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Milemarker Launches Relay: No-Code Automation Built on a Unified Wealth Management Data Lake

globenewswire.com
SCHW Schwab is mentioned as one of the data sources Milemarker Relay integrates with, indicating its role in the wealth management ecosystem but not directly reflecting sentiment about Schwab's own performance or products. CDNS While not explicitly mentioned, the article discusses automation and data infrastructure in wealth management. If Cadence offers relevant solutions in this space, it might be indirectly relevant, but no direct mention or sentiment is present.

Milemarker Launches Relay: No-Code Automation Built on a Unified Wealth Management Data Lake CHARLESTON, SC, April 14, 2026 (GLOBE NEWSWIRE) -- Milemarker, the data infrastructure company for wealth management, today announced the launch of Milemarker Relay, a no-code automation tool that connects a firm’s unified data lake to 400+ systems and triggers workflows based on real business events—account openings, compliance attestations, portfolio changes, and more.

Most automation platforms stitch systems together with generic APIs, leaving operations teams to define what an “account” or a “sleeve” actually means in every workflow. Milemarker Relay starts further down the field. Because it runs on top of data already normalized across Salesforce, Schwab, Fidelity, and 130+ other sources, workflows understand the language of wealth management from the first click.

How It Works

Relay follows a three-step model: a business event triggers a workflow, Relay routes the relevant data to every connected system that needs it, and each system updates in sync—CRM, custodial records, compliance logs, billing, and advisor notifications—with a full audit trail of every step.

“Most wealth management firms run with lean operations teams who simply don’t have the bandwidth to spend their days reconciling data between systems,” said Jud Mackrill, CEO and Co-Founder of Milemarker. “Relay gives those teams their time back. Enter data once, and every connected system updates instantly.”

What Relay Streamlines

Milemarker Relay handles a broad range of wealth management workflows, including:

“Relay is set-it-and-forget-it for wealth management,” Mackrill added. “It’s the fastest way I’ve seen for advisors to automate the busy work and create real operational scale.”

Milemarker Relay is built for a compliance-first, SOC 2 Type II environment. Every workflow execution is fully logged—what triggered it, what data was routed, where it went, and whether it succeeded.

Availability

Milemarker Relay is available now to Milemarker clients. To schedule a demo, visit milemarker.co.

About Milemarker

Milemarker is an award-winning financial technology company that unifies fragmented wealth management operations through enterprise-grade data infrastructure and workflow automation. The platform serves RIAs, broker-dealers, TAMPs, and aggregators looking to scale beyond traditional operational breaking points.

Built on AWS and Snowflake, Milemarker follows a “connect, don’t replace” philosophy, integrating 130+ systems—including CRMs, custodians, and portfolio platforms—into a unified data environment. SOC 2 Type II compliant and headquartered in Charleston, South Carolina, Milemarker helps firms turn operational chaos into competitive advantage. For more information, visit milemarker.co.