Every advisor workflow touches multiple systems — CRM, custodian, compliance, billing, planning. Today your ops team is the middleware, manually moving data between them. Milemarker Relay automates these workflows across 400+ systems, triggered by real business events. No code. Full audit trail. Built on unified data.

400+ integrations · No-code builder · Full audit trail · SOC 2 Type II

The Real Problem

Your Ops Team Is the Automation Layer. Manual handoffs between systems are killing your efficiency.

The average wealth management firm runs 8–12 systems. Every workflow that touches more than one system requires a human to carry data from one to the next. New client? Someone manually enters them in CRM, custodian, compliance, and billing. Fee change? Someone updates four systems. The ops team isn’t adding value — they’re acting as data pipes.

Milemarker Relay replaces the manual handoff with event-driven automation. When something happens in one system, Relay automatically does everything downstream — across every connected system — in seconds.

How Milemarker Relay Works

Trigger once. Every system updates.

Milemarker Relay is event-driven workflow automation built specifically for wealth management operations.

Event-driven triggers (not just webhooks)

Workflows trigger on real business events — new account, compliance flag, fee change, meeting scheduled — not just technical API calls. Relay understands your business context.

No-code visual builder

Operations staff build and deploy automations visually — no SQL, no code, no developers needed. If you can draw a flowchart, you can build a Relay workflow.

400+ system connections

Connect to every system in your wealth management stack — CRM, custodians, portfolio accounting, planning, compliance, billing, and hundreds more — with pre-built connectors.

Compliance-grade audit trail

Every execution logged with timestamp, trigger, systems touched, data passed, and outcome. Searchable, exportable, tamper-evident — built for regulatory scrutiny.

Domain-native (understands your data model)

Relay understands accounts, sleeves, custodians, households, and compliance requirements natively. Not a generic automation tool retrofitted for wealth management.

Platform pricing (unlimited executions)

No per-execution fees. No metered limits that make you think twice before automating. Milemarker Relay is included in platform pricing — automate everything.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Workflow automation questions answered

What types of advisor workflows can I automate?

Milemarker Relay handles any workflow that spans multiple systems — client onboarding, account opening, fee billing changes, compliance attestations, data sync between CRM and custodian, performance reporting triggers, and advisor notifications. If it involves moving data or triggering actions across systems, Relay can automate it.

Do I need engineering resources to build automations?

No. Milemarker Relay is a no-code visual builder. Operations staff can build, test, and deploy workflows without writing a single line of code. Milemarker’s implementation team also helps configure your first workflows during onboarding.

How is this different from generic automation tools?

Generic automation tools don’t understand accounts, sleeves, custodians, or compliance requirements. Milemarker Relay is built for wealth management — it understands your data model and connects to wealth-specific systems that generic tools don’t support natively.

What does the audit trail include?

Every workflow execution is logged with timestamp, trigger event, systems touched, data passed, and outcome. The audit trail is compliance-grade — searchable, exportable, and tamper-evident. Built for firms that face regulatory scrutiny, not just operational convenience.

Related guides

Part of the Automation & Relay series:

• Compliance Automation for RIAs

• Client Onboarding Automation for Financial Advisors

• Fee & Billing Automation for RIAs

• N-PORT Reporting Automation: Streamline Quarterly Form N-PORT Filings

• Milemarker Relay for VPs of Technology

• Wealth Management Reporting Automation: From Manual Exports to Real-Time Dashboards