Mili and TradePMR: AI-Powered Workflows for Advisors on Fusion Slug: mili-tradepmr-integration-fusion
Mili's integration with TradePMR's Fusion lets advisors move from a client meeting to trade orders, pre-filled forms, and CRM updates without leaving their workflow. Here's how it works.
Mili and TradePMR have announced an integration that brings AI-powered advisor workflows directly into TradePMR's Fusion platform. TradePMR is a technology and custodial services provider for RIAs, and this connects Mili's full workflow layer to the custodial systems advisors use every day.
The idea behind it
Mili captures the client meeting, prepares the supporting documentation, and connects to the custodial systems advisors use to act on what was discussed. The goal is one continuous loop, from the conversation to everything that follows it.
What the integration includes
- Real-time meeting notes, without recording the conversation
- Meeting prep using context pulled from existing client data
- Pre-filled TradePMR forms with built-in NIGO verification across 35+ form types, catching errors before submission
- Document parsing across 45 document types
- Natural-language search across TradePMR's Insight documentation
It also introduces a workflow that helps advisors build execution-ready trade baskets straight from what was discussed in a meeting, moving from conversation to trade order in one flow. Automated account opening and ACAT transfer workflows are next on the joint roadmap.
What the two CEOs say
"What advisors want from AI is not better notes. It is the system that connects what happens in a client meeting to what happens after it." — Chirag Gandhi, Co-Founder and CEO of Mili. TradePMR's Robb Baldwin added that bringing Mili into Fusion gives advisors a tool that fits how they already work.
One note
Mili and TradePMR are unaffiliated companies.
Read the full announcement
📄 Read the full press release → https://finance.yahoo.com/sectors/technology/articles/mili-tradepmr-integration-designed-bring-140000109.html