Executive Console | Run Your Firm by the Numbers
Executive Console | Run Your Firm by the Numbers
Executive Console | Run Your Firm by the Numbers
Revenue, risk, and growth at a glance. The executive dashboard you've been missing.
Revenue, risk, and growth at a glance. The executive dashboard you've been missing.
Revenue, risk, and growth at a glance. The executive dashboard you've been missing.
The Board Meeting
Tuesday. 2pm. Here We Go.
Board member:
“What’s our cost per advisor across offices?”
You:
“Denver’s at $140K fully loaded, Phoenix is $128K.”
Board member:
“How does that impact our margins?”
You:
“Denver advisors average $680K revenue, so 79% margins. Phoenix runs $590K revenue, 78% margins.”
Board member:
“What about our EBITDA per advisor?”
You:
“Denver: $540K. Phoenix: $462K.”
Board member:
“Those are solid numbers. How do you track all this in real-time?”
You:
“Milemarker™.”
The Old Way
Board:
“What’s our cost per advisor?”
You:
“Let me get back to you.”
Spend 3 hours reconciling payroll, overhead, and headcount across offices.
The Old Way
Board:
“What’s our cost per advisor?”
You:
“Let me get back to you.”
Spend 3 hours reconciling payroll, overhead, and headcount across offices.
The New Way
The New Way
Board:
Board:
“What’s our cost per advisor?”
“What’s our cost per advisor?”
You:
You:
“What’s our cost per advisor?”
“What’s our cost per advisor?”
Board:
Board:
“What about EBITDA?”
“What about EBITDA?”
You:
You:
“Denver generates $540K per advisor, Phoenix $462K.”
“Denver generates $540K per advisor, Phoenix $462K.”
Board:
Board:
“How current is this data?”
“How current is this data?”
You:
You:
“Updates automatically. These numbers are from this morning.”
“Updates automatically. These numbers are from this morning.”
You look like a genius.
You look like a genius.
Every System Connected
CRM + Portfolio + Payroll + Accounting = One database
Every System Connected
CRM + Portfolio + Payroll + Accounting = One database
Every System Connected
CRM + Portfolio + Payroll + Accounting = One database
Every System Connected
CRM + Portfolio + Payroll + Accounting = One database
Any Question Answered
Cost per advisor? Yes.
Revenue per employee? Yes.
Profit per square foot? Yes.
Whatever they ask? Yes.
Any Question Answered
Cost per advisor? Yes.
Revenue per employee? Yes.
Profit per square foot? Yes.
Whatever they ask? Yes.
Any Question Answered
Cost per advisor? Yes.
Revenue per employee? Yes.
Profit per square foot? Yes.
Whatever they ask? Yes.
Any Question Answered
Cost per advisor? Yes.
Revenue per employee? Yes.
Profit per square foot? Yes.
Whatever they ask? Yes.
No Waiting
Your data updates automatically. Your answers are always current.
No Waiting
Your data updates automatically. Your answers are always current.
No Waiting
Your data updates automatically. Your answers are always current.
No Waiting
Your data updates automatically. Your answers are always current.
REAL RESULTS
As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.
Lacey Shrum
Founder Smart Kx
As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.
Lacey Shrum
Founder Smart Kx
As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.
Lacey Shrum
Founder Smart Kx
As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.
Lacey Shrum
Founder Smart Kx
What You Get
Cost Analysis
True cost per advisor (with overhead)
Cost per client by tier
Office efficiency comparisons
Team Metrics
Revenue per employee
Advisor productivity rankings
Support staff utilization
Performance Insights
Advisor revenue by office
Book growth comparisons
Client acquisition costs
Custom Everything
Build any metric you need
Answer any question they ask
Look smart in every meeting
The Bottom Line
The Bottom Line
The Bottom Line
Your board asks hard questions.
Your board asks hard questions.
Your board asks hard questions.
Now You Have Answers.
Now You Have Answers.
Now You Have Answers.
Now You Have Answers.
All Of Them. Instantly.
All Of Them. Instantly.
All Of Them. Instantly.
All Of Them. Instantly.
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