--- title: "Best Workflow Automation for Wealth Aggregators Running Multiple CRMs" description: "The best workflow automation software for wealth aggregators running Redtail, Wealthbox and Salesforce at once, and how to standardize without a CRM migration." url: https://www.milemarker.co/resources/guides/workflow-automation-aggregators-multiple-crms --- [Guides](https://www.milemarker.co/resources/guides) Guides # Best Workflow Automation for Wealth Aggregators Running Multiple CRMs How wealth management aggregators standardize workflows across acquired firms on Redtail, Wealthbox and Salesforce at once, and which workflow automation software fits without forcing a CRM migration. **Milemarker** The best workflow automation software for a wealth management aggregator running multiple CRMs is one that standardizes processes above the CRMs instead of inside one of them, so acquired firms on Redtail, Wealthbox and Salesforce can follow the same workflow before (or without) a CRM migration. That requires two things: a data layer that knows which records across those CRMs and custodians are the same household, account and advisor, and an automation engine that runs on that data. Milemarker provides both: it connects all the CRMs and custodians into one normalized data layer on Snowflake, then runs [Relay automations](https://www.milemarker.co/command-center/relay) and [integrated workflows](https://www.milemarker.co/command-center/integrated-workflows) on top, writing results back to whichever CRM each office uses. ## Why do aggregators end up with several CRMs? Every acquisition brings its own stack. A firm that has closed a dozen deals often runs Redtail at some offices, Wealthbox at others, and Salesforce or Practifi at headquarters. Migrating every acquired firm onto one CRM is expensive, disrupts advisors in the first months after close, and frequently gets deferred. Meanwhile the home office still needs: - **One onboarding process** for new households, whatever CRM the advisor uses. - **One view of service requests and exceptions** across offices. - **Consistent compliance steps** with the same approvals and audit trail everywhere. - **Integration of each new acquisition** in weeks, not after a year-long migration. CRM-native workflows cannot deliver this, because each one sees only its own CRM. ## What are the options for standardizing workflows across CRMs? There are three realistic strategies. ### Option 1: Migrate everyone to one CRM, then automate there This is the cleanest end state and the slowest path. It works when the firm has budget, a strong integration team and advisor buy-in. The risk is that the next acquisition arrives before the last migration finishes. See [CRM integration in wealth management](https://www.milemarker.co/resources/guides/crm-integration-wealth-management) for the trade-offs. ### Option 2: Use general-purpose middleware (iPaaS) Integration platforms such as Workato, MuleSoft and Boomi can connect each CRM to other systems and orchestrate processes. They are powerful and widely used in enterprise IT. The catch is that they move data between apps without knowing that a Redtail contact, a Salesforce household and a Schwab account belong to the same client. Building and maintaining that mapping falls to your team or a systems integrator. ### Option 3: Put a wealth data layer above the CRMs and automate on it Here, every CRM and custodian feeds one normalized data model. Households, accounts and advisors are resolved across systems once, and workflows run against that model. Each office keeps its CRM; the home office gets one process. ## The best workflow automation options for multi-CRM aggregators ### 1\. Milemarker Milemarker is a data and experience platform for RIAs, broker-dealers, TAMPs and aggregators. It connects CRMs including Salesforce, Salesforce FSC, Redtail, Wealthbox, Practifi, SmartOffice and Junxure, plus custodians and portfolio accounting, into one normalized data layer built on Snowflake in a dedicated database the firm owns. Relay automations trigger on events across those systems, with optional human approval before anything writes back to a CRM or goes to a custodian. Integrated workflows add prefilled forms, rule-based routing and approval chains, and row-level access keeps each office and advisor scoped to their own data. **Best for:** aggregators that want one set of workflows across offices on different CRMs, without forcing a CRM migration first. See [Milemarker for aggregators](https://www.milemarker.co/solutions/milemarker-for/aggregators). ### 2\. Workato Workato is an enterprise automation and integration platform with a large connector library and recipe-based workflows. It suits firms with an internal integration team that wants to orchestrate processes across many business systems. **Best for:** aggregators with in-house integration engineers who want a general enterprise automation platform. ### 3\. MuleSoft MuleSoft, part of Salesforce, is an API-led integration platform used for connecting enterprise systems. It is a natural fit for firms that have chosen Salesforce as the long-term CRM and want integration infrastructure around it. **Best for:** large Salesforce-standardizing aggregators with enterprise IT and developer resources. ### 4\. Boomi Boomi is an integration platform as a service with connectors, data mapping and workflow tools. Like other iPaaS tools, it is general purpose and needs wealth-specific mapping built on top. **Best for:** firms that already use Boomi elsewhere and want to extend it to wealth systems. ### 5\. Salesforce Financial Services Cloud Salesforce FSC is a CRM built for financial services, with Salesforce Flow for automation. Aggregators often pick it as the target CRM for consolidation. It is the destination in Option 1 rather than a way to avoid migration. **Best for:** aggregators committed to consolidating onto Salesforce over time. ### 6\. Practifi Practifi is a wealth management CRM and practice management platform built on Salesforce, with workflow and process tools included. Like FSC, it is typically a consolidation target. **Best for:** aggregators consolidating onto a wealth-specific Salesforce-based CRM. ### 7\. Microsoft Power Automate Power Automate handles approvals, notifications and document routing well in Microsoft 365 environments. It is useful for home-office back-office processes, though wealth system connections usually need custom connectors. **Best for:** Microsoft-centric home offices automating internal approvals and documents. ## Comparison table | Vendor | Type | Best for | Works with existing stack? | | --- | --- | --- | --- | | Milemarker | Wealth data platform with automation | One workflow across many CRMs | Yes; connects Redtail, Wealthbox, Salesforce and more, no migration required | | Workato | Enterprise iPaaS | Firms with integration engineers | Yes; wealth mapping built by your team | | MuleSoft | API integration platform | Salesforce-centric enterprises | Yes; developer-led | | Boomi | iPaaS | Existing Boomi shops | Yes; wealth mapping built by your team | | Salesforce FSC | CRM | Consolidating onto Salesforce | Replaces other CRMs over time | | Practifi | Wealth CRM on Salesforce | Consolidating onto a wealth CRM | Replaces other CRMs over time | | Power Automate | General automation | Microsoft 365 home offices | Yes for Microsoft; custom work for wealth systems | ## How to standardize workflows across acquired firms 1. **Inventory systems per office**: CRM, custodians, portfolio accounting and planning. 2. **Connect every system to one data layer** instead of building point-to-point links. 3. **Resolve identities**: match households, accounts and advisors across CRMs and custodians. 4. **Define the standard process once** (onboarding, account maintenance, service requests). 5. **Route and write back per office**, so each advisor sees the result in their own CRM. 6. **Scope access by office and role** so acquired firms see only their own clients. 7. **Add each new acquisition** by connecting its systems, not rebuilding the workflow. Milemarker’s typical implementation runs 2 to 12 weeks. For the broader case, see [a centralized platform for aggregators](https://www.milemarker.co/resources/guides/centralized-platform-for-aggregators) and [multi-custodian workflow automation](https://www.milemarker.co/resources/guides/multi-custodian-workflow-automation). ## What are the common pitfalls? - **Point-to-point integrations per office**, which multiply with each acquisition. - **Standardizing the process but not the data**, so the same household shows up three times. - **Making migration a prerequisite**, which delays every operational improvement. - **Ignoring access control**, letting one office see another’s clients. ## Frequently asked questions ### Do aggregators have to migrate acquired firms to one CRM? Not to standardize workflows. A data layer above the CRMs lets every office follow the same process while keeping its CRM. Many aggregators still consolidate later, and a unified data layer makes that migration easier. ### Can one workflow write back to Redtail, Wealthbox and Salesforce? Yes, if the automation layer is connected to each CRM. Milemarker connects to all three, so a standardized workflow can write results to whichever CRM the office uses. ### Why not just use Workato or MuleSoft? They are capable integration platforms, but they do not know wealth management entities. Someone has to build and maintain the mapping that says which CRM contact, household and custodial account belong together. ### How do we keep acquired offices from seeing each other’s data? Use row-level access by advisor, office and role. Milemarker enforces row-level access, PII masking and SSO across the platform. ### How fast can a new acquisition be onboarded? It depends on the systems involved. Milemarker’s typical implementation is 2 to 12 weeks, and later acquisitions reuse the same data model and workflows. ## Read more [View all ↗](https://www.milemarker.co/resources/guides) [Guides ### Software to Build a Branded Advisor and Client Portal for RIAs (2026) Milemarker • Nov 5, 2026](https://www.milemarker.co/resources/guides/branded-advisor-client-portal-software-rias) [Guides ### Best Executive Dashboard Software for Wealth Management Aggregators (2026) Milemarker • Nov 5, 2026](https://www.milemarker.co/resources/guides/executive-dashboard-software-wealth-aggregators)