The most secure meeting assistant
for wealth advisors

The most secure meeting assistant
for wealth advisors

The most secure meeting assistant for wealth advisors

Transform client meetings into organized notes and actionable follow-ups, instantly.
Focus on what matters most - your clients.

Transform client meetings into organized notes
and actionable follow-ups, instantly.
Focus on what matters most - your clients.

Transform client meetings into organized notes and actionable follow-ups instantly.
Focus on what matters most - your clients

SOC 2 Certified

Notes

Personal & family information

Financial information by Topic

Actionables

Meeting summary

Mili is taking notes...

Jane

Emily

Notes

Personal & family information

Emily got promoted to Director of Marketing at Box.

Alex (Emily’s daughter) got into her dream school, Stanford.

Financial information by Topic

Financial goals & concerns:

Renovation of the inherited cottage into a vacation rental, involving $50k.

Increase Alex’s 529 plan from $100k to $200k

Actionables

Advisor (Jane):

ROI analysis on cottage renovation and email findings.

Schedule meeting with Emily to discuss cottage investment.

Client (Emily):

Decision on contribution to Alex’s 529 plan to meet the $200k goal.

Meeting summary

Emily discussed her promotion at Box, Alex's Stanford acceptance, and plans for renovating her inherited cottage into a vacation...

Jane

Mili is taking notes...

Emily

Powering teams of all sizes, from solo advisors
to multi-billion AUM RIAs & asset management firms

Powering teams of all sizes, from solo advisors
to multi-billion AUM RIAs
& asset management firms

Powering teams of all sizes, from solo advisors to multi-billion AUM RIAs & asset management firms

and more

Mili, note

Mili, note

Mili, note

Real-time Notes,
Your Way

Real-time Notes,
Your Way

Real-time intelligent note-taking that captures and organizes client conversations in your preferred format

Invisible streaming assistant works silently in background, no meeting joins needed

Integrates seamlessly with

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and more

Supports in-person meetings,

Supports in-person meetings,

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and more

Mili is taking notes...

Mili, update

Mili, update

Mili, update

Seamless Integration with Your Tech Stack

Seamless Integration with Your Tech Stack

One-click updates to your CRM and planning tools

One-click updates to your CRM and planning tools

Syncs with your calendar

Works with your existing workflows

Works with your existing workflows

and more

and more

and more

Mili, follow up

Mili, follow up

Mili, follow up

Personalized Client Follow-ups

Personalized Client
Follow-ups

Personalized Client follow-ups

Auto-drafted emails matching your communication style

Smart meeting scheduling suggestions

Never miss a client commitment

Zoom Meeting

Enterprise-Grade Compliance
by Design

Enterprise-Grade Compliance
by Design

Mili eliminates compliance risks at the architectural level
while keeping advisor workflows natural.

Mili eliminates compliance risks at the architectural level while keeping advisor workflows natural.

Streaming, Not Recording

Real-time

Note-taking

Notes created through secure real-time streaming with no audio recordings or stored transcripts

Meeting Privacy 

Secure streaming technology works invisibly without bots joining meetings

Compliance Filters

Automatically masks sensitive information (like account numbers, SSNs) and flags key compliance terms

Meeting Controls

Advisors have full control to pause and resume note-taking during sensitive discussions

Advisor Review

Human-in-the-loop design: advisors review and approve notes before publishing

Built-in Consent

Integrated consent mechanisms across all meeting types

Meet Mili

Meet Mili

Meet Mili

© 2024 Mili Software

© 2024 Mili Software

© 2024 Mili Software

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