Transform your advisory practice with tailored AI agents
Eliminate all the busy work with purpose-built agents, so you can build stronger client relationships.
Meet your AI Agent dream team
Meeting Agent
Stop frantically scribbling notes while trying to maintain eye contact with clients, and spending hours reconstructing conversations later.
Scheduling Agent
End the endless email chains of back and forth with prospects. One voice command handles everything - from checking availability across multiple calendars to sending personalized meeting invites with agendas attached.
Data Management Agent
Keep client data perfectly synced across your entire wealth management stack. When life events happen or portfolios change, update financial data, family details, and account information everywhere at once.
Onboarding Agent
Stop spending weeks opening new client accounts across multiple platforms. Onboard new clients in days instead of weeks by auto-populating account applications, beneficiary forms, and transfer paperwork from a single client profile.
Prospect Research Agent
Stop scrambling on LinkedIn 10 minutes before a prospect meeting or walking in blind to discovery calls. Get comprehensive background research - from recent business moves to family details - delivered automatically so you can build rapport and ask the right questions from minute one.
Compliance Agent
Stop lying awake wondering if you documented that suitability conversation correctly or if your ADV is up to date. Track every fiduciary discussion, flag regulatory changes that affect your practice, and generate audit-ready documentation automatically - so compliance reviews become a breeze instead of a nightmare.
Digital Marketing Agent
Stop relying solely on referrals while watching competitors capture online leads you're missing. Launch targeted email campaigns, optimize your website for search, and run compliant paid ads - all from one dashboard instead of juggling multiple marketing vendors and platforms.
Documents Agent
End the 3-hour document review sessions where you manually extract account numbers, beneficiaries, and asset values from 50-page tax returns. Upload client documents and watch key information automatically populate your CRM and planning software, turning document analysis from an afternoon into minutes.
Cohesive. Customized. Compliant.
Cohesive.
Mili seamlessly integrates across your entire wealth management stack, creating unified workflows that connect your tools into one smooth experience.
Customized.
Mili learns and adapts to your firm's unique processes, communication preferences, and operational style, delivering tailored experiences across all agent interactions.
Compliant.
Mili maintains the highest security and regulatory standards across all operations, ensuring data protection, privacy safeguards, and industry compliance requirements are met throughout every agent interaction and workflow.
RIAs and Broker Dealers love Mili for its accuracy, security and discreet support
“I was skeptical - now Mili's my new best friend”
“I told my partner it was 'just an AI thing we're never going to use.' By the third meeting, I admitted I was wrong.
Mili is phenomenal - intuitive, organized, and captures everything. It's saved me 30-45 minutes per meeting. If I use it a dozen times, that's easily 6 hours saved.”
“Mili is the quality equalizer”
“Some advisors take great notes, some don't. Mili allows us to have consistency and quality that meets our standards across all advisors.
Without Mili, we'd go back to a lower standard of quality service with greater variability.”
“We would be very disappointed if you took Mili away”
“As an operations person, my job is to identify ways for us to be as efficient as possible without sacrificing client experience.
Mili saves so much time and has just overall improved our client experience. I highly recommend it.”
“Mili has revolutionized how I handle meetings”
“Mili has completely transformed how I engage with clients by automating follow-ups and workflows.
Now, I can focus more on building deeper relationships with my clients and pursuing new opportunities.”
“Once you start using Mili, you won't go back”
“Being without Mili for just a couple of days was very challenging. Once you’ve experienced its benefits, there’s no returning to older methods.
The improvement it brings is so significant that its absence feels like a major setback.”
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“It's the best tech I've bought for our firm, for sure”
“Mili has become a full-time assistant helping me do tasks that I do not like, and is a lot cheaper.
It has taken a chore and made it an excellent part of the process. That's made our team a lot more efficient.”
Seamless integrations across all your tech tools
Mili eliminates compliance risks at the architectural level while keeping workflows natural
SOC 2 Type 2
Highest grade security standard ensuring that data is safe all the time
Streaming only, no recording
Notes created through secure real-time streaming and no audio recordings or stored transcripts
Say bye to bots
Secure streaming technology that works in the background without bots joining the call
AWS Enterprise Cloud
Built on AWS, the most trusted and secure cloud infrastructure for financial services
Bank-Grade Encryption
AES-256 and TLS 1.2+ data encryption at rest and in transit
Enterprise Network Security
AWS firewall and VPN protection safeguarding all production systems
Secure Access Control
JWT session management ensuring private and authenticated API access
PII redaction
Secure client data that never trains our models