Milemarker Relay connects your unified data to 400+ systems — so when something changes, your connected systems update automatically.
No-code builder · 400+ integrations · Full audit trail
Most automation tools connect Point A to Point B between generic APIs. They don't know what a "household" is, what "AUM drift" means, or why a compliance flag matters.
Milemarker Relay is different. It runs on top of your unified data lake — data that's already been normalized across 130+ sources, contextualized for wealth management, and validated. That means automations trigger on real business events, not just webhook pings. Workflows understand accounts, advisors, sleeves, and compliance rules. And nothing breaks because a field is named differently in Salesforce vs. Schwab.
Something happens in your data that other systems need to know about — an account opens, a threshold is crossed, a compliance flag fires.
Conditional logic evaluates the event, transforms the fields, and directs the right data to the connected systems that need it.
CRM records update, custodian tasks fire, compliance logs, advisor notifications send — all with a full audit trail.
Here's what your operations team can automate today — no code, no engineering tickets, no waiting.
Client updates their address once. It propagates to CRM, custodian, compliance records, billing, and client portal — automatically. No one copies it four times.
Advisor requests collateral through a form. Automation routes it to the marketing team, creates a task, notifies the branch manager, and tracks fulfillment — all from one submission.
One data entry point updates your connected systems. New client info flows to CRM, custodian, compliance, billing, and advisor notifications simultaneously.
New account form triggers the entire downstream process — CRM contact created, custodian paperwork initiated, compliance checklist started, advisor notified. 45 minutes of work in seconds.
Portfolio drift, restricted holding, regulatory threshold — any compliance event triggers audit logging, review task assignment, and stakeholder notification without anyone remembering to start the process.
A fee update in one place cascades to billing, client communications, advisor dashboards, and reporting. No more manually updating the same number in four systems.
Transfer request triggers data flow to custodian, status tracking updates automatically, advisor gets alerted when complete. No more checking three portals for status updates.
Meeting notes, task completions, client interactions logged once — automatically flow into CRM activity feeds, manager dashboards, and reporting. Advisors stop double-entering.
One event triggers Slack, Teams, email, and dashboard updates simultaneously. The right people know what happened the moment it happens, wherever they work.
CRMs, custodians, compliance tools, billing systems, communication platforms, databases, and more — all connected out of the box.
Your ops team spends hours each day copying data between systems. Automation eliminates the swivel chair — freeing your team to focus on the work that actually requires human judgment.
Stop building one-off integrations and maintaining brittle scripts. Milemarker Relay gives your ops team self-service workflow building — so engineering can focus on real product work.
Trigger advisor communications, client outreach sequences, and campaign follow-ups from real business events — not static lists. When a prospect converts or a client hits a milestone, the right workflow fires automatically.
Every portfolio company runs different tech. Automation lets you enforce consistent operational workflows across the portfolio — without forcing anyone to rip and replace their stack.
Enter data once. Your connected systems update. Stakeholders are notified. Compliance records are logged. See what your firm looks like without the swivel chair.
400+ integrations · Full audit trail · SOC 2 Type II
