Mili and Egnyte Partner to Streamline Financial Advice
News related to:Mili and Egnyte · 2 min read
SUNNYVALE, Calif., Oct. 21, 2026 /CourierPR/ -- Two leading technology firms, Mili and Egnyte, have announced a strategic partnership aimed at revolutionizing the way financial advisors deliver personalized advice to their clients. The collaboration brings together Mili's advanced AI platform, which specializes in automating advisor workflows, and Egnyte's secure content collaboration, intelligence, and governance platform. This integration is expected to significantly enhance the efficiency and quality of financial advice provided by advisors, particularly in the wealth management sector.
The partnership's core focus is on leveraging Mili's specialized agents to automate various aspects of the financial planning process. Advisors can now work alongside client documents stored in Egnyte, a secure and scalable content management system. This integration allows advisors to access and analyze client data from CRM, portfolio, and planning systems, all within the confines of their Egnyte permissions.
According to a study by Kitces Research, reviewing client documents is the most common use of AI by financial advisors. The report suggests that creating a new financial plan can take anywhere from 15 to 40 hours of team time. This time-consuming process is expected to be significantly reduced through the use of Mili's agents, which are designed to automate and streamline the analysis of client data.
Onyx Bridge Wealth Group, a financial services firm with over $1.6 billion in assets under management (AUM), has already seen substantial benefits from this partnership.
Chirag Gandhi, Co-Founder and CEO of Mili, emphasized the transformative potential of this partnership.
Kyle Blair, Director of Global Financial Services at Egnyte, highlighted the benefits of the integration.
The integration is already live for mutual customers, and the companies aim to further expand its reach to include more financial services firms. The partnership's ultimate goal is to integrate a firm's full client knowledge into its advice, thereby enhancing the quality and reach of personalized financial advice.
Egnyte, a leader in secure content collaboration, intelligence, and governance, has served over 23,000 customers, increasing their employee productivity and securing mission-critical content. The company is SOC 2 certified and ISO 27001 compliant, ensuring the highest levels of security and compliance. Mili, on the other hand, is a platform that specializes in automating advisor workflows, including meetings, prospecting, onboarding, planning, data management, document intelligence, and compliance. The company is SOC 2 certified, ISO 27001 compliant, and has worked with RIAs and broker-dealers managing over $250 billion in client assets.
The partnership between Mili and Egnyte marks a significant step forward in the integration of AI and secure content management within the financial services industry. As advisors continue to rely more heavily on AI to streamline their workflows, this collaboration promises to offer a more comprehensive and personalized approach to financial advice, ultimately benefiting both advisors and their clients.