Echometer: Psychology-based platform for agile retrospectives, recurring team health checks, and structured 1:1 meetings with AI-assisted suggestions. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Echometer when running recurring agile retrospectives with consistent, structured templates matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Psychology-based platform for agile retrospectives, recurring team health checks, and structured 1:1 meetings with AI-assisted suggestions.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Echometer is a German-built platform purpose-made for running team retrospectives, recurring team health checks, and structured one-on-one (1:1) meetings. Aimed at engineering managers, scrum masters, and agile coaches, it pairs interactive retrospective boards with research-grounded survey questions so teams get guided, psychology-based reflection rather than a blank whiteboard. The retrospective tool offers a wide range of templates (such as Sailboat, Keep-Stop-Start, and others), supports both synchronous and asynchronous retros, and lets teams group, prioritize, and track measures coming out of each session. Health-check pulses run on a recurring basis to gather anonymous feedback and visualize how a team's agile maturity and satisfaction develop over time. A separate 1:1 meeting module provides templates and structured formats for manager-employee conversations. Echometer includes smart, AI-supported recommendations that surface food for thought and help brainstorm action items during retrospectives and 1:1s. The product is hosted in an ISO 27001-certified data center in Germany, offers a free tier, and is used by both small teams and large enterprises that want a consistent, data-informed approach to continuous team improvement. 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
Echometer 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 | Echometer | Mili |
|---|---|---|
| Core capability | Interactive, psychology-based retrospective boards with grouping and prioritization | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Recurring team health-check pulses with longitudinal trend visualization | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Dedicated 1:1 meeting module with structured templates | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | AI-supported recommendations for retro and 1:1 discussion topics and action items | Custom note and action-item formats for advisory workflows |
| Languages & capture | Synchronous and asynchronous retrospective support | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Tracking of measures and action items across sessions | Additional agents for scheduling, onboarding, prospecting, and compliance |
Echometer
Choose Echometer if you need running recurring agile retrospectives with consistent, structured templates — strengths include covers retrospectives, health checks, and 1:1s in a single purpose-built tool.
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.
Echometer
Mili
It depends on your workflow. Echometer is strong for running recurring agile retrospectives with consistent, structured templates, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Echometer 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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