Mili Pricing Overview

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Mili Ignite

$60.00

1 Mili Ignite Per Month

For solo advisors building their practice

Mili Accelerate

$130.00

1 Mili Accelerate Per Month

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

Mili Spark

$90.00

1 Mili Spark Per Month

For ambitious advisors and small teams. Everything in Ignite, plus:

Mili Infinity

1 Mili Infinity Per Month

For leading enterprises with custom workflows. Everything in Accelerate, plus:

Top-Rated Alternatives

Zocks

4.8/5

(241)

Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

View All Alternatives

Mili Alternatives Pricing

The following is a quick overview of editions offered by other AI Assistants for Financial Services

Zocks Essentials	Starting at $67.001 User Per Month	Capture notes without recordings & free up time to focus on clients Meeting preparation AI Note-taking CRM integration Financial planning integration Portfolio management integration Pre-meeting and follow-up emails Unlimited meetings Pricing is per user/month billed annually Show More
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Financial Services Cloud Service Enterprise	$325.001 user Per Month	The financial services CRM for service with built-in AI. Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation Easy-to-Use CSR Console for Single Pane of Glass Service Process Studio for Low-Code Customization
Wealthbox CRM Basic	$59.00Per Month	Price is per user / month when billed annually Contacts 1 CRM Workspace 1 Opportunity Pipeline 2 GB File Storage Customizable Groups Contact & Household Management Contact Segmentation Tags Task Management Opportunity Management Calendar Workflows Projects Reports Custom Fields Activity Stream Coworker Notifications Administrative Controls Mobile App Companion Partner App Integrations Compliant Note Archiving Permissions & Visibility Bank-Level Security Session Timeout 2-Factor Authentication SOC 2 Compliant Customer Support Help Desk Live Help Data Portability CRM Migration Assistance Video Tutorial Library Knowledge Base Q&A Two-Way Calendar Sync Chrome Extension for Gmail Bcc Email Forwarding Show More

Various alternatives pricing & plans

Pricing information for the above various Mili alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.