Scale your impact, not your hours.
Plans that grow with your practice
Mili Ignite
$60/month
Billed annually
For solo advisors building their practice
Ignite Features:
- 30 meetings per month
- Real-time note-taking (no recordings)
- Basic meeting preparation
- Vast meeting template library
- Verbal client-consent logs
- Personalized & timely email follow-ups
- Advisor Action Plans
- All CRM integrations (Notes, Action Items, Workflows)
- Assistant seat for $10
Mili Spark
$90/month
Billed annually
For ambitious advisors and small teams
Everything in Ignite, plus:
- Unlimited meetings
- Advanced meeting preparation
- Detailed meeting notes
- Advisor Action Plans with firm branding
- Complimentary assistant seats
Mili Accelerate
$130/month
Billed annually
For fast-growing teams with complex needs
Everything in Spark, plus:
- Client Insights Engine
- Custom data retention policy
- Complimentary assistant seats
- Client profiles
- Firm-level roles and access control
- Dedicated Customer Success Manager
- White-glove onboarding
- Customizable client-consent mechanism
Mili Infinity
Talk to Sales
For leading enterprises with custom workflows
Everything in Accelerate, plus:
- Multiple groups and departments
- Administrator-level policy controls
- Custom workflows and integrations
- Dedicated support team
- Custom analytics dashboard
- Multi-entity management
- Private cloud deployment
Mili Ignite
$75
for a monthly subscription
For solo advisors building their practice
Ignite Features:
- 30 meetings per month
- Real-time note-taking (no recordings)
- Basic meeting preparation
- Vast meeting template library
- Verbal client-consent logs
- Personalized & timely email follow-ups
- Advisor Action Plans
- All CRM integrations (Notes, Action Items, Workflows)
- Assistant seat for $10
Mili Spark
$110
for a monthly subscription
For ambitious advisors and small teams
Everything in Ignite, plus:
- Unlimited meetings
- Advanced meeting preparation
- Detailed meeting notes
- Advisor Action Plans with firm branding
- Complimentary assistant seats
Mili Accelerate
$150
for a monthly subscription
For fast-growing teams with complex needs
Everything in Spark, plus:
- Client Insights Engine
- Custom data retention policy
- Complimentary assistant seats
- Client profiles
- Firm-level roles and access control
- Dedicated Customer Success Manager
- White-glove onboarding
- Customizable client-consent mechanism
Mili Infinity
Talk to Sales
For leading enterprises with custom workflows
Everything in Accelerate, plus:
- Multiple groups and departments
- Administrator-level policy controls
- Custom workflows and integrations
- Dedicated support team
- Custom analytics dashboard
- Multi-entity management
- Private cloud deployment
Detailed Features
Features
Mili Ignite
Mili Spark
Mili Accelerate
Mili Infinity
Core Meeting & Workflow Features
Number of meetings per month
30 meetings per month
Unlimited meetings
Real-time note-taking (no recordings)
Meeting template
Vast Library
Vast Library
Customizable
Customizable
Support across all devices
Support across all meeting types
Personalized & timely email follow-ups
Meeting Preparation
With firm branding
All CRM integrations (Notes, Action Items, Workflows)
Custom workflows and integrations
Client Intelligence and Analytics
Business reviews
Quarterly
Customizable
Client Insights Engine
Meeting analytics
Client engagement metrics & insights
Client wants and concerns
Referrals tracking
Personalized gift recommendations
Customer funnel reports
Client profiles
Custom analytics dashboard
Security, Compliance and Data Management
Client-consent
Verbal logs
Verbal logs
Customizable mechanism
Customizable mechanism
Audio playback
Customizable & automated email alert
Virtual background on meeting platforms
Custom data retention policy
Firm-level roles and access control
Multi-entity management
Private cloud deployment
Multiple groups and departments
Adminstator-level policy controls
Customer Success and Support
Dedicated Customer Success Manager
White-glove onboarding and training
Looking to transform more than just your meetings?
If your firm is ready to explore Mili's full suite of AI agents across your entire workflow, let's talk. We believe great technology should grow with you – that's why we create custom solutions that fit your firm's unique needs and budget.
Reach out to explore how our AI agents can work together to multiply your team's impact across the wealth management stack.
Frequently Asked Questions
01
What's involved in setting up Mili?
Getting started takes about 30 minutes. We'll connect your calendar, CRM, and planning tools, then set up your meeting templates. Our team handles the technical parts so you can focus on your clients. Most advisors are up and running the same day.
02
How does Mili handle client consent?
We know every firm handles consent differently. You might prefer verbal consent with audio playback, automated email alerts, or even virtual backgrounds that display consent language during video calls. Whatever works for your practice, we track it all by client and date.
03
How does Mili ensure compliance?
Here's the key: Mili uses real-time streaming, which means audio becomes text instantly and is immediately discarded. No recordings ever exist to worry about. Every note is timestamped with participants, and investment recommendations are automatically flagged. When audit time comes, export everything with one click.
04
How does Mili protect client data?
Mili automatically redacts SSNs, account numbers, and any sensitive information before notes are even created. Everything is encrypted end-to-end. Mili is SOC 2 Type 2 and ISO 27001 certified, and we never train our AI on your client data. You own all your information and can delete it anytime.
05
What access levels does Mili offer?
Mili has three access levels that match how firms actually work. Admins get everything, including analytics dashboards and user management (for plans where applicable). Advisors can create, edit, and send notes and follow-ups. Assistants can view notes and manage tasks to support the team. Every action is logged for security.
06
What makes Mili different from other note-takers?
We built Mili exclusively for wealth advisors. We understand the difference between a beneficiary review and a risk tolerance discussion. Generic tools just transcribe words. We create structured notes that speak your language and plug right into your existing wealth management tools.
07
Which systems does Mili work with?
We integrate with all the major platforms you already use across calendars, CRMs, financial planning software, and custodian platforms. See all the live integrations here. If you're using something specific, just ask. We're always adding new integrations.
08
Can I use Mili on mobile devices?
Yes, we have mobile apps (Android and iOS) for capturing meetings and for reviewing notes on the go. Most advisors use a desktop for their main work, but it's nice to have everything accessible from your phone when you need it.
09
What languages does Mili support?
Mili works in English, Spanish, French, German, Italian, Portuguese, Russian, and more languages. We're adding more languages based on what advisors need. Just let us know if you need a specific language - we might already be working on it.
10
Does Mili work for phone calls?
Yes, and you have two options. For live calls, add our dial-in number to your conference line, and Mili captures notes in real-time. If you need to record a call for compliance reasons, you can upload the recording afterward, and Mili will generate notes from it.
11
Can I use Mili for in-person meetings?
Yes. Just run the app on your laptop or phone during in-person meetings. It quietly captures everything while you maintain eye contact and build rapport.
12
What's the difference between basic and advanced meeting prep?
Basic meeting preparation refers to previous meeting notes and discussion topics. Advanced meeting preparation goes deeper - it connects your CRM data, email history, and client activity to paint the complete picture. Takes a few extra minutes, but helps you walk into meetings fully prepared.
