Exhibitors
Mili
Profile
Mili is a house of AI agents for advice firms. Our specialized agents handle tasks that advisors' time - from meeting notes to client onboarding. The Meeting Agent captures conversations without recordings, updates CRMs instantly, and sends follow-ups in minutes. Other agents handle scheduling, data management, prospect research, and compliance. Works with your tech stack. SOC 2 certified. Save 30+ hours monthly. Winner: WealthManagement EDGE 2025.