Microsoft Power Automate is powerful — but it's built for IT departments, not operations teams. When your firm needs automation that understands accounts, compliance, and custodian data, you need something purpose-built.

No-code builder · 400+ integrations · Full audit trail · SOC 2 Type II

Why It Matters

Enterprise automation vs. wealth management automation

Power Automate is a horizontal enterprise tool. It connects Microsoft apps well, handles document approvals, and supports complex logic — but it doesn't know what a household is, what AUM drift means, or why a compliance attestation matters.

Milemarker Relay is built on your unified data layer, where every field is already normalized across 130+ wealth management sources. Your ops team builds workflows in minutes, not weeks — and they never need to file an IT ticket to do it.

Built for Ops Teams

No IT ticket required. No expressions to debug.

Milemarker Relay gives your operations team automation they can build and maintain — without waiting on engineering or learning JSON expressions.

Visual workflow builder

Drag and drop, not JSON expressions. Your ops team builds and maintains automations without engineering support.

Domain-native triggers

Trigger on account openings, compliance events, fee changes — not generic webhook pings that need parsing.

Pre-built custodian connections

Schwab, Fidelity, Pershing, and more — normalized and ready. No custom connector development.

Compliance-grade audit trail

Every execution logged automatically. What triggered, what routed, where it went, whether it succeeded. SOC 2 Type II.

No Microsoft lock-in

Works with your stack as-is — Salesforce, Redtail, Wealthbox, Slack, Teams, whatever you run.

Scales without IT

Add workflows as your firm grows. No IT backlog, no licensing complexity, no tenant management.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Evaluating Power Automate? Read this first.

We already have Microsoft 365. Why not just use Power Automate?

Power Automate is included with M365, but "included" doesn't mean "ready." Building wealth management workflows requires IT resources, custom connectors for custodians and portfolio systems, and ongoing maintenance. Milemarker Relay is ready out of the box — your ops team can build workflows in minutes.

Is Power Automate more powerful?

For enterprise IT workflows — document approvals, SharePoint triggers, Teams bots — yes. For wealth management operations — account onboarding, compliance routing, fee propagation, multi-custodian sync — Milemarker Relay is purpose-built and dramatically simpler.

Can we use both?

Absolutely. Keep Power Automate for internal IT workflows (SharePoint, Dynamics, Teams). Use Milemarker Relay for wealth management operations that need domain context, custodian connections, and compliance audit trails.

What if our IT team wants to stay involved?

They can. Milemarker Relay has API access and webhooks for teams that want programmatic control. But the point is that they don't have to be involved for every ops workflow — freeing IT to focus on infrastructure, not middleware.

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