Mili

Mili makes AI software for wealth advisors at registered investment advisers and broker-dealers. It started with a meeting note-taker and now sells a set of task-specific agents, packaged as Mili Office.

The meeting agent records client meetings, writes summaries, drafts follow-up emails and pushes notes and action items into the firm's CRM. Other agents schedule meetings and attach agendas, update a client's details across connected systems, fill in onboarding forms and account applications, research prospects before a first meeting, extract data from uploaded documents, run email marketing, and draft branded planning reports on topics such as tax, estate, education and insurance. Advisors can start on a free plan or book a demo.

Mili lists integrations with CRMs including Salesforce, Microsoft Dynamics 365, HubSpot and Advyzon; planning tools eMoney and Holistiplan; Black Diamond for portfolio data; Global Relay for archiving notes; document stores such as Box, Dropbox, Egnyte and Google Drive; Gmail and Google Calendar; video platforms including Google Meet, Webex and GoTo Meeting; and phone systems such as 8x8, Dialpad and Five9. Its site also lists custodian connections.