Mili: Wealth Advisor Assistant

Mili is the ultimate meeting and follow-up assistant designed specifically for wealth advisors. Say goodbye to juggling multiple screens and spending hours on follow-ups. With Mili, you can reclaim your time and focus on what truly matters - your clients.

With Mili, taking notes has never been easier. Just turn Mili on at the time of the meeting, and Mili will take care of the rest. All notes are made in real time. Whether you are in a virtual meeting or an in-person discussion, Mili captures every detail, organizing notes in a format that suits your needs. As soon as the meeting ends, a summary is generated along with a follow-up email that can be sent to your client. Mili seamlessly integrates with leading virtual meeting platforms like Google Meet, Zoom, and Microsoft Teams, and ensures that your notes are always accurate and comprehensive.


Security and Privacy:

Mili understands the importance of data security and privacy. Our app is fully compliant with all relevant regulations, ensuring your data is protected at all times. We focus on real-time streaming of notes, with no recordings of client conversations stored. Your personally identifiable information (PII) remains confidential and is never processed through LLM models.


Key Features:

• Real-time, Organized Notes: Capture and organize meeting notes in real-time, tailored to your preferences. Whether it's a virtual meeting or an in-person discussion, Mili ensures you never miss a detail.

• Smart Follow-ups: Easily track tasks and follow-ups with clients, ensuring nothing falls through the cracks. Mili makes follow-ups intelligent and personalized, saving you time and improving client engagement.

• Built with Compliance in Mind: Mili is designed to adhere to all relevant compliance regulations, providing a secure and compliant environment for managing client information and notes.

• Virtual and In-Person Meeting Support: Whether you’re meeting online or face-to-face, Mili supports all types of meetings, capturing notes accurately and efficiently. Seamlessly integrates with Google Meet, Zoom, Microsoft Teams, and more.



Mili is built with compliance in mind, ensuring that your data is protected and confidential. Experience the Mili advantage and transform the way you manage client meetings and follow-ups.

Download Mili today and reclaim your time!