Aurelius: Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aurelius when organizing and tagging interview transcripts and notes matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Aurelius is a research repository and insights platform designed for UX researchers, designers, and product teams to manage qualitative research data end to end. It sits between a note-taking tool and a full research repository: teams bring in raw data such as interview notes and transcripts, organize and tag it, and the tool surfaces patterns and helps create reusable insights over time. Core capabilities include centralized storage for research data, note organization, data tagging, theme and pattern identification, and report generation, so findings can be referenced long after a study concludes. Aurelius is built with larger research organizations in mind, supporting consistent taxonomy across projects and keeping insights discoverable as repositories grow, while also enabling multi-team collaboration and research history and archival features. Researchers describe it as a low-effort way to tag and create insights they can reference in later product discussions. The platform positions itself as an alternative to fragmented approaches that rely on spreadsheets, Confluence, or Airtable for storing research. By centralizing qualitative data and making it searchable and well-organized, Aurelius aims to ensure that interview insights remain accessible and actionable across an organization. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Aurelius is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Aurelius | Mili |
|---|---|---|
| Core capability | Centralized repository for interview notes and transcripts | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Data tagging and note organization | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Theme and pattern identification across research | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Insight creation and report generation | Custom note and action-item formats for advisory workflows |
| Languages & capture | Consistent taxonomy across projects for large repositories | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Multi-team collaboration with research history and archival | Additional agents for scheduling, onboarding, prospecting, and compliance |
Aurelius
Choose Aurelius if you need organizing and tagging interview transcripts and notes — strengths include keeps interview insights discoverable and reusable over time.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
Aurelius
Mili
It depends on your workflow. Aurelius is strong for organizing and tagging interview transcripts and notes, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Aurelius is a free tier with paid upgrades and Mili is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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