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  • Milemarker™ Platform
  • New Account Opening

One Form.

Every System. Zero Manual Entry.

Stop re-entering the same client data into six different systems. Stop chasing missing documents. Stop explaining why account opening takes three weeks.

Automate the entire process from intake to account number.

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See It Work
  • The Problem

Your Account Opening Process Is an Obstacle Course

Client wants to open an account. Simple, right?

Advisor fills out intake form. Operations re-enters data into CRM. Then into Orion. Then into DocuSign. Then into custodian systems. Then someone realizes the risk tolerance is missing.

Two weeks later:

Client calls asking for their account number. “Let me check on that.”

Three weeks later:

Account finally opens. Client has already talked to two competitors.

Your process fights against your growth.
  • What We Fix

Single Entry, Universal Execution

One Form, Every System

Client data flows automatically from intake to CRM to Orion to DocuSign to custodian. Enter once, update everywhere.

Intelligent Pre-Population

System knows your client. Pulls existing data from Orion. Pre-fills 80% of the form before anyone starts typing.

Document Automation

Custom forms map directly to custodial documents. No missing fields. No manual document preparation.

Real-Time Orchestration

Complete visibility for advisors, operations, and clients throughout the entire process.

What You Get

Total Control

  • Custom workflow builder for different account types

  • Role-based permissions and access controls

  • Multi-office deployment with centralized oversight

  • Complete audit trail for compliance

Smart Automation

  • Pre-populated forms using existing client data

  • Custom document mapping for any custodian

  • Automatic portfolio allocation & restriction setup

  • Real-time status tracking & notifications

Complete System Integration

  • DocuSign for secure document signing

  • Orion for automatic account creation

  • Salesforce for CRM record management

  • Box for document storage & organization

Part Of:
Built On:

Ready to Automate Account Opening?

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Watch complete account opening automation in action.

Book Implementation Call

30 minutes to design account opening that actually

Why This Matters

Every delayed account opening costs you momentum. Every manual step costs you efficiency.

Stop apologizing for your process. Stop losing clients to timing. Turn account opening into a competitive advantage.

What Milemarker™ does is beyond transformational for the businesses they partner with. Excited to see what is next.

Picture of Abby Salameh

Abby Salameh

Chief Growth Officer, RFG Advisory

60%

faster account opening

Zero

manual data entry

95%

fewer document errors

Complete

process visibility

Real Results