Get started with Mili + Wealthbox
Never miss a client detail again. Meeting notes, tasks, and follow-ups sync instantly to Wealthbox, no manual entry required.
Never Miss a Beat with Mili + Wealthbox
Mili's integration with Wealthbox transforms how you capture and manage client information. Every meeting automatically creates detailed notes in Wealthbox, complete with action items, client updates, and follow-up tasks. No more scribbling notes during meetings or staying late to update your CRM.
With bi-directional sync, Mili pulls client history from Wealthbox before meetings, giving you instant context. After meetings, all captured information flows back seamlessly, including life events, financial changes, and opportunity flags you might have missed while focusing on the conversation.
How It Works
Connect your Wealthbox account to Mili in one click
Mili automatically pulls client data before each meeting
During meetings, focus on your client while Mili captures everything
Meeting notes, tasks, and updates sync to Wealthbox instantly
Follow-up emails are drafted and logged automatically
