Launch·
Mili brings its AI agents for wealth advisors to client documents stored in Egnyte
Mili, an AI platform for wealth management firms, and Egnyte, a secure content platform, launched an integration that lets advisors run Mili's agents on a client file or whole client folder in Egnyte, alongside data from the firm's CRM, portfolio and planning systems, under each advisor's Egnyte permissions. Mili says advisors use the agents to model the tax cost of moving accounts, weigh a rebalance against unrealized gains, summarize agreements and build financial snapshots from statements, with answers linked to sources. The integration is live for mutual customers.
Advisory firms that keep client paperwork in Egnyte can point AI agents at those documents without moving them, which is where most advisor AI use starts.
Key details
- Company
- Mili
- What it does
- AI agents for wealth advisors, now working on client documents in Egnyte
- Source
- Vendor announcement
Source
PR Newswire (Mili) · prnewswire.com · Found in the news · source checked Oct 21, 2026
Related tools
Spot an error? Submit a correction
More for Family office
- $20B RIA Modera Wealth Management launches Mira, an in-house agentic AI platform for its advisors
- FusionIQ signs a ten-year deal for Enterra's explainable AI to power its wealth platform for banks, RIAs and broker-dealers
- Zocks AI meeting assistant is now available to LPL Financial's 32,000+ advisors
- Blevins Franks selects Palindrome agentic AI for cross-border wealth advice
One email a week. Free.