Mili Reviews & Product Details

Mili is a set of tailored AI agents built specifically for wealth advisors, RIA firms, and broker-dealers. Our agents help advice firms replace hours of manual admin work with simple, automated workflows, so advisors can spend more time building stringer client relationships . Meeting Agent Mili's Meeting Agent captures real-time meeting notes without creating any recordings or adding AI bots to your Zoom, Teams, or Webex calls. Your clients never see or interact with any technology just you. After the meeting, Mili generates professional follow-up emails that match your writing style, creates action plans, and syncs everything to your CRM in a single click. Advisors save 15-45 minutes per meeting. Full Agent Suite Beyond meetings, Mili offers specialized agents across the entire advisory workflow: Scheduling Agent to eliminate back-and-forth email chains, Data Management Agent to update client info across your tech stack in two clicks, Onboarding Agent to auto-populate account applications and transfer paperwork, Prospect Research Agent to deliver background research before every meeting, and upcoming agents for Compliance, Digital Marketing, and Document Analysis. Built for Financial Services Compliance Mili uses real-time streaming audio becomes text instantly and is immediately discarded. No recordings are ever created or stored. All sensitive data like SSNs and account numbers is automatically redacted. Mili is SOC 2 Type II and ISO 27001 certified, with US-based data storage on AWS, end-to-end encryption, and 7-year audit log retention. We never train AI on your client data. Works Across Your Existing Tech Stack Mili integrates with the tools you already use, CRMs like Wealthbox, Salesforce, Practifi, Advyzon, Redtail, and Salentica; calendars like Google Calendar and Microsoft Outlook; financial planning software like eMoney and RightCapital; custodian platforms like Charles Schwab and TradePMR; and meeting platforms like Zoom, Teams, Webex, and Google Meet. Mili is available on desktop, iOS, and Android, with plans starting at $60/month per advisor.