Automation That Already Speaks Wealth Management
Automation That Already Speaks Wealth Management
Trigger workflows on real business events—account openings, compliance attestations, fee changes, portfolio drift—and let Relay update every connected system in your stack. No middleware. No babysitting. No glue code.
Trigger workflows on real business events—account openings, compliance attestations, fee changes, portfolio drift—and let Relay update every connected system in your stack. No middleware. No babysitting. No glue code.
In Partnership With
Connect all your data with the power of Milemarker's Industry Leading data and advisor platform.
In Partnership With
Connect all your data with the power of Milemarker's Industry Leading data and advisor platform.
From Trigger to Done in Seconds
Connect Your Stack
Connect Your Stack
Relay runs on top of Milemarker's unified data layer. CRM, custodians, portfolio accounting, compliance, billing, planning—130+ systems already normalized and ready to route.
Build Workflows in Minutes
Build Workflows in Minutes
Drag, drop, done. Pick a trigger, define the routing, and let Relay handle the rest. No code, no API plumbing, no schema mapping. Workflows understand accounts, advisors, sleeves, and compliance rules from the first click.
Let Real Events Drive the Work
Let Real Events Drive the Work
A new account opens. A fee schedule changes. A compliance attestation comes due. Relay catches the event, routes the data, and logs every step for your CCO.
One Automation Layer.
Every System in Sync.
Compliance Attestations
Quarterly personal securities disclosures, political contributions, OBA submissions, and code of ethics acknowledgments—triggered, tracked, and logged automatically. Your CCO gets a complete audit trail without chasing PDFs.
Compliance Attestations
Quarterly personal securities disclosures, political contributions, OBA submissions, and code of ethics acknowledgments—triggered, tracked, and logged automatically. Your CCO gets a complete audit trail without chasing PDFs.
Client Onboarding
A new account form triggers the entire downstream process—CRM creation, custodian paperwork, compliance checklist, advisor notification. Forty-five minutes of work, done in seconds.
Client Onboarding
A new account form triggers the entire downstream process—CRM creation, custodian paperwork, compliance checklist, advisor notification. Forty-five minutes of work, done in seconds.
Data Hygiene at Scale
Address changes, fee updates, advisor activity, meeting notes—enter once, sync everywhere. No more copy-paste across four systems.
Data Hygiene at Scale
Address changes, fee updates, advisor activity, meeting notes—enter once, sync everywhere. No more copy-paste across four systems.
400+ Connected Systems
Relay routes data to every tool in your stack: Salesforce, Schwab, Fidelity, Orion, Black Diamond, Addepar, Slack, Teams, and 400+ more.
400+ Connected Systems
Relay routes data to every tool in your stack: Salesforce, Schwab, Fidelity, Orion, Black Diamond, Addepar, Slack, Teams, and 400+ more.
Automation Built on
Your Unified Data
Workflows That Speak Wealth Management
Most automation tools treat data as text. Relay knows what an account is, what a sleeve is, what a compliance rule means—because it runs on top of your unified data layer.
Workflows That Speak Wealth Management
Most automation tools treat data as text. Relay knows what an account is, what a sleeve is, what a compliance rule means—because it runs on top of your unified data layer.
Set It and Forget It
Build a workflow once. Relay runs it every time the trigger fires—no monitoring, no manual reruns, no babysitting.
Set It and Forget It
Build a workflow once. Relay runs it every time the trigger fires—no monitoring, no manual reruns, no babysitting.
Full Audit Trail, Always
Every workflow execution is fully logged: what triggered it, what data was routed, where it went, and whether it succeeded. Built for SOC 2 Type II.
Full Audit Trail, Always
Every workflow execution is fully logged: what triggered it, what data was routed, where it went, and whether it succeeded. Built for SOC 2 Type II.
Scales With Your Firm
Ten advisors or ten thousand—same system. Relay scales from solo RIAs to multi-billion-dollar enterprises without rebuilding workflows.
Scales With Your Firm
Ten advisors or ten thousand—same system. Relay scales from solo RIAs to multi-billion-dollar enterprises without rebuilding workflows.
Advisors Are Already
Running on Relay
Lacey Shrum
SmartKX
As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.
Laura Hubbell, CFA®
SignatureFD
We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business.
Torie Happe
Holistiplan
Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry.
Torie Happe
Holistiplan
Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry.
Laura Hubbell, CFA®
SignatureFD
We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business.
Lacey Shrum
SmartKX
As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.
Laura Hubbell, CFA®
SignatureFD
We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business.
Torie Happe
Holistiplan
Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry.
Lacey Shrum
SmartKX
As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.
Enterprise Security.
Zero Compromise.
Bank-Level Security Encryption
256-bit SSL secure environment
Bank-Level Security Encryption
256-bit SSL secure environment
SOC 2 Certified
Global level security certifications
SOC 2 Certified
Global level security certifications
24/7 Threat Monitoring System
Always-on protection systems monitoring
24/7 Threat Monitoring System
Always-on protection systems monitoring
Routine Security & Pen Testing
Security is trained, audited and monitored to keep your information secure.
Routine Security & Pen Testing
Security is trained, audited and monitored to keep your information secure.
The Automation Layer for Wealth Management
Connect every system in your stack to a single, intelligent workflow engine—built on your unified data and ready to scale.
The Automation Layer for Wealth Management
Connect every system in your stack to a single, intelligent workflow engine—built on your unified data and ready to scale.
The Automation Layer for Wealth Management
Connect every system in your stack to a single, intelligent workflow engine—built on your unified data and ready to scale.
Frequently Asked Questions
Frequently Asked Questions
Whether you're exploring automation for the first time or evaluating how Relay fits your firm's compliance requirements, find what you need below.
Whether you're exploring automation for the first time or evaluating how Relay fits your firm's compliance requirements, find what you need below.
What is Milemarker Relay?
How is Relay different from Zapier or other workflow tools?
What workflows can I automate with Relay?
Do I need engineering resources to set up Relay?
What systems does Relay connect to?
Empowering Advisors To Enjoy Every Mile.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Omaha & Portland.
Partners
Platform
Solutions
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
Empowering Advisors To Enjoy Every Mile.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Omaha & Portland.
Partners
Platform
Solutions
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
Empowering Advisors To Enjoy Every Mile.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Omaha & Portland.
Partners
Platform
Solutions
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
Empowering Advisors
To Enjoy Every Mile.
Phone
+1 (470) 502-5600
Address
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Omaha & Portland.
Partners
