Every opportunity carries a source. Milemarker joins that opportunity to the account that funded, the household the account belongs to, the billable assets on that household, and the revenue billed against it. The result is a channel scorecard covering opportunities, open pipeline, won assets, win rate, average deal size, and days to close.

That chain is a query your team can open and audit. It is not a score we hand you and ask you to trust.

In a Snowflake account with your firm’s own database, with role-, row-, and column-level access control. Your firm owns the record. If the relationship ever ends, the data stays with you.

It is built from SEC Form ADV and IAPD filings, which are public records. Firms are scored on book shape, scale, productivity, geography, and disclosure history.

Advisor age and succession pressure are modeled rather than reported, because the SEC publishes no advisor date of birth. We derive them from lifetime exam history, and every surface that shows them says so.

Yes. Milemarker Navigator answers questions in plain language against the same governed record, scoped to what each person is entitled to see. Your team asks what a channel produced last quarter and gets an answer, without opening a ticket with data engineering.

It depends on the state of your feeds, and we would rather be straight with you than quote a number that fits every firm. The pattern we aim for is one working surface your team opens in the weekly growth meeting, then everything else built onto that.

For reference on pace: RFG Advisory reported five hours per week recaptured per advisor within six weeks of launch, and SignatureFD went from six weeks to six seconds on data-to-answer. Both are efficiency and time-to-value figures reported by firm management.