A new account form should trigger everything downstream — CRM contact creation, custodian paperwork, compliance checklist, billing setup, advisor notification, welcome sequence. Today, your ops team does this manually across 6+ systems. Milemarker Relay automates the entire onboarding cascade in seconds.

One trigger · Every system updated · Full audit trail · No-code

The Real Problem

Onboarding Touches 6+ Systems. 45 minutes of manual work for every single new client.

Think about what happens when a new client signs. Someone creates the CRM contact. Someone fills out custodian paperwork. Someone sets up the compliance checklist. Someone configures billing. Someone notifies the advisor. Someone sends the welcome email. Six different steps in six different systems — all done manually, all prone to error, all taking 30–60 minutes of your ops team’s time.

Multiply that by every new client, every year. That’s not a workflow problem — it’s a structural inefficiency that compounds as your firm grows.

What Gets Automated

One new account. Six systems updated automatically.

Milemarker Relay triggers your entire onboarding cascade from a single event — no manual steps, no dropped balls, no delays.

CRM auto-population

New client data flows directly into your CRM — contact record, household, account relationship, and any custom fields — the moment the account form is completed.

Custodian paperwork triggers

Account opening paperwork is automatically generated and routed to the appropriate custodian portal — pre-filled with client data already in your system.

Compliance checklist creation

Every required compliance step is automatically created, assigned, and tracked. Nothing is forgotten because the workflow enforces every required step.

Billing system setup

Fee schedules, billing groups, and account configurations are automatically set up in your billing system based on the client’s service tier and agreement terms.

Advisor notifications

The assigned advisor is notified instantly with all client details, next steps, and a link to the client’s new unified profile in the Advisor Console.

Welcome email sequences

Client welcome communications are triggered automatically — personalized, on-brand, and delivered at the right time without anyone on your team lifting a finger.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Digital onboarding questions answered

What systems does Milemarker Relay connect to for onboarding?

Milemarker Relay connects to 400+ systems including all major CRMs, custodians, compliance platforms, portfolio accounting systems, billing engines, and email marketing tools. If it’s in your wealth management stack, Relay likely has a pre-built connector.

How fast is implementation for onboarding automation?

Most firms have their first onboarding workflow live within 2–4 weeks. Milemarker’s implementation team configures the integration connections, and your ops team uses the no-code builder to map out the onboarding steps. No custom development required.

Does it handle multi-custodian onboarding?

Yes. Milemarker Relay is custodian-agnostic and supports multi-custodian firms. You can configure different workflow paths depending on which custodian is involved, with the correct paperwork triggers and notifications for each.

What about compliance documentation during onboarding?

Milemarker Relay automatically creates compliance checklists, triggers required attestations, and logs every step in a compliance-grade audit trail. Nothing falls through the cracks because the workflow enforces every required step before moving forward.

Related guides

Part of the Wealth Operations series:

• Client Onboarding Automation for Financial Advisors

• Advisor Workflow Automation for Wealth Management

• Centralized Advisor Platform for Wealth Management

• Data Migration for RIAs: Moving CRM, Custodian & Portfolio Data Without Breaking Everything

• Data-Driven M&A Due Diligence for RIAs: Evaluate Acquisitions with Confidence

• One Prompt Away: How One RIA Went from 7-Day Vendor Queues to 10-Minute Answers