Get started with Wealthbox + Mili

Mili is a secure AI notetaker purpose-built for wealth advisors. Mili delivers real-time, recording-free meeting notes across all meeting types — in-person, virtual, and phone — without ever joining as a participant. With the Mili integration, advisors can sync meeting notes, action items, and workflows from Mili directly into Wealthbox, enhancing client record-keeping and boosting productivity.

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  Advisors can sync meeting notes from Mili directly to a contact’s record in Wealthbox with a single click.

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  Advisors can easily assign action items from Mili meeting notes to contacts in Wealthbox, complete with due dates, assignees, and visibility settings.