Simple, transparent pricing
Your best work, for every client. Start with the notetaker, add the advice work, then run the whole practice on Marloo.
Prices shown in USD
Starter
The notetaker
- Unlimited recordings and summaries
- Custom templates
- Client overview
- Email integration
- Calendar integration
- Tasks
- No credit card required
Pro
Advice work, done in Marloo
- Everything in Starter, and:
- Ask Marloo, chat across your whole book
- Advice documents
- Autofill PDF forms
- Presentations
- Research
- Custodian data
Firm
Run the practice on Marloo
- Everything in Pro, and:
- Editable client fields
- Calling from Marloo (VoIP)
- Compliance oversight
- Free CRM migration
- Workflows coming soon
- Modelling coming soon
- Client portal coming soon
10+ advisors?
Volume terms, SSO, configurable data storage and infrastructure, custom integrations, dedicated support
“Without Marloo, we wouldn't be growing the business the way that we are. With our growth plans over the next few years, Marloo is going to be at the centre of that.”
Matt Jenkins
Financial Planner, Lifetime Financial Management and Planning
Frequently asked questions
A meeting is any client interaction that Marloo processes — whether that’s a video call, phone call, or in-person meeting you record.
Yes, you can cancel your subscription at any time. Your access will continue until the end of your billing period.
Yes! Contact our sales team for annual billing options and discounts for larger teams.
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
