Platform

Relay

Automation Built for Wealth Management

Trigger workflows on real business events—account openings, compliance attestations, fee changes, portfolio drift—and let Relay update every connected system in your stack. No middleware. No babysitting. No glue code.

Try Relay

Connect all your data with the power of Milemarker's Industry Leading data and advisor platform.

Milemarker Relay

From Trigger to Done in Seconds

Connect Your Stack

Relay runs on top of Milemarker's unified data layer. CRM, custodians, portfolio accounting, compliance, billing, planning—130+ systems already normalized and ready to route.

Connect Your Stack

Relay runs on top of Milemarker's unified data layer. CRM, custodians, portfolio accounting, compliance, billing, planning—130+ systems already normalized and ready to route.

Connect Your Stack

Relay runs on top of Milemarker's unified data layer. CRM, custodians, portfolio accounting, compliance, billing, planning—130+ systems already normalized and ready to route.

Build Workflows in Minutes

Drag, drop, done. Pick a trigger, define the routing, and let Relay handle the rest. No code, no API plumbing, no schema mapping. Workflows understand accounts, advisors, sleeves, and compliance rules from the first click.

Build Workflows in Minutes

Build Workflows in Minutes

Let Real Events Drive the Work

A new account opens. A fee schedule changes. A compliance attestation comes due. Relay catches the event, routes the data, and logs every step for your CCO.

Let Real Events Drive the Work

A new account opens. A fee schedule changes. A compliance attestation comes due. Relay catches the event, routes the data, and logs every step for your CCO.

Let Real Events Drive the Work

A new account opens. A fee schedule changes. A compliance attestation comes due. Relay catches the event, routes the data, and logs every step for your CCO.

One Automation Layer

Every System in Sync

Compliance Attestations

Quarterly personal securities disclosures, political contributions, OBA submissions, and code of ethics acknowledgments—triggered, tracked, and logged automatically. Your CCO gets a complete audit trail without chasing PDFs.

Compliance Attestations

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Maintain context across all operational systems

Client Onboarding

A new account form triggers the entire downstream process—CRM creation, custodian paperwork, compliance checklist, advisor notification. Forty-five minutes of work, done in seconds.

Client Onboarding

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Regulatory reporting integration for serious issues

Data Hygiene at Scale

Address changes, fee updates, advisor activity, meeting notes—enter once, sync everywhere. No more copy-paste across four systems.

Data Hygiene at Scale

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Regulatory reporting integration for serious issues

400+ Connected Systems

Relay routes data to every tool in your stack: Salesforce, Schwab, Fidelity, Orion, Black Diamond, Addepar, Slack, Teams, and 400+ more.

400+ Connected Systems

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Regulatory reporting integration for serious issues

Compliance Attestations

Data Hygiene at Scale

Address changes, fee updates, advisor activity, meeting notes—enter once, sync everywhere. No more copy-paste across four systems.

Client Onboarding

A new account form triggers the entire downstream process—CRM creation, custodian paperwork, compliance checklist, advisor notification. Forty-five minutes of work, done in seconds.

400+ Connected Systems

Relay routes data to every tool in your stack: Salesforce, Schwab, Fidelity, Orion, Black Diamond, Addepar, Slack, Teams, and 400+ more.

Automation Built on

Your Unified Data

Workflows That Speak Wealth Management

Most automation tools treat data as text. Relay knows what an account is, what a sleeve is, what a compliance rule means—because it runs on top of your unified data layer.

Workflows That Speak Wealth Management

Most automation tools treat data as text. Relay knows what an account is, what a sleeve is, what a compliance rule means—because it runs on top of your unified data layer.

Workflows That Speak Wealth Management

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Maintain context across all operational systems

Set It and Forget It

Build a workflow once. Relay runs it every time the trigger fires—no monitoring, no manual reruns, no babysitting.

Set It and Forget It

Build a workflow once. Relay runs it every time the trigger fires—no monitoring, no manual reruns, no babysitting.

Set It and Forget It

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Regulatory reporting integration for serious issues

Full Audit Trail, Always

Every workflow execution is fully logged: what triggered it, what data was routed, where it went, and whether it succeeded. Built for SOC 2 Type II.

Full Audit Trail, Always

Every workflow execution is fully logged: what triggered it, what data was routed, where it went, and whether it succeeded. Built for SOC 2 Type II.

Full Audit Trail, Always

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Regulatory reporting integration for serious issues

Scales With Your Firm

Ten advisors or ten thousand—same system. Relay scales from solo RIAs to multi-billion-dollar enterprises without rebuilding workflows.

Scales With Your Firm

Ten advisors or ten thousand—same system. Relay scales from solo RIAs to multi-billion-dollar enterprises without rebuilding workflows.

Scales With Your Firm

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Regulatory reporting integration for serious issues

Testimonials

Advisors Are Already Running on Relay

"We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business."

Laura Hubbell, CFA®

Chief Information Officer, SignatureFD

“As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.”

Lacey Shrum

Founder and CEO, SmartKX

"Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry."

Torie Happe

VP of Business Development, Jump AI

"Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry."
Torie Happe
VP of Business Development, Jump AI
“As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.”
Lacey Shrum
Founder and CEO, SmartKX
"We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business."
Laura Hubbell, CFA®
Chief Information Officer, SignatureFD

"Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry."
Torie Happe
VP of Business Development, Jump AI
“As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.”
Lacey Shrum
Founder and CEO, SmartKX
"We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business."
Laura Hubbell, CFA®
Chief Information Officer, SignatureFD

Enterprise Security

Zero Compromise

Bank-Level Security Encryption

256-bit SSL secure environment

Bank-Level Security Encryption

256-bit SSL secure environment

SOC 2 Certified

Global level security certifications

SOC 2 Certified

Global level security certifications

24/7 Threat Monitoring System

Always-on protection systems monitoring

24/7 Threat Monitoring System

Always-on protection systems monitoring

Routine Security & Pen Testing

Security is trained, audited and monitored to keep your information secure.

Routine Security & Pen Testing

Security is trained, audited and monitored to keep your information secure.

Bank-Level Security Encryption

256-bit SSL secure environment

24/7 Threat Monitoring System

Always-on protection systems monitoring

SOC 2 Certified

Global level security certifications

Routine Security & Pen Testing

Security is trained, audited and monitored to keep your information secure.

Bank-Level Security Encryption

256-bit SSL secure environment

SOC 2 Certified

Global level security certifications

24/7 Threat Monitoring System

Always-on protection systems monitoring

Routine Security & Pen Testing

Security is trained, audited and monitored to keep your information secure.

Frequently asked questions.

Whether you're exploring automation for the first time or evaluating how Relay fits your firm's compliance requirements, find what you need below. Reach out to our team at connect@milemarker.co

What is Milemarker Relay?

Relay is a no-code automation tool built on top of Milemarker's unified data layer. It triggers workflows from real business events—account openings, compliance attestations, fee changes, portfolio drift—and automatically updates every connected system in your stack.

How is Relay different from Zapier or other workflow tools?

Generic automation tools stitch systems together with APIs and leave you to define what an account or a sleeve actually means in every workflow. Relay starts further down the field. Because it runs on top of data already normalized across 130+ wealth management systems, workflows understand the language of wealth management out of the box.

What workflows can I automate with Relay?

Compliance attestations, client onboarding, address changes, fee schedule updates, advisor activity sync, marketing material requests, multi-channel notifications, portfolio drift alerts—anything driven by a real business event in your stack. If it's a workflow your operations team runs today, Relay can run it tomorrow.

Do I need engineering resources to set up Relay?

No. Relay is fully no-code. Operations teams build workflows in minutes using a visual editor. No API plumbing, no schema mapping, no glue code.

What systems does Relay connect to?

Relay routes data across 400+ connected systems, including Salesforce, Schwab, Fidelity, Orion, Black Diamond, Addepar, Slack, Teams, and every other tool in the Milemarker integration library. Built for a SOC 2 Type II environment with a full audit trail of every workflow execution.

Frequently asked questions.

Whether you're exploring automation for the first time or evaluating how Relay fits your firm's compliance requirements, find what you need below. Reach out to our team at connect@milemarker.co

What is Milemarker Relay?

How is Relay different from Zapier or other workflow tools?

What workflows can I automate with Relay?

Do I need engineering resources to set up Relay?

No. Relay is fully no-code. Operations teams build workflows in minutes using a visual editor. No API plumbing, no schema mapping, no glue code.

What systems does Relay connect to?

Frequently asked questions.

Whether you're exploring automation for the first time or evaluating how Relay fits your firm's compliance requirements, find what you need below. Reach out to our team at connect@milemarker.co

What is Milemarker Relay?

How is Relay different from Zapier or other workflow tools?

What workflows can I automate with Relay?

Do I need engineering resources to set up Relay?

No. Relay is fully no-code. Operations teams build workflows in minutes using a visual editor. No API plumbing, no schema mapping, no glue code.

What systems does Relay connect to?