Command Center
Automate your operations with intelligent workflows. Command Center watches for events, applies your rules, and takes action automatically.
What is Command Center?
Command Center is Milemarker's workflow automation engine. It allows you to create automated workflows that respond to events in your business - from new account openings to client birthdays to market movements. Instead of manually tracking and responding to every event, Command Center handles it for you.
Triggers
Events that start a workflow - new account, birthday, data change, scheduled time
Conditions
Rules that filter and route - if AUM > $1M, if segment = "VIP"
Actions
What happens - send email, create task, update CRM, notify advisor
How Workflows Work
An Event Triggers the Workflow
Something happens in your data - a new account is opened, a client's birthday is coming up, a portfolio drops below a threshold
Conditions Are Evaluated
Your rules determine what happens next - check client segment, AUM level, advisor assignment, or any other criteria
Actions Execute Automatically
The workflow takes action - sends communications, creates tasks, updates records, or triggers other workflows
Popular Workflow Examples
Birthday Outreach
Automatically send personalized birthday greetings 7 days before each client's birthday
Market Movement Alerts
Notify advisors when client portfolios move beyond defined thresholds
New Client Onboarding
Trigger welcome sequences and task assignments when new accounts open
Compliance Reviews
Schedule periodic reviews and automatically create audit trails