---
title: "Security - Mili"
description: "Mili's architecture eliminates compliance risks before they exist - so you can use AI with complete confidence."
url: https://getmili.ai/security
---

# Your clients trust you. You can trust Mili.
Mili's architecture eliminates compliance risks before they exist - so you can use AI with complete confidence.
- [Explore Trust Vault](https://trust.getmili.ai/)
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The Mili Difference

## We **build trust** into every interaction
Most AI solutions add complexity to compliance. We create clarity and confidence.

### Streaming Architecture
Audio flows through our system like water through a pipe - processed in real-time with complete transparency. This streamlined approach gives you and your compliance team total confidence. Every conversation stays between you and your client.

### PII Protection First
Our dual-filter system automatically handles sensitive data with care, processing only what's needed for great notes. This thoughtful approach means you can speak freely with clients, knowing their privacy is preserved. Your compliance team gains peace of mind.

### True Data Privacy
Your client conversations power your unique workflow while staying completely yours. Full control, complete isolation between firms, seamless export anytime. This ownership model ensures your client relationships remain your greatest asset.

## Technical Safeguards and Compliance Controls

### Multi-Factor Authentication Required
All users must authenticate with MFA. No exceptions. Access to production systems requires additional authentication layers.

### 7-Year Audit Log Retention
All system access and user activity logged and retained for seven years. Logs are immutable and available for compliance review.

### Annual Third-Party Penetration Testing
External security firm conducts penetration tests annually. Findings remediated based on severity. Reports available in Trust Vault.

### 15-Minute Recovery Time Objective
Business continuity plan tested quarterly. RTO of 15 minutes for system recovery. Multi-region AWS deployment ensures availability.

### US-Based Data Storage
All client data stored exclusively on SOC 2 compliant AWS infrastructure in North Virginia. Encrypted at rest with AES-256.

### Controlled Global Access
All employees access systems through encrypted VPN with MFA, regardless of location. Every access logged and monitored. Background-verified personnel only.

### Critical Vulnerability Response
24-hour remediation SLA for critical vulnerabilities (CVSS 9.0-10.0). Automated scanning identifies issues. Patch deployment tracked and verified.

### Continuous Compliance Monitoring
Annual SOC 2 audits. ISO 27001 certification maintained. All third-party processors verified annually. Updated reports in Trust Vault.

## Trusted by hundreds of advice firms including multi-billion dollar **RIAs and leading broker-dealers**
![Prime Capital Financial ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6a0b055f5cbb16707baba0eb_Group-2147239087.webp)
![MACO Wealth Management](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6a0b05405bf915702cf4e655_Group-2147239086.webp)
![Neo Wealth & Asset Management ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac5c2c1d41c930fa6454f_Frame-1171279014.webp)
![Human Capital ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac595a4f30776b95ceffa_Frame-1171279013.webp)
![Longevity Capital Management ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac57676974e7441c55596_Frame-1171279012.webp)
![Elevate Private Wealth Group ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac5344a98cdb68488c5e4_Frame-1171279011.webp)
![International Assets Advisory ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac4b3ea1094daabd3963f_Frame-1171279010.webp)
![Winn Partners Financial Group ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac45f356ac763e52206d5_Frame-38.webp)
![Presidio Capital](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690bbf60c56ef788beed51b5_Presidio-Capital-Logo-for-website.webp)
![Forward Thinking WM](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2e00ed0f612a2d8900f6_FTWM-V1-Final-logo.webp)
![FSFM](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2cfccb61ee7e28ab2024_FSFM-Final-website-logo.webp)
![Roberston Stephens](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2ac2de93d1f5023d9890_RS-Logo-Final-version-website.webp)
![Echelon Financial](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68b6fc7785647fd4040bc4cb_Echelon-Final.webp)
![ECIGX](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a31439a98d5e6f4df1df55_CIGX-Logo-Final.webp)
![Marshall financial](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a3141feae8c829ad9d2be2_Marshall-Financial-Logo-Final.webp)
![Clarity Capital Management](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a31403eae8c829ad9d20dc_Clarity-Capital-Logo-Final.webp)
![Palatine WM ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/687f5dba999e8d068b9db700_Palatine-WM-Logo.webp)
![Procore Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/687fb63d70626091ad732136_Procore-Final-v2.webp)
![Pebble Valley](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/686282d41753b776b50a4583_Pebble-Valley-Logo.webp)
![Alikos Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68531fb6058e76bea116b90f_Alikos-Wealth-Mgmt.webp)
![Global View Investors](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/684ae99059ff2bae5bbb2601_Global-View.webp)
![Plunk Smith](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/684ae99ac99c4a830fb25640_Plunk-Smith.webp)
![Quent Capital](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8062c3970e2c55cd524_Quent-Capital.avif)
![Avion Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c826d6f7d0eaa8d4ab8f_Avion-Wealth.avif)
![Partners](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c7d397fe2a01c134dae6_Partners-group.avif)
![SFMG](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c83fd11c5b33585106c2_SFMG.avif)
![JM Brown](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8800504c168d72f5a2c_JM-Brown.avif)
![Austin](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8894a63c9f8ce90c087_Austin.avif)

## RIAs and Broker Dealers love **Mili** for its accuracy, security and discreet support

### “We put its accuracy to the ultimate test”
“I have identical triplet clients who take every meeting together. Same voice, one Zoom call. That was our final test, and it attributed everything correctly. It transcribed that better than I could.
It even caught a one-sentence comment I’d missed in the moment. It wasn’t even in my own head, but it was in the notes.”
Andrew Marshall
Senior Financial Advisor & Director of Advisor Technology
![Marshall Financial Group logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726855_6ac93784f328c4e9a19633f0_marshall-logo-fit.png)

### “It cleared our compliance team where other tools couldn’t”
“We’d used ChatGPT, Grok, and Zoom AI. Mili compared very favorably, and the deciding difference was how carefully it handles client data.
Not capturing anything personally identifying was exactly what our compliance team needed to see.”
Charles Dabrowski
Managing Partner
![Palatine Hill Wealth Management logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa472685b_6ac937859654db21ebc13488_palatine-logo-fit.png)

### “We set the parameters for compliance and data retention”
“Compliance, data retention, and PII are all critical to protecting our client data. Mili lets us set the parameters for retention and archiving ourselves.
It was very thoughtful the way Mili designed the system. It protects clients and still lets our wealth managers do their jobs effectively.”
Jonathan Freeman
Chief Operating Officer

### “Our IT team was on board. You made it easy.”
“The biggest pain point in finding tools is making sure they're compliant, they're safe, and your client's information is protected. There's a lot of vetting that goes into that, and your team had the answers for us.
Because nothing is recorded, we don't need a client sign-off. A lot of clients are actually intrigued by it.”
Neil Bales
President & CEO

### “High-net-worth clients appreciate the privacy”
“We work exclusively with high-net-worth individuals with very complex wealth management situations. Having something that captures everything without being that 'faceless recording assistant' sitting in meetings makes clients more comfortable.
Mili is phenomenal - intuitive, organized, and our team on the back end loves how they can understand everything discussed.”
Jamie Banks
Partner
![Smallwood and Associates logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac95848d70201eaf5bc11f3_6ac9582f8f714f759fc15bbd_smallwood-logo-large.png)

### “Comprehensive notes without another recording to manage.”
“Once you've started using Mili, there's no going back. Mili captures the important details without creating another recording to manage.
The quality and consistency of documentation across all advisors - that's what we needed for our practice.”
Raoul Celerier
Co-Managing Partner

### “Our compliance team finally said yes!”
“I wasn't using any note-taking software before Mili because of compliance hurdles within the industry.
I'm really grateful that our compliance team has given Mili their stamp of approval. It allows me to meaningfully engage with my clients while capturing important information.”
Devin DeLapp
Financial Advisor & Stakeholder
![SFMG Wealth Advisors logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726867_6ac93785f328c4e9a196341b_sfmg-logo-fit.png)

### “Automatic redaction was a game-changer for us”
“Mili automatically redacts sensitive information, which was something we didn't get before. We can immediately upload directly into our CRM, and the action items go in automatically.
We're growing rapidly as a firm, and this level of automation without sacrificing client experience is exactly what we needed.”
Alana Wells
Chief Operations Officer

### “No recordings means easier compliance and peace of mind.”
“We're not keeping recordings or storing transcriptions, which makes compliance much simpler and puts clients' minds at ease.
When we talk to them about how we're using Mili and what it's doing for us, they're completely comfortable with that. It puts both our compliance team and our clients' minds at ease.”
John Woolley
Managing Director and Chief Investment Officer
![The Partners Group logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6accc223882cda5384d26c35_6accc2101674e15d89381a9d_partners-group-logo-fit.png)

## Ready to experience secure AI?
Discover how the right approach to security can unlock new possibilities for your practice. Join thousands of advisors building thriving firms with complete confidence. Connect with our team: [support@getmili.ai](mailto:support@getmili.ai)
Start for free
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