Mili

Mili is an AI platform for wealth management firms that generates advisor meeting records. In 2026 it partnered with Global Relay to keep AI-generated advisor records compliant with recordkeeping obligations.

Mili and Global Relay Add Compliance Capture for AI Advisor Records

July 31, 2026

Mili and Global Relay have partnered to capture and archive advisor meeting records generated by AI for wealth management firms that use both platforms.
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