Mili Connects AI Agents to Egnyte Client Documents

Mili and Egnyte announced in a press release a partnership that connects Mili's AI agents with client documents stored in Egnyte. The integration is available to shared customers.

Advisors can work with individual files or entire client folders alongside information from customer relationship management, portfolio and financial planning systems. Access remains subject to each advisor's existing Egnyte permissions.

Mili's agents can model the tax cost of moving accounts into a firm's strategy, compare rebalancing with unrealized gains, summarize bonus agreements and create financial snapshots from statements. Responses include links to source material and identify information that may still be needed for an analysis.

David Ringler, managing director at Onyx Bridge Wealth Group, said in the release that Mili's meeting preparation and planning agents have become significantly better with Egnyte data behind them. Mili says it works with RIAs and broker-dealers managing more than $250 billion in client assets.