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Your CRM and your notetaker, in one

The AI CRM for
financial advisors

Marloo connects your client records, custodian accounts and market data to find the work worth doing, and does it for you.
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JA
James A.
Individual
Net worth
$14,827,300
Assets
Joint brokerage$6,374,000
Family trust$4,003,400
Rollover IRA$2,817,200
Roth IRA$1,632,700
Potential gaps

Worth a closer look

Marloo found two areas to review before the next meeting.

Risk profile

Growth

ConservativeGrowth

James is comfortable with a growth portfolio and short-term market swings. His 15+ year time frame supports a higher allocation to equities and alternatives.

Milestones

Key dates ahead

DEC
1
2026
Mortgage ARM adjustmentRate moves to ~6.8%. Payment rises ~$410/month without refinancing.
JAN
15
2027
Private equity capital callApproximately $250,000 expected. Keep enough cash available.
JUN
14
2027
Annual plan reviewReview allocation, tax strategy and insurance needs.
AS SEEN ON

One client record. The work done for you.

27:11
Teams meetingTaking notesZoom and phone calls
Everything about your client in one place

Meetings, calls, emails, documents and custodian accounts on one client record, kept up to date for you.

Know every client like your best client

Ask what you discussed last time, which clients hold too much cash or who is due for a review, and get the answer from everything Marloo knows.

Northwind CustodyHelp
Step 1 of 3
Your details
First name *
Last name *
Date of birth *
Email *
Save draft
Next
Marloo AI
Marloo does the work, wherever you work

Marloo fills forms on other websites through its Chrome extension, and drafts review prep, follow-ups and tasks. You check it and send.

Trusted by the best advisors
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Find the opportunities
across your whole book

Marloo reads your client records, meeting notes and custodian accounts together. Ask which clients hold too much cash or what you said you would revisit, and get a list you can act on.

Ask one question across every client and account.

Scan past meetings for the opportunities you meant to follow up.

Turn the answer into tasks and follow-ups.

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Marloo
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Across your client book · custodian data
Forms

Onboarding forms,
filled in bulk and sent through DocuSign

Pick the forms and the clients. Marloo fills every field from each client record, then sends them for signature through DocuSign and tracks who has signed.

Fill several forms for several clients at once, with no data crossing between clients.

Send for signature through DocuSign, with no downloading or re-uploading.

Support staff can fill forms on behalf of any advisor.

Explore Forms
Form Filling
3 forms for 4 clients
Forms
New Account Form
Advisory Agreement
Account Transfer Form
SC
Sarah C.
0 / 112 fields
Queued
TW
Tom W.
0 / 98 fields
Queued
MO
Maria O.
0 / 121 fields
Queued
NK
Nathan K.
0 / 104 fields
Queued
Tasks

Every next step ready to move.

Once you generate the meeting summary, Marloo pulls out the actions, follow-ups, and next steps. Each task stays connected to the client and the conversation behind it.

Turn the agreed actions in a meeting summary into clear tasks.

Every task connected back to the client and the moment it came from.

Priorities, dates and owners ready for review.

Explore Tasks
Tasks
+ New
To-do5
In progress1
Completed2
Search
Filter
Remind date
Send follow-up email to Alice following our meeting
1d agoAlice Wright
Check in with Steve about our upcoming meeting and do meeting prep
TomorrowSteve Murray
Draft Initial Investment Proposal for Jane
In 2 daysJane Patel
Research new ETF options for fixed income
1d agoSarah Chen
Review Q1 portfolio performance
In 3 daysBen Thompson
Emails

Your inbox,
finally working for you

Every client email powers Marloo to work for you. Ask Marloo, documents, client summaries. All informed by your inbox.

Every client email in their profile, summarised and ready to scan.

Text, attachments, and images. Nothing missed.

Draft replies, prep for meetings, generate documents. All from your email history.

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Marloo
Ask Marloo
Advice Documents

Personalized tax plans.
In your voice. In minutes.

Marloo draws on everything it knows about a client to draft tax plans, financial reviews and investment proposals. Fully customizable. Nothing generic.

A high quality first draft from everything Marloo knows about your client.

Your voice, your templates, your format. Nothing generic.

Review and finalize in minutes, not hours.

Explore Advice Documents
Generate Document
From: Tax Planning Review · Oct 2026
Select template...
Generate
Select a template to get started

Advisors love Marloo

$4.5M

New AUM in two months, from one question

“I used Marloo's chat and told it to go through our past 25 meetings and find the opportunities. It built us a list of those opportunities, and we were able to bring in $4.5 million of assets under management.”

Corbin Carlyon

Corbin Carlyon

Advisor, Whitewater Financial

Overnight

Moved the whole practice off its old CRM

“My team woke up the next day and we were no longer using our old software.”

Gurtej Varn

Gurtej Varn

White Coat Financial

Read all customer quotes

Privacy is paramount

We designed Marloo with privacy and security at its core. From the latest encryption standards to robust compliance measures, your data is always protected.

Advanced data controls

Advanced data controls

Opt to automatically delete recordings or transcripts whenever you choose, ensuring seamless compliance with your needs.

SOC 2 Type II, GDPR compliant

SOC 2 Type II, GDPR compliant

SOC 2 Type II and GDPR compliant, with processes in place to protect your data and your clients' data at every level.

Data location map

Your data, your choice

Your data stays under your control.

Marloo Trust Center

Marloo Trust Center

Visit our Trust Center to learn more about how we protect your data.

Your calling is advice,
not admin

Set up in minutes. Start with your next meeting, completely free.

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Frequently asked questions

Yes. Marloo is an AI CRM for financial advisors. Your client records, meetings and documents live in Marloo, and you can move from your current CRM with a one-time import.

Financial advisors, and support staff across wealth management, financial planning, insurance, and mortgage advice. We work with all types of advisors, from independent advisors to large multi-advisor firms. Anyone who wants to work at the cutting edge of AI in financial advice and is ready for a true AI partner for their practice.

Marloo is the AI partner for financial advice, not just a notetaker. It does the work that surrounds advice so advisors can focus on clients. Generate advice documents, manage tasks, fill forms, draft emails, and build a complete picture of every client relationship over time. Ask Marloo anything and it gets straight to work. The longer you use it, the more it can do for you.

Marloo is much more than a notetaker. Meetings are just the starting point. Upload client documents, connect your inbox, generate advice documents, manage tasks, and fill forms. Everything flows into one complete picture of every client relationship. The longer you use Marloo, the more it can do for you.

Yes. Ask Marloo anything about any client — previous meetings, documents, emails, and files. Get an answer in seconds, or ask it to act and it gets started straight away.

Yes. Marloo is free to get started. Set up in under 10 minutes and try it on your next meeting. No credit card required. You can also book a demo or talk to our team at any time.

Not at all. Most advisors are fully set up in under 10 minutes.

Financial advice will always be human led. Marloo handles everything around the advice so advisors can focus on what only they can do. The relationships, the judgment, the trust. That is irreplaceable.

Marloo is built for the way compliance actually works in financial advice. It understands regulatory language, identifies required disclosures, and supports firm-wide oversight. Marloo Teams moves you from sample-based compliance to full coverage across every client interaction.

Yes. Marloo Teams lets you manage your whole practice. Add and remove team members, set permissions, manage billing and templates, and oversee compliance across every advisor.

Yes. You can upload existing templates, client files, documents, and data to Marloo at any time. Everything you bring in becomes part of the complete picture Marloo builds for each client.

Marloo integrates with Outlook and Google Calendar, and works across every major meeting platform including Zoom, Google Meet, Microsoft Teams, and Webex. Connect your inbox to bring your emails into Marloo and get the complete picture of every client relationship.

No. We do not sell client data and we do not use it to train AI models. Your data belongs to you and your clients. Our focus is on using it to make Marloo work harder for your practice, nothing else.

Marloo produces a high quality first draft from everything it knows about your client. You retain full responsibility for reviewing, editing, and finalizing before anything goes to a client. Treat every output as a strong first draft, not a final document.

We have offices in New York, London, and Sydney, and serve advisors across eight countries.

It’s a nod to our co-founder Hardy’s childhood. He learned to sail in an Optimist dinghy named Marloo — and the name stuck!

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