How It Works

Milemarker monitors events in Salesforce, Redtail, or Wealthbox. When a defined trigger fires — an account status change, a task completion, a field update — Milemarker sends a structured action to the corresponding custodian. The custodian executes without a separate portal login.

What You Get

• CRM-driven custodian workflows without manual handoff

• Defined triggers from Salesforce, Redtail, or Wealthbox

• Custodian actions at Schwab and Fidelity from a single CRM event

• Auditable log of every trigger and custodian response

The Milemarker Edge

Milemarker is the trigger layer between CRM and custodian. Salesforce, Redtail, and Wealthbox events drive Schwab and Fidelity actions without a manual step.

Integrations: Salesforce, Redtail, Wealthbox, Schwab, Fidelity
Personas: RIA