Milemarker Relay extends Salesforce into the rest of your wealth management stack — routing data between CRM, custodians, compliance, billing, and reporting. No MuleSoft. No custom Apex. No middleware.

No MuleSoft · No custom Apex · 400+ integrations · Wealth management-native

The Problem

Salesforce is great as a CRM. Connecting it is not.

Salesforce is the CRM of record for many wealth management firms — but connecting it to custodians, portfolio systems, and compliance tools requires expensive middleware like MuleSoft or custom Apex development. Most firms end up with data silos or half-built integrations.

Milemarker Relay fills the gap. It connects Salesforce to every system in your wealth management stack — custodians, portfolio accounting, compliance, billing — through a visual workflow builder that your ops team can manage without engineers.

What You Can Automate

Six Salesforce workflows you can automate today

These are the integrations wealth management firms build first when they connect Salesforce with Milemarker Relay.

Bi-directional data flow

Data moves both directions between Salesforce and every connected system — account changes in CRM update downstream platforms, and custodian activity updates Salesforce records automatically.

Custodian-to-CRM sync

Account data, positions, and transactions from Schwab, Fidelity, and other custodians sync automatically to Salesforce — keeping CRM records current without manual data entry.

Compliance event routing

Compliance events triggered in Salesforce — suitability reviews, restricted holding flags, code of ethics deadlines — route automatically to compliance systems and CCO review queues.

Meeting notes automation

After advisor meetings logged in Salesforce, Milemarker Relay triggers follow-up workflows — creating tasks, sending summaries, updating related records, and routing notes to compliance archives.

Client lifecycle workflows

Prospect-to-client transitions in Salesforce trigger downstream workflows — onboarding tasks, custodian account opening, compliance reviews, and welcome communications all fire automatically.

No MuleSoft required

Milemarker Relay replaces MuleSoft and expensive enterprise middleware for wealth management integrations — delivering the same connectivity at a fraction of the cost and implementation time.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Salesforce integration questions answered

How does Milemarker Relay connect Salesforce to custodians like Schwab and Fidelity?

Milemarker Relay acts as the automation layer between Salesforce and custodians — normalizing custodian data formats and routing account information, positions, and transaction data bidirectionally to Salesforce without custom development or middleware.

Do I need MuleSoft to connect Salesforce to my wealth management stack?

No. Milemarker Relay replaces the need for MuleSoft or other enterprise middleware for wealth management integrations. It connects Salesforce to 400+ systems — custodians, portfolio platforms, compliance tools, billing systems — through a visual workflow builder without custom code.

Can Milemarker Relay sync data bidirectionally between Salesforce and portfolio accounting systems?

Yes. Milemarker Relay supports bidirectional data flows between Salesforce and portfolio systems like Orion, Black Diamond, and Addepar. Account changes, performance data, and client activity sync both directions based on rules you define — no custom Apex required.

How long does a Salesforce integration with Milemarker Relay take to set up?

Most Salesforce workflows are live within days. Milemarker Relay's visual builder lets your ops team configure integrations without engineering resources. Milemarker's implementation team provides hands-on support for initial setup and workflow configuration.

Related guides

Part of the Automation & Relay series:

• Milemarker Relay vs Salesforce Flow

• Salesforce for Wealth Management: Getting More from Your CRM Investment

• Client Onboarding Automation for Financial Advisors

• 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