# Mili: AI Meeting Assistant — Secure Notetaking for Advisors > AI-powered meeting assistant for wealth advisors, automating notes and follow-ups. (iPhone/iPad app by Mili Software Inc..) - Source: https://appshunter.io/ios/app/mili-ai-meeting-assistant/id6740261542 (this page in markdown: same URL + `.md`) - Developer: [Mili Software Inc.](https://appshunter.io/developer/1789282759) - Category: Finance - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 4+ - Requires: iOS 16.1 · 56 MB - Languages: English - Released: 2025-01-10 - Data updated: 2026-06-22 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/mili-ai-meeting-assistant/id6740261542/reviews.md ## What is Mili? Mili is the ultimate meeting and follow-up assistant designed specifically for wealth advisors. Say goodbye to juggling multiple screens and spending hours on follow-ups. With Mili, you can reclaim your time and focus on what truly matters - your clients. With Mili, taking notes has never been easier. Just turn Mili on at the time of the meeting, and Mili will take care of the rest. All notes are made in real time. Whether you are in a virtual meeting or an in-person discussion, Mili captures every detail, organizing notes in a format that suits your needs. As soon as the meeting ends, a summary is generated along with a follow-up email that can be sent to your client. Mili seamlessly integrates with leading virtual meeting platforms like Google Meet, Zoom, and Microsoft Teams, and ensures that your notes are always accurate and comprehensive. Security and Privacy: Mili understands the importance of data security and privacy. Our app is fully compliant with all relevant regulations, ensuring your data is protected at all times. We focus on real-time streaming of notes, with no recordings of client conversations stored. Your personally identifiable information (PII) remains confidential and is never processed through LLM models. Key Features: • Real-time, Organized Notes: Capture and organize meeting notes in real-time, tailored to your preferences. Whether it's a virtual meeting or an in-person discussion, Mili ensures you never miss a detail. • Smart Follow-ups: Easily track tasks and follow-ups with clients, ensuring nothing falls through the cracks. Mili makes follow-ups intelligent and personalized, saving you time and improving client engagement. • Built with Compliance in Mind: Mili is designed to adhere to all relevant compliance regulations, providing a secure and compliant environment for managing client information and notes. • Virtual and In-Person Meeting Support: Whether you’re meeting online or face-to-face, Mili supports all types of meetings, capturing notes accurately and efficiently. Seamlessly integrates with Google Meet, Zoom, Microsoft Teams, and more. Mili is built with compliance in mind, ensuring that your data is protected and confidential. Experience the Mili advantage and transform the way you manage client meetings and follow-ups. Download Mili today and reclaim your time! ## Key features - Real-time, organized meeting notes - Automated meeting summaries - Smart follow-up email generation - Virtual and in-person meeting support - Integration with Google Meet, Zoom, Teams - Compliance-focused design - Secure and private data handling ## Frequently asked questions about Mili ### What is Mili's primary function? Mili is an AI-powered assistant designed to automate meeting notes and follow-ups specifically for wealth advisors. It captures notes in real-time, generates summaries, and creates follow-up emails to save advisors time. ### How does Mili ensure security and privacy for client data? Mili is built with compliance in mind and protects data at all times. It focuses on real-time streaming of notes without storing recordings of conversations. Personally identifiable information (PII) is kept confidential and is not processed through LLM models. ### Does Mili integrate with popular virtual meeting platforms? Yes, Mili seamlessly integrates with leading virtual meeting platforms such as Google Meet, Zoom, and Microsoft Teams, ensuring accurate and comprehensive note-taking for both virtual and in-person discussions. ### What kind of follow-up actions can Mili generate? Mili generates a summary of the meeting and a follow-up email that can be sent to your client. It also helps track tasks and follow-ups, making them intelligent and personalized to improve client engagement. ### Is Mili available on multiple devices? Mili is currently supported on Mac and iPhone devices, allowing advisors to manage their meetings and client communications across their preferred Apple ecosystem. ### How frequently is Mili updated? The latest version of Mili is 2.1.0, and it was last updated on June 4, 2026. This indicates a commitment to ongoing development and improvements for the application. ### What is the user feedback on Mili? Mili has received excellent user feedback, with an average rating of 5.0 stars from 2 ratings. This suggests a high level of user satisfaction with the app's functionality and performance. ### Is Mili free to use? Yes, Mili is available for free. There are no in-app purchases or subscription fees required to use its core features for meeting assistance and follow-ups. ## Version history (last 5 releases) ### 2.5.0 — 2026-06-20 Stability Fixes ### 2.1.0 — 2026-06-04 Complete re-architect of Mili App to enhance stability and reliability ### 1.5.10 — 2026-05-12 Bug fixes ### 1.5.7 — 2026-03-17 We've made key improvements to ensure a smoother experience for you! Features: - Added better meeting recovery interface - Added additional logging ### 1.5.4 — 2026-02-24 We've made key improvements to ensure a smoother experience for you! Features: - Added additional logging ## Related topics [meeting assistant](https://appshunter.io/ios/topics/meeting-assistant) · [eas meeting assistant](https://appshunter.io/ios/topics/eas-meeting-assistant) · [fed meeting alerts](https://appshunter.io/ios/topics/fed-meeting-alerts) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-22.*