Every advisor workflow touches multiple systems — CRM, custodian, compliance, billing, planning. Today your ops team is the middleware, manually moving data between them. Milemarker Relay automates these workflows across 400+ systems, triggered by real business events. No code. Full audit trail. Built on unified data.
400+ integrations · No-code builder · Full audit trail · SOC 2 Type II
The average wealth management firm runs 8–12 systems. Every workflow that touches more than one system requires a human to carry data from one to the next. New client? Someone manually enters them in CRM, custodian, compliance, and billing. Fee change? Someone updates four systems. The ops team isn’t adding value — they’re acting as data pipes.
Milemarker Relay replaces the manual handoff with event-driven automation. When something happens in one system, Relay automatically does everything downstream — across every connected system — in seconds.
Milemarker Relay is event-driven workflow automation built specifically for wealth management operations.
Workflows trigger on real business events — new account, compliance flag, fee change, meeting scheduled — not just technical API calls. Relay understands your business context.
Operations staff build and deploy automations visually — no SQL, no code, no developers needed. If you can draw a flowchart, you can build a Relay workflow.
Connect to every system in your wealth management stack — CRM, custodians, portfolio accounting, planning, compliance, billing, and hundreds more — with pre-built connectors.
Every execution logged with timestamp, trigger, systems touched, data passed, and outcome. Searchable, exportable, tamper-evident — built for regulatory scrutiny.
Relay understands accounts, sleeves, custodians, households, and compliance requirements natively. Not a generic automation tool retrofitted for wealth management.
No per-execution fees. No metered limits that make you think twice before automating. Milemarker Relay is included in platform pricing — automate everything.
Stop using your operations team as middleware. Milemarker Relay handles the cross-system handoffs automatically — so your team can focus on what matters.
The information on this page reflects our understanding of the wealth management technology landscape as of the date published. If you believe anything is inaccurate, please contact us at connect@milemarker.co and we will promptly review and update.