--- title: "Cost Savings & ROI" description: "Disconnected systems cost wealth firms in hours, rework, advisor time and overlapping software. Your stack bills you three times: once in licenses, again in…" url: https://www.milemarker.co/cost-savings --- Cost savings & ROI # Spend Less. Compound More. Work With Leverage. 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. [Get your firm's number](https://www.milemarker.co/roi-calculator) [See the math](https://www.milemarker.co/#save) Example firm **$654M RIA · 12 advisors · 11 systems** 1. Data & reporting labour**$100K** 2. Advisor time lost hunting for data**$236K** 3. Redundant software**$30K** 4. Error & rework**$20K** Reclaimed with MilemarkerRemaining Lost a year to disconnection $386K Reclaimable $273K Hours back a year 2,760 The ROI calculator's default inputs, shown as an illustration. Run your own firm's numbers. 1 · SAVE ## Where the Money Actually Goes 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. ### Data & reporting labour - Exports, re-keying and month-end reconciling between systems - Ask: how many hours a week does your ops team spend moving data? - Priced at those hours × 48 working weeks × $58/hr loaded - About 65% comes back once every feed lands in one place ### Advisor time - Advisors chasing a balance, a document or a report before a client call - Ask: how much of an advisor's week goes to finding, not advising? - Priced at each advisor's loaded rate, from your AUM per advisor - About 70% comes back with one workstation and one answer ### Redundant software - Dashboards, middleware and add-ons that exist only to connect other tools - Ask: which tools would you cancel if your data were already connected? - Priced at about $15K a year per overlapping tool - Retired outright, while your custodian, CRM and planning tools stay ### Error & rework - Billing fixes, report corrections and audit prep from mismatched data - Ask: how often does the same number differ between two systems? - Priced as a 20% uplift on data-handling time - About 65% comes back when every system agrees on one record 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 ## Every Piece You Build Pays You Again 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. 1. 01 Build once ### Connect a source Bring in a custodian, CRM or portfolio system once, on a schedule you control. Reused by*Every report**Every page**Every AI question* 2. 02 Build once ### Resolve one household Match the client every system names differently into one canonical record. Reused by*Billing**Reviews**Compliance* 3. 03 Build once ### Define a metric Revenue, AUM by advisor, NNA: defined once, the same everywhere. Reused by*Dashboards**Scorecards**Exports* 4. 04 Build once ### Build a workflow An address change or trade request, wired to the data so it arrives prefilled. Reused by*Every request of its kind* 5. 05 Build once ### Set permissions once Access groups decide who sees what, across every system at once. Reused by*Every page**Every advisor**Every AI assistant* ### Point tools - Every new need means a new vendor and a new contract - Every vendor needs its own integration to maintain - Every vendor sells its own AI add-on that only sees its own data - Definitions drift, so the same number differs by system ### Milemarker - Every new need starts from data that's already connected - One household record that every system maps into - One AI connection, under your rules, across all of it - Your data lives in a data cloud your firm owns 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 Laska**Managing 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 ## What CFOs and COOs Ask Us ### Do we have to rip anything out? 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. ### How long until we're live? 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. ### Will we need engineers? 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. ### Is our data safe, and is it ours? 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 ## Firms Running on It Today ### RFG Advisory[Learn More](https://www.milemarker.co/resources/case-studies/rfg) Ten-plus data sources in one data cloud RFG owns, 100+ metrics, and a market-facing advisor platform built on it. ### The Pinnacle Group[Learn More](https://www.milemarker.co/resources/case-studies/the-pinnacle-group) Insurance and annuity data from many carriers in one layer: days of manual prep down to minutes. ### Advisor Wealth Management[Learn More](https://www.milemarker.co/resources/case-studies/advisor-wealth-management) 480 households on two advisors, with every report built in-house and fee revenue reconciled across payment types. YOUR NUMBER ## Bring Your Number to the Call 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. [Open the ROI calculator](https://www.milemarker.co/roi-calculator) ## Turn Your Stack Into an Asset. READY WHEN YOU ARE [**Book a strategy call **30 minutes on your stack, your numbers and what consolidation would look like.](https://www.milemarker.co/contact) [Calculate your savings](https://www.milemarker.co/roi-calculator) A 30-second estimate, built from your Form ADV.