AI tools for financial advisers in New Zealand.

Marloo handles the admin so you can focus on advice. Explore the tools that turn every client interaction into work already done.

Try Marloo for free

So much more than a notetaker.

27:11

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.

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.

Explore Ask Marloo

Ask Marloo

Advice Documents

Client-ready documents.
In your voice. In minutes.

Marloo draws on everything it knows about a client and generates any document you need. Fully customisable. Nothing generic.

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

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

Review and finalise in minutes, not hours.

Explore Advice Documents

Generate Document

From: Annual Review · Mar 2026

Select template...

Generate

Select a template to get started

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.

Set up workflows once. Marloo runs them every time.

Explore Tasks

Tasks

+ New

To-do5

In progress1

Completed2

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 and send SOA for Jane

In 2 daysJane Patel

Research new ETF options for fixed income

1d agoSarah Chen

Review Q1 portfolio performance

In 3 daysBen Thompson

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.

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Form Filling

AI-powered autofill

Drop your form here

PDF, DOCX, or image

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.

Explore Emails

Ask Marloo

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.

Explore Client View

John Stevens

Individual

Net worth

$4,827,300

Assets

KiwiSaver$1,930,900

Managed funds$1,303,400

Property$917,200

Cash$675,800

Potential gaps

Worth a closer look

Marloo found two areas to review before the next meeting.

Risk profile

Growth

ConservativeGrowth

John is comfortable with a growth portfolio and short-term market swings. His long time frame supports a higher allocation to growth assets.

Milestones

Key dates ahead

SEP

2026

Mortgage fixed rate endsPayment may rise by ~$860/month. Review refixing options.

OCT

2026

KiwiSaver reviewReview fund choice and contribution rate before year end.

JUN

2027

Advice review dueRefresh goals, risk profile and the Statement of Advice.

Your calling is advice,
not admin

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

Start with your next meeting

See it in action

AI tools for financial advisers in New Zealand.

So much more than a notetaker.

Wherever advice happens

Built for client relationships

Real work, not just notes

Ask Marloo anything.Watch it work.

Client-ready documents.In your voice. In minutes.

Every next step ready to move.

Any form,completed from client context

Your inbox,finally working for you

Everything about your client,always up to date

Worth a closer look

Growth

Key dates ahead

Your calling is advice, not admin

Ask Marloo anything.
Watch it work.

Client-ready documents.
In your voice. In minutes.

Any form,
completed from client context

Your inbox,
finally working for you

Everything about your client,
always up to date

Your calling is advice,
not admin