PlatformFINANCIAL ADVISOR AUTOMATION

Automate the Work That Shouldn't Take a Person

Follow-up emails, service request routing, form pre-fills, case tracking — the work that advisors and operations staff do by hand because nobody built the automation. Milemarker does.

Notetakers capture the meeting. Milemarker runs the business.

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THE PROBLEM

Manual Processes Are the Hidden Cost in Every Firm.

Account opening Still emailed

Service requests Still tracked in notes

Follow-up Still depends on memory

Three repeatable processes. All manual.

Your team knows exactly how the account opening process should go. Everyone does it slightly differently. Forms go out manually, reminders happen when someone remembers, and tracking means checking an inbox thread.

Manual processes don't scale, don't audit and don't forgive the one time someone forgets.

Any process your team does the same way more than ten times should run automatically.

MILEMARKER RELAY

Outbound Automation Triggered by Your Data

Event-Triggered Emails

Send the right message at the right time — triggered by portfolio events, life events, meeting notes or any change in your firm's normalized data. No manual scheduling.

System Integrations

Connect Milemarker to custodians, CRMs and outside services. Relay handles the outbound steps — data writes, notifications, file deliveries — without custom dev work.

Notifications and Alerts

High-cash alerts, review overdue flags, threshold breaches — surfaced to the right person the moment they appear in your data, not at the end of the week.

MILEMARKER WORKFLOW

Client-Facing Processes That Run Themselves

Pre-Filled Forms

Client-facing forms with household data, account numbers and advisor details pre-filled from your data layer. Clients fill in what's missing; your team isn't the lookup service.

Case Management

Service requests, account changes, compliance tasks — tracked through structured workflows with status, ownership and history. Email threads replaced with an auditable record.

Statuses and Approvals

Define who approves what, at which step. Workflows pause for a signature or a manager sign-off, then continue automatically when it's given. No manual hand-off needed.

Before and After Automation

MANUAL PROCESSES

MILEMARKER AUTOMATION

Account opening = Email chain, manual form fill

Account opening Pre-filled form, tracked workflow, automated step

Service requests = Tracked in someone's notes

Service requests Structured case with status, owner, history

Follow-up = Depends on the advisor remembering

Follow-up Triggered by data, sent when it matters

Compliance = Assembled after the fact

Compliance Auditable record at every step

Frequently asked questions.

Information about AI automation tools on this page is based on publicly available sources. For questions, corrections, or anything about automation for your firm, reach out at connect@milemarker.co

What is Milemarker Relay?

Relay is a no-code automation tool built on top of Milemarker’s unified data layer. It triggers workflows from real business events—account openings, compliance attestations, fee changes, portfolio drift—and automatically updates every connected system in your stack.

How is Relay different from Zapier or other workflow tools?

Generic automation tools stitch systems together with APIs and leave you to define what an account or a sleeve actually means in every workflow. Relay starts further down the field. Because it runs on top of data already normalized across 140+ wealth management systems, workflows understand the language of wealth management out of the box.

What workflows can I automate with Relay?

Compliance attestations, client onboarding, address changes, fee schedule updates, advisor activity sync, marketing material requests, multi-channel notifications, portfolio drift alerts—anything driven by a real business event in your stack. If it’s a workflow your operations team runs today, Relay can run it tomorrow.

Do I need engineering resources to set up Relay?

No. Relay is fully no-code. Operations teams build workflows in minutes using a visual editor. No API plumbing, no schema mapping, no glue code.

What systems does Relay connect to?

Relay routes data across 400+ connected systems, including Salesforce, Schwab, Fidelity, Orion, Black Diamond, Addepar, Slack, Teams, and every other tool in the Milemarker integration library. Built for a SOC 2 Type II environment with a full audit trail of every workflow execution.

What is Milemarker Workflow?

Milemarker Workflow is an intelligent workflow automation platform for wealth management operations. It replaces manual, paper-based processes with pre-populated digital workflows that pull from your firm’s live CRM and custodial data — reducing errors, NIGO rejections, and advisor support requests.

How does Milemarker Workflow reduce NIGO errors?

Workflow pre-populates form fields using live data from your connected CRM and custodial systems, then validates data against authoritative sources before submission. This eliminates the manual data entry errors that cause most NIGO rejections.

What types of workflows can Milemarker automate?

Milemarker Workflow automates account opening, transfers, compliance events, client onboarding, address changes, fee billing processes, and other multi-step advisory operations. Any workflow that currently involves manual data entry across multiple systems is a candidate for automation.

Does Milemarker Workflow require coding to set up?

No. Milemarker Workflow uses a visual builder for mapping workflow logic. Operations teams can configure, modify, and manage workflows without technical development resources.

How does Milemarker Workflow connect to existing systems?

Milemarker Workflow runs on data normalized through Milemarker Data Engine, giving it direct access to CRM, custodial, portfolio, and compliance data. It does not require point-to-point integrations — the data foundation is already connected.

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