All the advice, none
of the admin
So much more than a notetaker.
Wherever advice happens
Whether it's Teams calls, client documents, phone conversations, or voice notes. Marloo works across every client touchpoint, not just the meeting.
Built for client relationships
Every conversation remembered. Every client understood more deeply. The longer you use Marloo, the more it does for you.
Real work, not just notes
Every note written. Every document drafted. Every task created. Every email handled. Advisers show up for the client. Marloo does the rest.
Advisers love Marloo
“It's hard to explain the relief Marloo brings. It turned the most dreaded part of my day into something quick and even enjoyable. I used to feel stuck in a treadmill of notes and compliance. Now I've reclaimed hours each week, increased client capacity without adding overhead, and genuinely love how much easier my job feels. The ROI is undeniable.”
Will Powis
Financial Adviser, Wisely Finance
“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
“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
“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
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
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