Mili Pricing Overview

For solo advisors building their practice

30 meetings per month
Real-time note-taking (no recordings)
Basic meeting preparation
Vast meeting template library
Verbal client-consent logs
Personalized & timely email follow-ups
Advisor Action Plans
All CRM integrations (Notes, Action Items, Workflows)
Assistant seat for $10
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For fast-growing teams with complex needs. Everything in Spark, plus:

Client Insights engine: Meeting analytics, Client engagement metrics & insights, Client wants and concerns, Referrals tracking, Personalized gift recommendations, Customer funnel report
Custom data retention policy
Client profiles
Firm-level roles and access control
Dedicated Customer Success Manager
White-glove onboarding
Customisable client consent mechanism: Audio playback, Customizable & automated email alert, Virtual background on meeting platforms
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For ambitious advisors and small teams. Everything in Ignite, plus:

Unlimited meetings
Advanced meeting preparation- Connects your CRM data, email history, and client activity to paint the complete picture.
Detailed meeting notes
Advisor Action Plans with firm branding
Complimentary assistant seats
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For leading enterprises with custom workflows. Everything in Accelerate, plus:

Multiple groups and departments
Administrator-level policy controls
Custom workflows and integrations
Dedicated support team
Custom analytics dashboard
Multi-entity management
Private cloud deployment
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