Mili ranked as the most comprehensive AI assistant for advisors: Insights from Joe Moss' research

In the fast-paced world of wealth management, advisors are constantly looking for tools that can streamline their workflows, save them time, and ultimately enhance their client relationships. AI note-takers have emerged as one solution, but the question remains: which one is truly designed to meet the unique needs of financial advisors?

To answer this question, Joe Moss, the author of AdvisorTechBook, embarked on a comprehensive research project to evaluate AI note-takers for wealth advisors. Joe’s mission was simple - identify which AI tool delivers the best value for advisors looking to automate note-taking, streamline client follow-ups, and improve meeting efficiency. The result was an in-depth comparison of 12 key features & integration capabilities across several tools in the market.

What stood out to Joe? After evaluating a range of features, it became clear that Mili was the standout solution - not only excelling in key features but offering a bot-free, feature-rich solution that truly fits the workflows of wealth advisors.

Joe Moss’s Independent Research: Evaluating AI Note-Takers for Advisors

Joe Moss’s research aimed to answer one question: which AI note-taker is best for wealth advisors? To do this, he created a comprehensive Google Sheet evaluating 12 core features across multiple AI note-taking tools.

Mili grabbed the top spot by checking all 12 boxes, thanks to its comprehensive design, which not only delivers seamless meeting preparation and note-taking but also ensures real-time action items and automated follow-ups - all while keeping client privacy and compliance at the forefront.

This finding highlights Mili’s core strength: it is built to serve advisors, not interrupt their workflows.

Mili’s Standout Features: What Sets Us Apart

While many AI note-takers offer similar features, Mili goes beyond the basics. Here are three features that set Mili apart from the competition, according to Joe Moss’s evaluation and our own experience:

1. Referrals tracking
   Mili’s referral tracking allows advisors to see and act on referral opportunities in real-time. This feature is integrated directly into Mili’s dashboard, making it easy for advisors to manage and nurture client referrals without missing a beat.
   
   
2. Gifting lists
   Personalization is key to client relationships, and Mili’s gifting recommendations provide advisors with personalized ideas for client and prospect gifts based on their profiles. This feature helps advisors show clients they care in a meaningful, thoughtful way.
   
   
3. Alerts and Reminders
   Mili enables advisors to set alerts and reminders with just a voice or chat command. Whether it’s a follow-up, a milestone, or a critical meeting, Mili ensures that nothing falls through the cracks.
   
   

These three unique capabilities are part of what makes Mili a complete solution for wealth advisors who want to go beyond simple note-taking and really enhance their client service.

Mili’s Suite of AI Agents: Transforming Wealth Management

While Joe’s study covered just note-takers, at Mili, we believe that AI should automate the repetitive, allowing advisors to focus on what matters most - human connection. 

That’s why we’ve built a suite of AI-powered agents to handle the administrative work that bogs advisors down. These agents include:

1. Client Snapshot Agent
   Get a single, comprehensive view of your client’s world - instantly. Mili gathers data from across all connected platforms (Salesforce, eMoney, custodians, planning tools, etc.) to create a unified snapshot, saving you from switching between systems.
   
   
2. Meeting Prep Agent
   Automatically generate a full pre-meeting agenda that pulls data from your CRM and client snapshot. It’s tailored to the meeting type and client and includes firm-defined checklists, ensuring every meeting starts with a plan.
   
   
3. Ask Anything Agent
   Mili allows you to ask questions across your connected tools and get contextual answers in seconds. Whether you need to compare client portfolios or get a quick rundown of a specific client’s financial situation, Mili’s AI delivers the insights you need.
   
   
4. Data Management Agent
   Keep your CRM updated without manual data entry. Mili automatically detects changes during meetings and updates Salesforce records with new client information - saving you hours of administrative work.
   
   
5. Onboarding Agent
   Mili automates the entire client onboarding process, from parsing documents to creating complete CRM profiles in Salesforce or eMoney. This streamlines the process and eliminates the need for repetitive data entry.
   

These AI-powered agents work seamlessly together to create a cohesive workflow that integrates with your existing tech stack, making it easier than ever for advisors to stay on top of their client interactions, document management, and follow-ups.

Mili’s Vision for the Future: Empowering Advisors with AI

Our goal is to give advisors back their time - time they can spend building stronger, more meaningful relationships with their clients and grow their practice. By automating workflows and eliminating administrative tasks, Mili empowers advisors to focus on the human side of their work.

The future of wealth management is here, and it’s powered by AI. Mili’s vision is to help wealth advisory firms scale while maintaining the personal touch that makes their service unique.

Get Started with Mili Today

Joe Moss’s research confirms that Mili is a leading AI-powered assistant for wealth advisors, delivering a robust feature set and innovative capabilities that make it the best choice for firms looking to streamline their workflows.

Ready to experience Mili in action? [Request a demo] today and see how Mili can transform your advisory practice by saving you time and helping you build stronger, more client-focused relationships.

Conclusion

With Joe Moss’s research as our guide, we’ve focused on creating an AI-powered solution that meets the real needs of wealth advisors. 

Mili stands out for its comprehensive suite of features, its bot-free design, and its commitment to human-centered innovation. We’re excited about the future and are ready to help advisors embrace the power of AI to work smarter, not harder.