A new account form should trigger everything downstream — CRM contact creation, custodian paperwork, compliance checklist, billing setup, advisor notification, welcome sequence. Today, your ops team does this manually across 6+ systems. Milemarker Relay automates the entire onboarding cascade in seconds.
One trigger · Every system updated · Full audit trail · No-code
Think about what happens when a new client signs. Someone creates the CRM contact. Someone fills out custodian paperwork. Someone sets up the compliance checklist. Someone configures billing. Someone notifies the advisor. Someone sends the welcome email. Six different steps in six different systems — all done manually, all prone to error, all taking 30–60 minutes of your ops team’s time.
Multiply that by every new client, every year. That’s not a workflow problem — it’s a structural inefficiency that compounds as your firm grows.
Milemarker Relay triggers your entire onboarding cascade from a single event — no manual steps, no dropped balls, no delays.
New client data flows directly into your CRM — contact record, household, account relationship, and any custom fields — the moment the account form is completed.
Account opening paperwork is automatically generated and routed to the appropriate custodian portal — pre-filled with client data already in your system.
Every required compliance step is automatically created, assigned, and tracked. Nothing is forgotten because the workflow enforces every required step.
Fee schedules, billing groups, and account configurations are automatically set up in your billing system based on the client’s service tier and agreement terms.
The assigned advisor is notified instantly with all client details, next steps, and a link to the client’s new unified profile in the Advisor Console.
Client welcome communications are triggered automatically — personalized, on-brand, and delivered at the right time without anyone on your team lifting a finger.
Stop doing manually what Milemarker Relay can do automatically. One trigger. Every system updated. Every client onboarded consistently.
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.