Get started with Mili + Advyzon
How it works
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Frequently Asked Questions
Meeting summaries capture portfolio discussions, planning decisions, and compliance notes. Tasks sync with complete context - title, description, due date, assignee - formatted for Advyzon's structure.
You can push to Contacts, Households, Companies, Notes, and Tasks. Since Advyzon combines CRM with portfolio management, your meeting data lands right alongside investment information.
Every sync requires your explicit approval. You review all notes and tasks before they enter Advyzon. Your integrated platform stays accurate because you control every update.
No. Mili only connects to Advyzon when you're ready to sync. It pulls your object lists so you can choose where to attach notes - but doesn't access or store client data in the background.
Mili recognizes Advyzon's household structure. When syncing, you can push notes to household records, maintaining your relationship-based organization across the entire platform.
Each team member connects with their own Advyzon credentials. The integration respects individual platform permissions, ensuring users only update what they're authorized to access.
