Milemarker Relay connects Addepar to the rest of your wealth management stack — portfolio analytics, performance data, and account information flow to CRM, compliance, billing, and reporting tools without custom development.

No custom development · 400+ integrations · SOC 2 Type II · Multi-asset class

The Problem

Addepar is powerful. But the data stays locked in.

Addepar is powerful for portfolio analytics — but the data often stays locked in the platform. Firms need it flowing to CRM, client portals, and compliance systems, but connecting those pipelines requires custom development, API work, or manual exports.

Milemarker Relay removes that friction. Addepar data triggers automated workflows that route portfolio analytics, performance figures, and account information to every downstream system — without engineering resources or custom code.

What You Can Automate

Six Addepar workflows you can automate today

These are the integrations RIAs and multi-family offices build first with Milemarker Relay and Addepar.

Portfolio analytics distribution

Addepar analytics and aggregated portfolio views flow automatically to CRM activity records, client portals, and advisor dashboards — no manual data pulls required.

Performance data routing

Return figures, benchmark comparisons, and attribution data from Addepar route automatically to reporting tools, CRM records, and client communication workflows.

Account data sync

Account openings, updates, and closures in Addepar propagate automatically to CRM, compliance, and billing systems — keeping every system current without manual reconciliation.

Client reporting automation

Milemarker Relay triggers client report generation and distribution workflows based on Addepar data events — delivering the right reports to the right recipients on schedule, automatically.

Compliance data flow

Portfolio events from Addepar — drift alerts, concentration thresholds, suitability flags — route automatically to compliance systems and CCO review queues without manual monitoring.

Multi-asset class support

Addepar's multi-asset class data — including alternatives, private equity, and public markets — normalizes through Milemarker Relay and routes to downstream systems in the format each platform expects.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Addepar integration questions answered

What Addepar data can Milemarker Relay route to other systems?

Milemarker Relay can work with Addepar portfolio analytics, performance data, account information, multi-asset class holdings, and client reporting data — routing it automatically to CRM, compliance, billing, and reporting platforms in your stack.

Does Milemarker Relay require custom development to connect with Addepar?

No. Milemarker Relay's visual workflow builder lets your ops or technology team configure integrations without writing code. Most Addepar workflows are live within days. Milemarker's implementation team supports the initial configuration.

How does Milemarker Relay handle Addepar's multi-asset class data?

Milemarker Relay normalizes Addepar's multi-asset class data — including alternatives, private equity, and public markets — and routes it to downstream systems in the format each system expects. No reformatting required.

Can Milemarker Relay connect Addepar to Salesforce Financial Services Cloud?

Yes. Milemarker Relay connects Addepar to Salesforce, Salesforce Financial Services Cloud, and 400+ other systems. Portfolio analytics, account changes, and client data flow between Addepar and your CRM without custom Apex or middleware.

Related guides

Part of the Automation & Relay series:

• Orion Integration & Automation

• Black Diamond Integration & Automation

• Milemarker Relay vs Salesforce Flow

• 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