Your engineering team shouldn't be building one-off integrations between CRM, custodians, and compliance tools. Milemarker Relay gives your ops team a no-code workflow builder on top of unified data — so engineering stops being the middleware and focuses on the work that actually moves the firm forward.

400+ pre-built connectors · Self-service for ops · API-first · SOC 2 Type II

The Problem

Your engineering backlog is full of integration work

Most wealth management technology teams spend 40 to 60 percent of their time maintaining integrations, building custom connectors, debugging data sync failures, and responding to ops tickets for workflow changes. Every new system, custodian, or acquisition adds more integration debt. The product roadmap keeps getting pushed.

Milemarker Relay eliminates this by giving ops self-service automation on pre-normalized data. No custom code. No middleware to build or maintain. No IT tickets every time an ops team needs a workflow change. Engineering regains the capacity to ship the product features that differentiate the firm — not the plumbing that holds it together.

What You Can Automate

Free engineering from integration maintenance

These are the capabilities that let VP Tech teams hand workflow ownership to ops while maintaining architectural control.

Self-service for ops

Visual workflow builder lets operations teams build and modify automations without engineering tickets. IT stays informed through audit logs and monitoring — not bottlenecked in a queue.

Pre-built connectors

400+ integrations including Schwab, Fidelity, Pershing, Salesforce, Orion, Black Diamond, and Addepar — no custom connector development required to connect your core systems.

API-first architecture

Webhooks, REST APIs, and event streams for teams that want programmatic control. Milemarker Relay works alongside your existing infrastructure without forcing a rip-and-replace.

No middleware tax

Skip MuleSoft licensing, skip custom Apex, skip the integration layer your team has to build and maintain year after year. The cost disappears along with the maintenance burden.

Compliance-grade logging

Full execution audit trail for every workflow step satisfies regulatory requirements without engineering building custom logging infrastructure or maintaining it through audits.

Platform-agnostic

Works with any CRM, any custodian, any portfolio system. No vendor lock-in. No forced migration. Add new systems to the workflow layer without touching existing infrastructure.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

VP Technology automation questions answered

What happens to our existing integrations when we adopt Milemarker Relay?

Milemarker Relay works alongside your existing integrations — no rip and replace. You can migrate custom connectors incrementally as they come up for maintenance. Most teams route net-new workflow requirements through Milemarker Relay and migrate legacy integrations over time, eliminating technical debt without a big-bang migration.

Can engineering still have programmatic access and control?

Yes. Milemarker Relay exposes REST APIs, webhooks, and event streams for teams that want programmatic control. Engineering can build against the API layer, monitor workflow execution, set up alerting, and integrate with existing observability tools — while ops manages the workflow logic in the no-code builder.

How does Milemarker Relay handle errors and retries?

Milemarker Relay includes built-in retry logic, dead letter queues, and configurable error handling for every workflow step. Failed executions are logged with full context, alerting routes to your existing monitoring stack, and ops can diagnose and re-run failed workflows without engineering involvement.

What is the security model for Milemarker Relay?

Milemarker Relay is SOC 2 Type II certified. Data in transit is encrypted via TLS 1.2+. Credentials are stored in an encrypted secrets vault with role-based access control. Full execution audit logs satisfy regulatory requirements. SSO, MFA, and IP allowlisting are supported for enterprise security postures.

Related guides

Part of the Automation & Relay series:

• Milemarker Relay vs Power Automate

• Milemarker Relay vs Salesforce Flow

• Milemarker Relay for Chief Growth Officers

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

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

• Fee & Billing Automation for RIAs