Mili Launches Mili Office, the Agentic AI Platform for Wealth Advisors Slug: mili-launches-mili-office
Mili Office connects to the systems advisors already use and runs complete workflows end to end. Here's what it does and what early firms are seeing.
Mili has launched Mili Office, an agentic AI platform that connects to the systems advisors already use and handles complete workflows from start to finish. Mili first gained traction with its meeting agent: no recordings, no bots joining the call, just preparation, notes, insights, and two-way CRM updates. Mili Office is the next step.
The problem it solves
The average advisor jumps between five or more systems every day. Mili Office brings them into one conversation.
What it connects to
It plugs into the tools a firm already runs: CRMs like Salesforce, Wealthbox, Redtail, Advyzon, XLR8, and Practifi; planning software like eMoney; calendars including Google Calendar and Microsoft 365; and custodians like TradePMR.
What advisors can actually ask
Advisors are asking things like: Should I be sensitive to anything about Ted before I call him? Have any of my clients mentioned crypto? Show me everyone who completed a Roth conversion in 2025. Mili Office can also run workflows on a schedule, like pulling clients with overdue reviews and drafting outreach, or setting up pre-meeting briefs that run automatically.
Built for compliance
Every answer comes with source links back to the original meeting, CRM field, or planning document. Independent research from The Oasis Group measured Mili at 96% note-taking accuracy, the highest among AI meeting solutions in their 2025 report. Mili is SOC 2 Type II certified and ISO 27001 compliant, the only agentic AI platform for wealth advisors to hold both.
What early firms are seeing
Firms including Avion Wealth, SFMG Wealth Advisors, and Presidio Capital Management are already using Mili Office. One team automated form-filling for 100+ new account documents, turning weeks of work into minutes. As Mike Bard, Director of Financial Planning at The Sum, put it: "In our experience, Mili gave an advisor the ability to serve 25% more clients."
Read the full announcement
📄 Read the full press release → https://finance.yahoo.com/news/mili-launches-mili-office-agentic-160000973.html