How It Works

Milemarker pulls fee and AUM data from Schwab, Fidelity, and Pershing. It normalizes the data into a single schema and runs reconciliation logic across all three sources. Discrepancies surface before billing finalizes. Corrections apply without restarting the full billing process.

What You Get

• Fee reconciliation across all custodians in one pass

• Discrepancy detection before billing closes

• Normalized fee data from Schwab, Fidelity, and Pershing

• Reduced billing errors and post-close corrections

The Milemarker Edge

Milemarker is the reconciliation layer that connects your custodian billing data. Schwab, Fidelity, and Pershing discrepancies surface during the billing run.

Integrations: Schwab, Fidelity, Pershing
Personas: RIA