Appleton Partners Selects Mili as Its AI Platform for Advisor Workflows
Appleton Partners, a $12.5B employee-owned RIA in Boston, evaluated several AI tools before choosing Mili to run its advisor workflows. Here's what they were solving for, and what changed.
We're proud to share that Appleton Partners, a $12.5 billion RIA based in Boston, has chosen Mili as the AI platform for its advisor workflows.
Appleton has been independently run since 1986, and they're 100% employee-owned. When a firm like that picks a technology partner, they don't do it on a whim. They looked at several AI tools before landing on Mili. That means a lot to us, so we wanted to share what they were trying to fix and what's different now.
The problem every advisor knows too well
Here's a moment Appleton's team described, and it'll sound familiar to anyone in this business. An advisor finishes a great client meeting. Then comes the part nobody enjoys: thirty to forty minutes writing up notes, typing data into Salesforce, and drafting a recap email. Multiply that by every meeting, every week. That's hours gone, every single week, on work that pulls advisors away from clients.
What changed with Mili
That whole after-meeting scramble is now a few minutes of quick review. Appleton's advisors use Mili to:
- Walk into client reviews with prior meeting context and CRM data pulled into one simple briefing
- Capture real-time notes across virtual, phone, and in-person meetings, with no bots and no recordings
- Update Salesforce with client data right after the meeting
- Draft follow-up emails that sound like the advisor wrote them, not a robot
What Appleton's leadership says
As Punit Shetty, their CTO and Managing Director of Operations, put it: the time they're getting back is going straight into client conversations and planning work. That's the whole point. Mili handles the busy work so advisors can be more human, not less.
Why this one matters to us
Appleton runs their tech choices the same way they run portfolios, with discipline. President and CEO Douglas C. Chamberlain said they needed tools that fit how they already work, protect client data, and earn back real time. We're glad Mili cleared that bar.
And we're not done. Appleton and Mili are already working together to bring more workflows on board: client onboarding, document analysis, and prospect research.
Read the full announcement
📄 Read the full press release → https://www.privatebankerinternational.com/news/sponsored-appleton-partners-selects-mili-as-its-ai-platform-for-advisor-workflows/
Want to see what Appleton saw?
If your advisors are losing hours to notes, CRM updates, and follow-ups, Mili can take that off their plates. Book a demo and see how it fits into the stack you already use.