Milemarker Relay connects Orion to the rest of your stack — routing portfolio data, account changes, and billing information to CRM, compliance, reporting, and communication tools automatically.
No-code builder · 400+ integrations · SOC 2 Type II · Wealth management-native
Orion has great portfolio data — but getting it out and into the rest of your stack means manual exports, reformatting spreadsheets, and uploading to CRM, compliance, or reporting tools one system at a time.
Milemarker Relay automates the flow. Data from Orion triggers workflows that route information to every downstream system automatically — no exports, no reformatting, no manual steps.
These are the integrations wealth management ops teams build first with Milemarker Relay and Orion.
Holdings, positions, and valuations from Orion flow automatically to CRM, client portals, and reporting platforms — no manual exports required.
When accounts are opened, closed, or updated in Orion, those changes propagate automatically to CRM, compliance systems, and advisor tools — keeping every system in sync.
Fee schedules, billing periods, and invoice data from Orion Billing sync to accounting, CRM, and client communication tools on a defined schedule or trigger.
Orion performance data triggers automated report generation and distribution — delivering client-ready reports to the right recipients at the right time.
When Orion detects portfolio drift beyond defined thresholds, Milemarker Relay fires workflows — creating review tasks, notifying portfolio managers, and logging the compliance event automatically.
Account milestones, rebalancing needs, and client activity from Orion trigger advisor notifications via email, Slack, or your CRM — keeping advisors informed without manual monitoring.
Connect Orion to every system in your stack — without custom development, middleware, or manual exports.