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.