Milemarker Relay connects Orion to the rest of your stack — routing portfolio data, account changes, and billing information to CRM, compliance, reporting, and communication tools automatically.

No-code builder · 400+ integrations · SOC 2 Type II · Wealth management-native

The Problem

Orion data stays siloed by default

Orion has great portfolio data — but getting it out and into the rest of your stack means manual exports, reformatting spreadsheets, and uploading to CRM, compliance, or reporting tools one system at a time.

Milemarker Relay automates the flow. Data from Orion triggers workflows that route information to every downstream system automatically — no exports, no reformatting, no manual steps.

What You Can Automate

Six Orion workflows you can automate today

These are the integrations wealth management ops teams build first with Milemarker Relay and Orion.

Portfolio data routing

Holdings, positions, and valuations from Orion flow automatically to CRM, client portals, and reporting platforms — no manual exports required.

Account change propagation

When accounts are opened, closed, or updated in Orion, those changes propagate automatically to CRM, compliance systems, and advisor tools — keeping every system in sync.

Billing data sync

Fee schedules, billing periods, and invoice data from Orion Billing sync to accounting, CRM, and client communication tools on a defined schedule or trigger.

Performance reporting automation

Orion performance data triggers automated report generation and distribution — delivering client-ready reports to the right recipients at the right time.

Drift alert triggers

When Orion detects portfolio drift beyond defined thresholds, Milemarker Relay fires workflows — creating review tasks, notifying portfolio managers, and logging the compliance event automatically.

Advisor notification workflows

Account milestones, rebalancing needs, and client activity from Orion trigger advisor notifications via email, Slack, or your CRM — keeping advisors informed without manual monitoring.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Orion integration questions answered

Does Milemarker Relay sync Orion data in real time or in batches?

Milemarker Relay supports both real-time event-based triggers and scheduled batch syncs from Orion. You can route account changes the moment they happen or process end-of-day data files automatically — depending on what your downstream systems support.

What data from Orion can Milemarker Relay route to other systems?

Milemarker Relay can work with portfolio holdings, account changes, billing data, performance figures, drift alerts, and advisor notifications from Orion — routing them to CRM, compliance, reporting, and communication tools in your stack.

How long does it take to set up an Orion integration with Milemarker Relay?

Most Orion workflows go live in days, not months. Milemarker Relay's visual builder lets your ops team define triggers, conditions, and destinations without engineering resources. Milemarker's implementation team supports the initial setup.

Does Milemarker Relay only work with Orion, or can it connect other portfolio systems too?

Milemarker Relay connects 400+ systems. While this page focuses on Orion, Milemarker Relay also integrates with Black Diamond, Addepar, Tamarac, and other portfolio accounting platforms — so you can automate across your entire stack regardless of which systems you use.

Related guides

Part of the Automation & Relay series:

• Black Diamond Integration & Automation

• Multi-Custodian Workflow Automation

• 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