Appleton Partners Selects Mili for Advisor Workflows

May 05, 2026
Appleton Partners has chosen Mili as its AI platform to automate private client workflows, integrating with Salesforce to streamline meeting preparation, documentation, and follow-ups.

Boston-based investment advisory firm Appleton Partners has selected Mili as its AI platform for private client workflows, announced in a press release. The firm, which manages $12.5 billion in client assets, evaluated several AI tools before choosing Mili for its integration with Salesforce and its ability to automate key advisor tasks.

Appleton's wealth management team now uses Mili to prepare for client reviews, capture real time notes, update Salesforce with client data, and draft follow-up correspondence. According to the company, the platform has reduced the time advisors spend on administrative tasks.

Mili is designed to support wealth management firms by automating workflows such as meeting documentation and CRM updates. The platform is currently used by firms managing over $250 billion in client assets.

We hope you enjoyed this article.

Consider subscribing to one of our newsletters like Enterprise AI Brief, Finance AI Weekly or Daily AI Brief.

Also, consider following us on social media:

Enterprise AI AI in Finance AI Brief AI Brief (X)

More from: Enterprise

05/05
BC Platforms and AWS Sign Collaboration to Advance Healthcare Data Analytics
05/05
Nscale to Supply 66,000 NVIDIA Rubin GPUs for Microsoft in Portugal
05/05
IBM CEO Arvind Krishna to Open Think 2026 with Focus on AI and Quantum Computing
05/05
IBM Expands Enterprise AI Portfolio with New Orchestration and Sovereign Platforms
05/05
Octave Acquires VXG to Expand Cloud Video Management Portfolio

More from: Finance

05/05
Corgi Introduces AI Insurance Coverage for Business Risks
05/04
Sedgwick Introduces Omni Digital Ecosystem for Claims and Risk Management
05/04
AI Interfaces Launches KongXLM and OMNiEYE for Unified AI Orchestration and Financial Prediction
05/04
Envestnet Report Finds Financial Planning Retainer Fees Up 52 Percent Since 2023
05/04
Ebix Risk Launches AI Certificate Compliance Platform

Subscribe to Enterprise AI Brief

Weekly report on AI business applications, enterprise software releases, automation tools, and industry implementations.

AI Token Webinar

Market report

Superagency in the Workplace: Empowering People to Unlock AI’s Full Potential

This report explores the transformative potential of artificial intelligence in the workplace, emphasizing the readiness of employees versus the slower adaptation of leadership. It highlights the significant productivity growth potential AI offers, akin to historical technological shifts, and discusses the barriers to achieving AI maturity within organizations. The report also examines the role of leadership in steering companies towards effective AI integration and the need for strategic investments to harness AI's full capabilities.

Read more

You May Also Like