A new account form triggers the entire downstream process — CRM contact created, custodian paperwork initiated, compliance checklist started, advisor notified. 45 minutes of manual handoffs reduced to seconds.

No-code builder · 400+ integrations · SOC 2 Type II · Live in days

The Problem

Onboarding a new client means touching 6+ systems

A new account form lands. Then someone opens the CRM to create the contact. Then they log into the custodian portal to initiate paperwork. Then they find the compliance tracker to start the checklist. Then they open the billing system to set up the fee schedule. Then they send a Slack message to notify the advisor. Then they compose a welcome email.

Each step is manual. Each transition is a handoff where something can fall through. Milemarker Relay eliminates every one of those handoffs — the moment an account form is submitted, the entire downstream process runs automatically.

What You Can Automate

Every onboarding step, automated from the start

These are the workflows ops teams automate first with Milemarker Relay — and the ones that save the most time per account.

CRM auto-population

New contact records created in Salesforce, Redtail, or Wealthbox the moment an account form is submitted — no manual data entry, no copy-paste errors.

Custodian paperwork triggers

Account opening documents initiated at Schwab, Fidelity, or Pershing automatically — pre-populated with client data already captured in the form.

Compliance checklist creation

New account compliance tasks created and assigned automatically — KYC verification, suitability review, account type confirmation — nothing skipped.

Advisor notifications

The responsible advisor receives an immediate summary — client name, account type, next steps, and any items requiring their attention — the moment the account is created.

Welcome email sequences

Personalized welcome communications sent automatically — introduction to the team, next steps for the client, portal access instructions — on brand, on time, every time.

Billing system setup

Fee schedules created in your billing platform automatically — account type, AUM tier, and fee structure applied from the moment the account is opened.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Onboarding automation questions answered

What triggers the onboarding workflow in Milemarker Relay?

Any defined event can serve as a trigger — a completed form submission, a signed agreement, a new record in your CRM, or a status change in your custodian portal. The moment the trigger fires, Milemarker Relay initiates every downstream step automatically.

Which systems does Milemarker Relay connect to for onboarding?

Milemarker Relay connects to 400+ systems including Salesforce, Redtail, Wealthbox, Schwab, Fidelity, Pershing, DocuSign, Orion, Tamarac, and more. CRM creation, custodian paperwork, billing setup, and compliance checklists all happen in parallel.

How long does it take to implement an onboarding workflow?

Most firms have a working onboarding workflow running within days, not months. Milemarker Relay's visual builder requires no engineering. Your ops team defines the trigger, maps the fields, and publishes the workflow.

Can we customize the workflow for different account types?

Yes. Milemarker Relay supports conditional logic so individual accounts, joint accounts, trusts, and retirement accounts can each follow different workflow paths — pulling different custodian forms, compliance checklists, and notification templates.

Related guides

Part of the Automation & Relay series:

• Compliance Automation for RIAs

• Fee & Billing Automation for RIAs

• Milemarker Relay vs Zapier

• 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