Mili has announced the launch of Mili Office, an agentic AI platform designed specifically for wealth advisors. Building on the success of its meeting agent—which provides preparation, notes, insights, and bi-directional CRM integrations without recordings or call bots—Mili Office extends AI capabilities across entire advisor workflows. The platform unifies disparate systems into a single conversational interface, enabling advisors to automate routine tasks, query client data instantly, and run scheduled workflows with full compliance and traceability.
Quick Intel
Wealth advisors typically switch between five or more systems daily, creating friction and limiting capacity. Mili Office addresses this by bringing all tools into one conversational layer powered by agentic AI. Advisors can query across systems without manual navigation, receive proactive insights, and automate repetitive processes that previously consumed significant time.
Chirag Gandhi, Co-Founder & CEO, Mili, said, "The firms already using Mili have seen what AI can do for their meetings. Now they want it everywhere. The ones that commit to this will outperform the ones that wait. That gap only widens from here."
The platform's compliance-first design ensures transparency and auditability. All outputs link directly to source data, supporting regulatory requirements while maintaining high accuracy and security standards.
Early adopting firms are already realizing operational impact. Avion Wealth, SFMG Wealth Advisors, and Presidio Capital Management have implemented Mili Office, with teams automating complex document processes and expanding client capacity.
"We used to contemplate where an advisor's capacity topped out. In our experience, Mili gave an advisor the ability to serve 25% more clients," said Mike Bard, Director of Financial Planning, The Sum.
Mili Office is now available to all firms on the Mili Accelerate tier. Hundreds of advice firms already rely on Mili for meeting documentation and client workflow management, and Mili Office extends that foundation to encompass every aspect of firm operations.
About Mili
Mili develops agentic AI solutions tailored for wealth advisors, starting with its no-recording meeting agent and now expanding through Mili Office to unify and automate complete advisor workflows with deep integrations, high accuracy, and enterprise-grade compliance.
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