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AI tools

Mili

AI agents for advisory firms that take meeting notes, update the CRM and send follow-ups.

Made by Mili Visit Mili's website
Starting priceNo price found
No price on their site · looked Oct 13
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed16 connectionsAdvyzon, Dynamics 365, Salentica Elements and 13 more. Source and date for each below.
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What their website looks like

Screenshot of Mili's homepage
Mili's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on Mili's site

We looked on Oct 13. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Sold to firms through a demo; 'Start for free' is offered but no plan or price is printed.

Source: No price on getmili.ai: there is no /pricing page, and the homepage offers only Book a demo and Start for free. Not found, Oct 13.

What one person pays for other AI tools

AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person. Mili isn't on it: it doesn't publish a price.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

AdvyzonDynamics 365Salentica ElementsHubSpotPractifiRedtailSalentica EngageSalesforceand 8 more below
Mili16 connections listed

Data goes out to

AdvyzonDynamics 365Salentica ElementsHubSpotPractifiRedtailSalentica EngageSalesforceand 5 more below
Single sign-on
Advyzon
Advyzon
Checked on the vendor's site
  • Data in: past context for meeting agendas
  • Data out: notes, tasks and other records the adviser chooses to push
  • Direction not stated: households and contacts, synced daily
  • Single sign-on
Source: Mili integrations: Advyzon. Checked Oct 13.
Dynamics 365
Checked on the vendor's site
  • Data out: notes, tasks and other records the adviser chooses to push
  • Data in: data pulled when the adviser triggers a meeting prep, note sync or query
Source: Mili integrations: Dynamics 365. Checked Oct 13.
Salentica Elements
Checked on the vendor's site
  • Data out: notes, tasks and other records the adviser chooses to push
  • Data in: data pulled when the adviser triggers a meeting prep, note sync or query
Source: Mili integrations: Salentica Elements. Checked Oct 13.
HubSpot
Checked on the vendor's site
  • Data out: notes, tasks and other records the adviser chooses to push
  • Data in: data pulled when the adviser triggers a meeting prep, note sync or query
Source: Mili integrations: HubSpot. Checked Oct 13.
Practifi
Checked on the vendor's site
  • Data out: notes, tasks and other records the adviser chooses to push
  • Data in: data pulled when the adviser triggers a meeting prep, note sync or query
Source: Mili integrations: Practifi. Checked Oct 13.
Redtail
Checked on the vendor's site
  • Data out: notes, tasks and other records the adviser chooses to push
  • Data in: data pulled when the adviser triggers a meeting prep, note sync or query
Source: Mili integrations: Redtail. Checked Oct 13.
Salentica Engage
Checked on the vendor's site
  • Data out: notes, tasks and other records the adviser chooses to push
  • Data in: data pulled when the adviser triggers a meeting prep, note sync or query
Source: Mili integrations: Salentica Engage. Checked Oct 13.
Salesforce
Checked on the vendor's site
  • Data out: notes, tasks and other records the adviser chooses to push
  • Data in: data pulled when the adviser triggers a meeting prep, note sync or query
Source: Mili integrations: Salesforce. Checked Oct 13.
Salesforce Financial Services Cloud
Checked on the vendor's site
  • Data out: notes, tasks and other records the adviser chooses to push
  • Data in: data pulled when the adviser triggers a meeting prep, note sync or query
Source: Mili integrations: Salesforce Financial Services Cloud. Checked Oct 13.
Wealthbox
Checked on the vendor's site
  • Data out: notes, tasks and other records the adviser chooses to push
  • Data in: data pulled when the adviser triggers a meeting prep, note sync or query
Source: Mili integrations: Wealthbox. Checked Oct 13.
XLR8
Checked on the vendor's site
  • Data out: notes, tasks and other records the adviser chooses to push
  • Data in: data pulled when the adviser triggers a meeting prep, note sync or query
Source: Mili integrations: XLR8. Checked Oct 13.
Zinnia SmartOffice
Checked on the vendor's site
  • Data out: notes, tasks and other records the adviser chooses to push
  • Data in: past context for meeting agendas
Source: Mili integrations: Zinnia SmartOffice. Checked Oct 13.
eMoney
Checked on the vendor's site
  • Data out: facts from meeting notes, such as incomes, amounts and owners
  • Data in: client context, on demand
Source: Mili integrations: eMoney. Checked Oct 13.
Holistiplan
Checked on the vendor's site
  • Data in: tax details, read-only
Source: Mili integrations: Holistiplan. Checked Oct 13.
TradePMR
Checked on the vendor's site
  • Data in: account data, fetched on demand
Source: Mili integrations: TradePMR. Checked Oct 13.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Mili lists.

Black Diamond
Checked on the vendor's site
  • Data in: client snapshot, fetched on demand
Source: Mili integrations: Black Diamond. Checked Oct 13.

Leaving later

We haven't read Mili's site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Mili yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Mili with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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