Menu

Menu

FEATURES

ACCESS

LEARN

DISTRIBUTE

MANAGE

ENGAGE

SOLUTIONS

PORTFOLIO ALLOCATION

GROW YOUR FIRM

DISTRIBUTE YOUR PRODUCTS

GETTING STARTED

HOW IT WORKS

REQUEST A DEMO

CONTACT US

SIGN UP

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, learn valuable skills and manage investment documents, all in a secure environment.

Watch Video

Watch Video

SCROLL DOWN

Differentiate your Firm.  See the tiles below to explore the main features of Mil Advisor. 
ACCESS
ACCESS
  • Exclusive private equity deals
  • Wealth creating investments
  • Modern portfolio allocations
More about Access
LEARN
LEARN
  • Assess your skills
  • Improve through video training
  • Improve and grow
More about Learn
DISTRIBUTE
DISTRIBUTE
  • Sell your products on our platform
  • Transact through Schwab, Fidelity and TD
  • Package your funds to withstand a rigorous diligence process
More about Distribute
MANAGE
MANAGE
  • Your clients & their investments
  • Documents
  • Reporting
More about Manage
ENGAGE
ENGAGE
  • Converse & communicate
  • Alert clients & prospects
  • Share
More about Engage
SIGN UP
SIGN UP TO:
  • To be a beta tester
  • Get early access for your firm
  • See a demo

Put me on the list

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
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 bring more High Net Worth clients into your firm. With Mil Advisor, you get access to a proven system called ‘Learn’ designed to sharpen the skills you and your staff need, avoid common mistakes and put into practice proven methods for closing more business. Learn’s video-based training is convenient to view at your own pace. In addition, to help you focus on the most important things first, Learn provides powerful assessment tools to give you an honest look at your strengths and opportunities, while personalizing your plan for improvement. 
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
WATCH DISTRIBUTE VIDEO

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
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
WATCH ENGAGE VIDEO

SOLUTIONS

EMPOWERING THE MODERN ADVISOR

Portfolio Allocation
EVALUATE & COMMUNICATE
  • Review client’s total assets
  • Track and update disparate holdings
  • Make informed investment recommendations
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
Grow Your Firm
PROSPECT TO CLIENT
  • Invite prospects & share investment ideas with them
  • Differentiate yourself by leading with private deals
  • Easily turn prospects into clients
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
Distribute Your Products
GET NOTICED
  • Package your funds to withstand a rigorous diligence process
  • Sell your products on our platform
  • Transact through Schwab, Fidelity and TD
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

GET ON THE LIST

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

©{{CurrentYear}} Militellocapital, LLC