Your stack bills you three times: once in licenses, again in the hours spent stitching systems together, and again in advisor time lost hunting for answers. Milemarker takes out the stitching, retires the tools that only connect other tools, and turns what you build into an asset that keeps paying back.
The ROI calculator's default inputs, shown as an illustration. Run your own firm's numbers.
1 · SAVE
Licenses are the line you see. These are the lines you don't. In the example above, the hidden costs come to more than ten times the software bill.
THE MODEL:Wealth-firm compensation benchmarks combined with Milemarker customer operating data. It's an estimate, not a guarantee, and the calculator shows every line's working.
2 · COMPOUND
This is the part a spreadsheet ROI misses. Point tools reset with every new need. On Milemarker, each connection, record, metric and workflow becomes the starting point for the next one, so the return grows every year you're on it.
Bring in a custodian, CRM or portfolio system once, on a schedule you control.
Match the client every system names differently into one canonical record.
Revenue, AUM by advisor, NNA: defined once, the same everywhere.
An address change or trade request, wired to the data so it arrives prefilled.
Access groups decide who sees what, across every system at once.
3 · LEVERAGE
Leverage means more output from the team you already have. Your people stop waiting on consultants, engineers and vendor roadmaps, and build what they need themselves.
“It's not a cost. The money I pay Milemarker is an investment in my firm and my people.”
Steve LaskaManaging Partner, Trillium Wealth 690+
Hours a year handed back to each MCP user
$100K+
A year in consultant time per MCP user that firms don’t have to buy
20+ hrs
Reclaimed each week per advisor on RFG Advisory’s platform
480
Households supported by a two-advisor firm, every report built in-house
MCP figures are an annual forecast: a third of a 2,080-hour work year per user, below the pace measured across client firms in early October 2026, with consultant time at $150 an hour. RFG Advisory and Advisor Wealth Management figures are from their published case studies.
BEFORE YOU SIGN
No. Your custodian, CRM, portfolio and planning tools stay where they are. Milemarker connects them and unifies the data underneath. What goes away is the layer that only exists to stitch them together.
Between 2 and 12 weeks, depending on scope. Every firm gets a dedicated success manager, working sessions every other week, training and full documentation, because the goal is for your team to run it.
No. Your team builds pages, reports and workflows by describing them through Milemarker MCP. By September 2026, 22% of platform changes were already being made by firms' own staff.
Milemarker is SOC 2 certified. Your data lives in a data cloud your firm owns, it's never sold or used to train AI models, and it stays yours if you ever leave.
PROOF
Ten-plus data sources in one data cloud RFG owns, 100+ metrics, and a market-facing advisor platform built on it.
Insurance and annuity data from many carriers in one layer: days of manual prep down to minutes.
480 households on two advisors, with every report built in-house and fee revenue reconciled across payment types.
YOUR NUMBER
Run the calculator from your Form ADV in about 30 seconds, then bring the result to a strategy call. We'll walk every line against the systems you actually run.
READY WHEN YOU ARE
A 30-second estimate, built from your Form ADV.
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