Type less
Use saved client and adviser details instead of typing each field.
Forms
AI form filling for financial advisers.
Upload a fillable PDF once. Marloo fills it with details from the client record and your firm.
Why it helps
Use the client details you already have.
Marloo fills the form from the same client record your team already uses.
Save firm details
Save your office details and common choices in the form.
Choose what Marloo uses
Pick the client records Marloo should read and add notes for this form.
How it works
Fill the form without typing every detail again.
Save the form once. Then use it for any client and choose which records Marloo should read.
Add the form
Upload a fillable PDF. Save firm details and turn off fields your organisation does not use.
Choose the client details
Pick the meetings, files, notes, emails and team details Marloo should use.
Check and download
Check the filled PDF, fix any field and download the final form.
What advisers say about forms
“It's been a game changer for us. The next step is to tailor the templates to align more with our approach and process. The product enhancements are valuable to us.”
Dale Eriksen
Adviser, Roskow Independent Advisory
“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
“An advice proposal that used to take the team hours now takes 10 minutes. Hours shaved off writing SOAs. The dream of cutting down SOA turnaround time is real now. I told three other advice practices what I was doing with Marloo — they tried it and loved it. In the first week, I'd saved four to five hours. Come tax planning time it will be 10 hours easily!”
Troyden Ratcliffe
Financial Adviser, Willow Wealth Partners
Set it up once
Check every field before you send the form.
Save firm details and turn off fields you do not use. Every filled field can still be checked and changed.
Save firm details that stay the same
Turn off fields you do not use
Type or speak extra instructions
Edit, check and download the PDF
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.
Meeting Notes
During the meeting,
Marloo takes notes for you, so you can focus
Connect your calendar and choose the meetings Marloo should join. It keeps the transcript and turns it into a structured, editable summary using the template you select.
Automatic transcription and summarisation from every meeting
Key action items and decisions captured without lifting a finger
Works with Zoom, Teams, Google Meet, and in-person meetings
Teams · 2:00pm – 2:32pmAsk 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.
Trusted by the best advisers
Frequently asked questions about forms
Marloo works with fillable PDFs. It does not work with scanned, image-only or password-protected PDFs.
Choose meetings, files, notes, emails, company files or adviser details. You must choose at least one.
Yes. Fixed values such as firm name, address or standard selections can be saved in the template and carried into future outputs.
Yes. Completed forms can be previewed and edited field by field before they are downloaded.
Yes. Upload and configure the fillable PDF once in the shared form library, then select it whenever another client needs that form.
Yes. Configure unused fields at the template level so Marloo does not try to complete sections your organisation does not use.
Yes. Type or speak extra notes before Marloo fills the form.
Yes. Team members with access can fill a form for the adviser to check.
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
