A new account form triggers the entire downstream process — CRM contact created, custodian paperwork initiated, compliance checklist started, advisor notified. 45 minutes of manual handoffs reduced to seconds.
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A new account form lands. Then someone opens the CRM to create the contact. Then they log into the custodian portal to initiate paperwork. Then they find the compliance tracker to start the checklist. Then they open the billing system to set up the fee schedule. Then they send a Slack message to notify the advisor. Then they compose a welcome email.
Each step is manual. Each transition is a handoff where something can fall through. Milemarker Relay eliminates every one of those handoffs — the moment an account form is submitted, the entire downstream process runs automatically.
These are the workflows ops teams automate first with Milemarker Relay — and the ones that save the most time per account.
New contact records created in Salesforce, Redtail, or Wealthbox the moment an account form is submitted — no manual data entry, no copy-paste errors.
Account opening documents initiated at Schwab, Fidelity, or Pershing automatically — pre-populated with client data already captured in the form.
New account compliance tasks created and assigned automatically — KYC verification, suitability review, account type confirmation — nothing skipped.
The responsible advisor receives an immediate summary — client name, account type, next steps, and any items requiring their attention — the moment the account is created.
Personalized welcome communications sent automatically — introduction to the team, next steps for the client, portal access instructions — on brand, on time, every time.
Fee schedules created in your billing platform automatically — account type, AUM tier, and fee structure applied from the moment the account is opened.
One trigger. Every system updated. Every advisor notified. Every checklist started — automatically, from the moment a new account is opened.