Find what was agreed
Ask when a choice was made or which email had the file.
Emails
AI email assistant for financial advisers.
Marloo adds client emails to their record, reads attachments and helps you write replies.
Why it helps
Do not lose key details in the inbox.
A client may confirm a choice or send a file by email. Marloo makes that easy to find later.
Use the full record
Use emails with meetings, notes and files when you make client work.
Write a better reply
Use the past email thread when you write the next message.
How it works
Keep important emails with the client.
Clients send decisions and files by email. Marloo saves those details with the rest of the client record.
Connect Outlook
Save new client emails to their profile. You can also bring in older emails.
Find what you need
Search the email text, attachments and images, then open the source message.
Write the next email
Use past emails to write a reply, then check it in Outlook or Gmail before you send it.
What advisers say about emails
“Just a quick note to say how incredibly happy I am with Marloo right now. I just generated a quick response to a client query, a document that would have taken me anywhere from 30 to 60 minutes to write up properly and I had a very usable draft in about 10 secs with Marloo.”
Stephen Farrell
Director, Guided Wealth
“Marloo tackles the relentless post-meeting admin and compliance burden head-on. I've reclaimed hours every single week, fundamentally shifting my focus from tedious tasks back to high-value client strategy. It's indispensable.”
Matthew Pelizzari
Financial Planning Partner, Oreon Partners
“Slick. It's efficient, it's clean and it's accurate. We used to spend a minimum hour per meeting on notes — now 30 seconds would be considered a long spend. I've doubled the amount of client meetings, but more importantly, I'm happy to do them back to back with the confidence that the accuracy is there in the file note.”
Alex Rankin
Director, Artisan Wealth
“The learning curve is nowhere near as steep as other options out there. It just seems to really extract that financial information really well, and the way it couches it in the right kind of language.”
Justin Doyle
Financial Adviser, BIS Cosgrove
Your privacy
Choose which emails your team can see.
Your emails stay private unless you choose to share a client’s emails with the team.
Share emails one client at a time
Bring in older email threads
Add more than one email address for a client
Open the source email behind an answer
Client View
Everything about your client,
always up to date
Every meeting, document, email, task, and note for every client in a single timeline. Instant context before any interaction. No more digging through folders and inboxes.
Every client interaction in one timeline. Meetings, documents, emails, tasks.
Instant context before every client interaction.
Search across all client data in seconds.
Ask Marloo
Ask Marloo anything.
Watch it work.
Marloo knows everything about your clients. Get an answer in seconds. Ask it to draft, update, or create, and it gets straight to work.
Ask anything about any client. Marloo searches everything.
Get a paraplanner handover summary in one ask.
Tell Marloo what you need. It gets started.
Forms
Any form,
completed from client context
Upload each fillable PDF once. Marloo uses the client context you select, while your firm decides what gets filled and what stays fixed.
Reusable fillable PDFs in one shared firm library.
Every field filled accurately from everything Marloo knows.
Support staff can fill forms on behalf of any adviser, automatically.
Trusted by the best advisers
Frequently asked questions about emails
Marloo can search the email text, attachments and images in the email body, then link the answer back to the source message.
Yes. Choose the emails Marloo should use with meetings, notes and other client files.
No. Marloo creates the draft, then opens it in Outlook or Gmail for you to review and send.
No. Emails are private unless you choose to share them for that client.
The email integration connects to Outlook through Microsoft 365. Email drafts created with Marloo can be opened in Outlook or Gmail for review and sending.
Marloo uses the email addresses saved on the client profile.
Yes. Open the client and choose Import past emails.
Yes. Add each email address to the same client profile.
Your calling is advice,
not admin
Set up in minutes. Start with your next meeting, completely free.
Start with your next meetingSee it in action
