GET CLOSER TO THE DEAL.®

Mil Advisor is an innovative business development tool for modern advisors. 
The platform was designed exclusively to provide a real differentiator for any size firm. Advisors now have access to a system to expand their client relationships, attract and win High Net Worth prospects, explore wealth creating investment opportunities, learn valuable skills and manage investment documents, all in a secure environment.

Are you an Issuer or a fund manager?

Learn how you can distribute your products with Mil Advisor

 
Distribute your Products

Differentiate Your Firm

explore the main features of Mil Advisor

ACCESS

Exclusive private equity deals

Wealth creating investments

Modern portfolio allocations

LEARN

Assess your skills

Improve through video training

Grow your knowledge

DISTRIBUTE

Sell your products on our platform

Transact through Schwab, Fidelity and TD

Package your funds to withstand a rigorous diligence process

MANAGE

Your clients & their investments

Documents

Reporting

ENGAGE

Converse & communicate

Alert clients & prospects

Share

ACCESS

YOUR PORTAL TO WEALTH CREATING INVESTMENTS

ACCESS

With Mil Advisor, you gain access to private equity deals in real estate, private operating companies and more. For each investment, you can see a transparent view of all of the details, share them with your clients, request an allocation and discuss each investment with your clients in real-time. Now, you have the ability to get your clients into deals that are familiar to them, after all it's how they became wealthy to begin with. Use your access to invite High Net Worth prospects to share an investment idea, then win them as a client.

BENEFITS

Prospect more effectively by leading with an exclusive deal

Gain access to wealth creating private equity investments

Create a more modern portfolio for your clients

Tell me more about deals
 

WATCH ACCESS VIDEO

LEARN

THE ADVISOR FOR ADVISORS. WATCH, LEARN AND IMPROVE

LEARN

An important part of growing your business is ensuring that your team has the skills to attract and retain High Net Worth clients. With Mil Advisor you get access to educational content designed specifically for Advisors. Differentiate yourself and sharpen your skills with video-based training that’s convenient to view at your own pace. Download tools to help you prospect potential clients and enhance current client relationships. Strengthen your prospecting and business development skills and knowledge to grow your business.

BENEFITS

Assess your skills

Learn and fine tune your skills through video-based training

Improve and grow your business

GET ACCESS
 

WATCH LEARN VIDEO

DISTRIBUTE

PUT YOUR INVESTMENT PRODUCTS IN FRONT OF HIGH NET WORTH INVESTORS

DISTRIBUTE

Looking for a best in class way to package, promote and sell your firm’s investment products? Mil Advisor is designed to position, promote, display and share private investment products for Advisors and their clients. From a beautiful deal gallery, to information-rich product detail pages, Mil Advisor can put your products in front of targeted investors, making it easy to review and invest.

BENEFITS

Sell more of your private equity products on our platform

Transact on Schwab, Fidelity and TD

Package your funds to withstand a rigorous diligence process

DISTRIBUTE MY PRODUCTS
 

WATCH DISTRIBUTE VIDEO

We would like to know more about your products. Please provide the information below and we will contact you to discuss the possibilities.

MANAGE

SIMPLIFY THE INVESTMENT PROCESS

MANAGE

Let’s face it, managing financial documents, client communication and the reporting of other assets is a full time effort. Mil Advisor centralizes management of certain functions, including functions pertaining to assets that don’t get reported on most custodians' statements. Identify all your clients' assets and free up more of your time to do what you do best, manage your clients’ wealth.

BENEFITS

All of your clients' private investments in one place

Documents - download, review and archive all of the documents for your clients' deals

Streamlined reporting

Tell me more about deals
 

WATCH MANAGE VIDEO

ENGAGE

CHANGE THE WAY YOU COMMUNICATE WITH YOUR CLIENTS AND PROSPECTS

ENGAGE

Technology has changed the way we communicate, but presenting complex investment opportunities to clients still takes a high touch approach.  You generally need to schedule time with your busy clients, prepare detailed financial information and present it when recommending a deal.  Mil Advisor simplifies the communication process for recommending, discussing and presenting private investment opportunities to your clients.  Via Mil Advisor, your clients can view the deals that you want them to see in a secure environment and can communicate in real-time.   Alert, share, update and converse all in one place.

BENEFITS

Communicate in real-time with clients and prospects

Alert your clients and prospects to news and important events

Share new investments

Request A DEMO
 

WATCH ENGAGE VIDEO

SOLUTIONS

EMPOWERING THE MODERN ADVISOR

PORTFOLIO ALLOCATION

As an Advisor, you know to properly prepare a financial plan or provide investment advice requires insight into your client’s total assets--not just those securities held at your primary custodian. Portfolio construction starts with a clear understanding of your client’s desire and financial situation, but where else can both you and your client turn to manually create a security in order to update a list of all of the disparate holdings and assets wealthy clients accumulate? Mil Advisor provides you with a tool to view and update clients’ financial situation. With this tool, you can evaluate current allocations across a clients’ entire net worth and make informed investment recommendations for your clients.

Evaluate investments with transparency

Communicate with clients and prospects in a real-time

Alert your clients and prospects to new documents and updates

Download client-friendly portfolio tools

REQUEST A DEMO

GROW YOUR FIRM

Mil Advisor is an innovative business development tool for advisors. You now have a platform to differentiate your firm and turn prospects into clients. Share wealth creating deals with HNW prospects and demonstrate that you can access the types of investments that made them wealthy in the first place. Build your client relationships using powerful conversation and portfolio tools and ultimately win their entire portfolio.

Invite prospects, share deals

Communicate with clients and prospects in real-time

Give prospects something different than the tired 60/40 pie chart

Learn More

DISTRIBUTE YOUR PRODUCTS

Mil Advisor is an innovative way for Advisors and HNW Investors to get closer to your deals. From the investments gallery to the detail pages, users can research and invest in a secure and easily navigatable environment. The ability to post updates and answer questions from users in real-time adds additional transparency and responsiveness to Mil Advisor.

Package your funds to withstand a rigorous diligence process

Sell your private equity products on our platform

Transact through Schwab, Fidelity and TD

Communicate updates, answer questions and build relationships

DISTRIBUTE MY PRODUCTS

SIGN UP

DUE TO STONG DEMAND, ACCESS TO MIL ADVISOR IS BY INVITATION ONLY. TO SECURE YOUR SPOT, PLEASE REQUEST AN INVITE.