Mili vs Pulse360 (2026)
The decision between Mili and Pulse360 turns on whether your firm wants agents that carry meeting output into its systems, or a documentation tool built around what an adviser sends a client. Mili captures meetings without a bot and without a recording by default, then updates CRMs, fills eMoney and onboarding forms and can open accounts through TradePMR, each held for approval. Pulse360 records and transcribes with CaptureGenius, files notes by topic and tag, and builds agendas, recaps and annual summaries from templates and a content library. Pulse360 charges a flat monthly price, $99 for the notetaker plan and $199 for Pro with up to ten users, and offers a SOC 2 Type II report for download. Mili publishes no price and shares its SOC 2 report under NDA, alongside ISO/IEC 27001:2022. Their training terms differ. Mili bars training on customer data in contract, while Pulse360's terms let AI Writer prompts train its own per user and pooled models unless a customer opts out.
- Your vendor review requires a contractual no training term. Mili's terms exclude customer data from training any model, and every subprocessor is bound in writing not to train on it, with zero retention at OpenAI, Anthropic, Google, AssemblyAI and Deepgram.
- Your systems are Redtail, Wealthbox, eMoney and a custodian. Mili writes notes and tasks to advice firm CRMs, fills any eMoney form from a meeting, and can open accounts and create trades through TradePMR.
- You want no recording to exist by default. Mili builds notes from the live conversation without a bot in the call and keeps audio capture off unless the firm enables it, and enabled audio can be deleted as soon as it is transcribed.
- You run a large RIA. The T3/Inside Information 2026 survey found Mili's use at firms managing more than $1 billion running at more than twice the notetaker average.
- You want one flat price for a small team. Pulse360 Pro costs $199 a month for up to ten users with unlimited AI summaries and recording, and the notetaker plan costs $99 for one adviser and one virtual staff member.
- You want polished client deliverables. Templates, merge fields and a content library build agendas and recaps, bulk tools prepare more than 100 at once, and an annual summary gathers a year of meetings in under 20 seconds.
- You want a SOC 2 report without an NDA. Pulse360 lets anyone who agrees to keep it confidential download its SOC 2 Type II report from the security page.
- You still take notes by hand. Handwriting on an iPad files with the meeting, a built in whiteboard saves annotated charts for compliance, and Legal Storage keeps recordings for SEC, FINRA and state retention periods.
This comparison is published by AI FinTech Index, an independent research platform that publishes independent ratings of AI vendors for financial services. Mili and Pulse360 are each graded against the same capability taxonomy, from each vendor's own public materials and the regulatory record, under the AI FinTech Index verification standard. No vendor pays for placement, and no vendor has reviewed this page. How this evidence is graded
Plain facts
| Mili | Pulse360 | |
|---|---|---|
| Primary category | Wealth & Advisory AI | Wealth & Advisory AI |
| Founded | Not published | 2019 |
| Headquarters | Sunnyvale, California, United States | Riverside, California, United States |
| Website | getmili.ai | www.pulse360.com |
Side by Side
Select any grade to read the note behind it.
| Axis | M Mili |
P Pulse360 |
|---|---|---|
| AI Centrality | ||
| Autonomy and Oversight Model | ||
| Model Risk Management and Transparency | ||
| Operational and Outcome Evidence | ||
| AI Safety and Data Stewardship | ||
| GLBA and Data Privacy Posture | ||
| Security Certifications and Trust Center | ||
| Regulatory Status and Licensure | ||
| AI Governance and Bias Disclosure | ||
| AI Liability and Recourse | ||
| Model Supply Chain Disclosure | ||
| Core Systems and Integration Depth | ||
| Deployment Model and Data Residency | ||
| Commercial Transparency | ||
| Institution and Segment Coverage |
The short version of each
Mili
Mili sells AI agents to wealth advisers at RIAs and broker dealers in the United States. Its meeting agent captures Zoom, Teams, phone and in person conversations without a bot in the call, writes notes against the firm's templates and redacts sensitive details, with audio recording off by default. A wider agent suite updates CRMs, fills eMoney and onboarding forms, prepares ACAT transfer paperwork and can open accounts and create trades through TradePMR. Nothing syncs or sends until an authorized user approves it. According to the AI FinTech Index, Mili names OpenAI, Anthropic, Google, AssemblyAI and Deepgram as its model and speech providers and holds SOC 2 Type II and ISO/IEC 27001:2022. It publishes no price and offers a 14 day trial.
Source: AI FinTech Index, 2026
Pulse360
Pulse360 is meeting documentation software for independent advisers, built around what an adviser sends a client after a meeting. CaptureGenius records and transcribes meetings, NoteGenius AI files notes by topic and turns them into CRM tasks, and AI Writer tightens client language. Templates, a content library and an annual summary produce agendas, recaps and year in review documents. Pulse360 charges a flat price per practice, $99 a month for the notetaker plan and $199 for Pro with the notetaker for up to ten users. A SOC 2 Type II report downloads from its security page, and its terms let AI Writer prompts train its own models unless a customer opts out.
Source: AI FinTech Index, 2026
Common questions
Is Mili better than Pulse360?
They solve different problems. Mili fits a firm that wants agents to update CRMs and forms from a meeting, no recording by default and a contract that bars training. Pulse360 fits a small practice that wants a flat price, templated client deliverables and a downloadable SOC 2 report, and accepts that AI Writer prompts can train its models unless it opts out. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Does either keep a recording?
Pulse360 records meetings through CaptureGenius, and its optional Legal Storage keeps recordings for SEC, FINRA and state books and records periods before deleting them. Mili keeps no recording by default, and a firm that turns audio on can have it deleted as soon as it is transcribed. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
What do Mili and Pulse360 cost?
Pulse360 charges per practice rather than per seat. The notetaker plan costs $99 a month with 20 recording hours, Pro costs $199 with the notetaker or $135 without for up to ten users, and Starter costs $49. Mili publishes no price and offers a 14 day free trial. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Does either train AI on firm data?
Mili does not, and its terms say so for its own models and every subprocessor. Pulse360 does not train on recordings, and its transcription providers keep data no longer than 24 hours. Its terms do let AI Writer prompts train a per user Advisor AI model and a pooled Advice AI model, and opting out by email ends access to those features. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Related comparisons
Other published head to head assessments involving these vendors or their closest peers.
Pulse360's features and prices come from its product and pricing pages, its security page, updated 19 February 2025, and its terms of service, updated 1 May 2023. Mili's come from its terms, privacy policy and subprocessor page, updated 6 and 8 October 2026. Pulse360's notetaker share of 0.65 percent with a 7.58 rating, and Mili's 1.20 percent with an 8.69 rating, come from the T3/Inside Information 2026 Software Survey. Neither publishes an accuracy figure for its notes.