--- title: "Account Opening" description: "Automate client onboarding and new account opening — prefilled forms, e-signature and straight-through custodian delivery." url: https://www.milemarker.co/command-center/account-opening --- *Platform*NEW ACCOUNT OPENING # New Account Opening | Automate Client Onboarding for RIAs One smart form pushes to CRM, Orion, DocuSign, and the custodian. Accounts that used to take three weeks now takes far less. Automate the entire process from intake to account number. [See Account Opening](https://www.milemarker.co/contact) THE PROBLEM ## Opening One Account Means Typing It In Five Times. Week one **Intake** Week two **Re-entry** Week three **Account open** One new client. Three weeks. Two weeks after the paperwork, your client calls for their account number, and your advisor says "let me check on that" because someone just noticed the risk tolerance is missing. By the time the account opens, your new client has already talked to two competitors. A firm should collect a client's details once and use them everywhere. WHAT WE FIX ## Single Entry, Universal Execution ### One Form, Every System Client data flows automatically from intake to CRM to Orion to DocuSign to custodian. Enter once, update everywhere. ### Intelligent Pre Population System knows your client. Pulls existing data from Orion. Pre-fills 80% of the form before anyone starts typing. ### Document Automation Custom forms map directly to custodial documents. No missing fields. No manual document preparation. ### Real-Time Orchestration Complete visibility for advisors, operations, and clients throughout the entire process. FEATURES ## What You Get ### Total Control - Custom workflow builder for different account types - Role-based permissions and access controls - Multi-office deployment with centralized oversight - Complete audit trail for compliance ### Smart Automation - Pre-populated forms using existing client data - Custom document mapping for any custodian - Automatic portfolio allocation & restriction setup - Real-time status tracking & notifications ### Complete System Integration - DocuSign for secure document signing - Orion for automatic account creation - Salesforce for CRM record management - Box for document storage & organization > “What Milemarker does is beyond transformational for the businesses they partner with. Excited to see what is next.” **Abby Salameh**Managing Partner, Mercer 60% Faster Account Opening 95% Fewer Document Errors Zero Manual Data Entry Complete Process Visibility TAKE CONTROL OF YOUR OPERATIONS ## Why This Matters Every delayed account opening costs you momentum. Every manual step costs you efficiency. ### Stop Apologizing For Your Process ### Stop Losing Clients To Timing ### Turn Account Opening Into A Competitive Advantage ## Frequently asked questions. Can’t find what you’re looking for? Reach out to our team at [hello@milemarker.co](mailto:hello@milemarker.co) ### What is Milemarker? Milemarker is a data infrastructure platform built for wealth management. It connects more than 690 data sources — custodians, CRMs, portfolio accounting, financial planning, billing, and compliance systems — and reconciles them into a single data lake, with data your firm owns. Firms use it to report revenue across custodians, track advisor productivity, reconcile billing and fees, and put clean data behind AI. ### How is Milemarker different from other AI platforms for wealth management? Most AI platforms for wealth management ask a firm to move its data and its work onto their platform. Milemarker works the other way around. It connects the systems a firm already runs, from custodians and CRMs to portfolio accounting and planning, into one governed data platform where the data belongs to the firm, then puts reporting, workflows, branded advisor experiences and AI on top. Firms keep their existing tools, can use Navigator or bring Claude, ChatGPT, Gemini, Grok or Copilot through Milemarker’s MCP server with their own permissions applied, and keep their data and its history if they ever leave. ### Who is Milemarker built for? Milemarker serves RIAs and family offices, independent broker-dealers, banks and trust companies, insurance carriers, private equity–backed platforms and aggregators, TAMPs and OCIOs, fund managers, and asset managers. The problem is the same across all of them: client, account, position, and revenue data sits in systems that were never designed to talk to each other, and no one can answer a basic question about the business without an export. ### Does Milemarker replace our current technology stack? No. Milemarker connects the systems you already use without requiring you to replace them. Advisors continue using their existing CRM, portfolio platform, and planning tools — Milemarker normalizes and unifies the data underneath. ### How long does implementation take? Implementations run between 2 and 12 weeks. Where a firm lands in that range depends on scope and on how quickly your team picks up Milemarker MCP — teams that lean on it move fastest. Milemarker stays hands-on throughout, because the goal is for your team to run the platform rather than depend on ours. Every firm gets a success manager dedicated to making sure your business goals are met, working sessions every other week, training sessions, monthly partner calls, regular release notes, and full documentation. ### What does Milemarker do with my firm's data? Milemarker reads from the systems your firm already runs, normalizes each source into a consistent structure, and reconciles them into one record. That record lives in your firm’s own governed environment, not a shared vendor database. You keep the raw feeds, the normalized tables, and the logic that produced them. Milemarker never uses your data to train AI models, and it is never for sale. ### Does Milemarker train AI models on my client data? No. At Milemarker we want to be absolutely clear: your data is yours. We treat it as sacred, we never use it to train AI models, and it is never for sale. Your firm’s data sits in a governed environment scoped to your firm, with access controlled by your own roles and permissions. ### What happens to my data if we stop using Milemarker? You own your data. That does not change when the relationship does — your firm’s data is yours during the engagement and yours afterward. It is never sold, and it is never used to train AI models. ### Where does my firm's data live, and who can access it? Your data lands in a governed environment scoped to your firm, with access controlled by your own roles and permissions rather than shared across customers. Milemarker runs on redundant infrastructure across three cloud providers and monitors it continuously. Data residency controls, right to deletion, and privacy-first defaults are built in, and the platform is GDPR compliant. ### Is Milemarker SOC 2 certified? Yes. Milemarker is SOC 2 certified, and is currently pursuing ISO 42001 certification for AI management systems. Data residency controls, right to deletion, and privacy-first defaults are built into the platform, which runs on redundant infrastructure across three cloud providers under continuous monitoring. ### What systems does Milemarker connect to? More than 690 data connections, spanning custodians, CRMs, portfolio accounting and performance systems, financial planning tools, billing and revenue platforms, document management, and compliance systems. Milemarker builds and maintains these connections directly and partners with third-party providers to extend them, so the catalog grows continuously. Connections specific to wealth management — the systems generalist data tools tend not to cover — are the deliberate focus. ### Do I need engineers or an IT project to use Milemarker? No. Milemarker builds and maintains the connections, so your firm does not write code, run extracts, or stand up infrastructure. Operations teams work in Milemarker directly — building reports, reconciling revenue, and changing what leadership sees without filing a ticket or waiting on a development cycle. ### What makes a firm's data "AI-ready"? Data is AI-ready when a model can answer a question about your business without a person first explaining where everything lives and which fields mean what. Most firms fail that test — their data is spread across systems with conflicting identifiers, inconsistent field names, and no shared definition of a household or a fee. Milemarker does the normalization and reconciliation up front, so AI works against one reconciled record instead of a dozen partial ones. ### What is Milemarker MCP? Milemarker MCP connects Claude directly to your firm’s Milemarker environment. You describe the metric, table, chart, or dashboard you want in plain language, and it gets built against your real data — including the styling on top of it. It reads and builds; it cannot alter the underlying data. ### Can I build reports by describing what I want? Yes. Operations leaders at firms using Milemarker MCP build reconciled revenue views, quarterly fee forecasts, client health scoring, and leadership dashboards by describing them rather than specifying them for someone else to build. The work that used to wait on an engineering queue now happens the same day the question is asked. ## Ready to Automate Account Opening? YOUR PLATFORM SHOULD WORK THE WAY YOU DO. [See New Account Demo](https://www.milemarker.co/contact) Watch complete account opening automation in action. [Book Implementation Call](https://www.milemarker.co/contact) 30 minutes to design account opening that actually.