Mili offers a seamless, configurable integration with Wealthbox to help your advisory team maintain centralized, compliant, and actionable client records. This guide outlines how to connect your accounts and use Mili to push meeting notes, tasks, and workflows directly into Wealthbox.

Connecting Mili to Your Wealthbox Account

To initiate the integration:

1. Navigate to the Integrations tab located at the bottom-left of your Mili dashboard.
2. In the integrations list, find Wealthbox and click Connect.
3. You will be redirected to the Wealthbox login page. Enter your Wealthbox credentials.
4. Upon successful authentication, your Wealthbox account will be securely synced with your Mili workspace.

Syncing Meeting Notes from Mili to Wealthbox

Once a meeting has concluded and the notes have been finalized in Mili, you can sync them directly to Wealthbox:

1. Click on Update → Wealthbox → Add Notes.
2. Select the appropriate Contact to associate the note with.
3. Optionally, apply Tags to categorize or organize the note.
4. Click Sync to Wealthbox to complete the update. The note will now appear in the selected contact’s record in Wealthbox.

Syncing Action Items and Workflows from Mili to Wealthbox

You can also push action items and workflows captured during your meeting into Wealthbox:

1. Click on Update → Wealthbox → Add Action Items.
2. Select the relevant Contact.
3. Review and modify each action item in a structured table view. Editable fields include:
   • Task Name
   • Description
   • Due Date
   • Priority
   • Assignee
4. You may delete tasks, convert tasks to workflows (and vice versa), or link to existing workflows.
5. You may edit the workflow template selected.
6. Once finalized, click Sync to Wealthbox to push all tasks and initiates the workflows in Wealthbox.

Custom Configuration Support

Mili integration with Wealthbox is fully customizable to align with your organization’s processes in maintaining client records, tasks and workflows.

• Pre-defined task templates based on note content.
• Automatic assignment of tasks to the designated Client Service Representative or Financial Planner.
• Auto-populated checklists in task descriptions to guide task completion.

Additionally, Mili’s Customer Success will work with your team to set up this customisation. During a 30-minute customisation call, we gather your integration preferences and deliver a fully customized setup within 7 business days. These customizations are designed to align with your firm’s operational processes, minimizing manual data entry and improving task accountability.