysis of your compensation complexity and automation opportunities.
Watch complex advisor payouts calculate automatically.
30 minutes to design compensation automation for your firm.
Ready to Automate Your Compensation?
Free analysis of your compensation complexity and automation opportunities.
Watch complex advisor payouts calculate automatically.
30 minutes to design compensation automation for your firm.
Ready to Automate Your Compensation?
Free analysis of your compensation complexity and automation opportunities.
Watch complex advisor payouts calculate automatically.
30 minutes to design compensation automation for your firm.
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