Arch + Milemarker Integration

Arch + Milemarker Integration | Own Your Data

Connect Arch and Milemarker to Streamline Data and Operations

Set Up Your First Integration

Quickly connect Arch, the next-gen data and workflow management platform, with Milemarker to seamlessly integrate your firm’s operations, enhance client relationship management, and drive operational efficiency.

Milemarker makes it easy to integrate Arch’s powerful data and workflow management system with your wealth management processes—centralizing all your client and operational data in real time and automating critical workflows across your tech stack.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A new client data entry into Arch
A workflow task completed in Arch
A new financial document uploaded into Arch

Add Your Action

An Action is what Milemarker does in response—like:

Syncing client data to your CRM or client dashboard
Updating financial documents and client records
Notifying teams when a key task is completed or a document is uploaded

You're Connected!

Once connected, Milemarker ensures all data from Arch is automatically integrated into your wealth management workflows—streamlining operations and boosting efficiency.

Supported Communication Channels via Global Relay

- Client Data Entry
- Workflow Tasks and Projects

- Document Uploads and Storage
- Client Notes and Communications

Why Choose Milemarker?

Centralized Operations

Seamlessly bring together client, workflow, and communication data to enhance team collaboration and client service

Real-Time Automation

Turn data inputs from Arch into actionable insights, keeping your firm agile and responsive

Secure & Scalable

Ensure data privacy and scalability for a growing firm and no-code setup

Modernize Client Management and Data Workflows

If your firm uses Arch, Milemarker helps you take it further—automating processes, syncing crucial data, and driving operational efficiency across your firm. Enhance client engagement, streamline operations, and accelerate decision-making.

Let’s connect Arch and Milemarker today.