Marloo Blog

Helping advisers stay ahead with thoughtful perspectives on AI, compliance, and client service

Marloo just got smarter, and so did your firm.

Most firms enforce standards after the fact — review, correct, send back. Same corrections, every week. Knowledge tab changes that.

Ask Marloo, now universal

Closing the gap between what you know and what you can act on. Ask Marloo now reaches across every meeting, every document, every client record and every email in the book.

Morningstar data is now inside Marloo

Marloo now has direct access to Morningstar fund data. Ratings, performance data and Model Portfolios, available inside Ask Marloo alongside the client context you already work with.

13 questions to ask before you trust an AI tool

Sacha Lala assessed third-party tools at EY and Arm. Here's what she'd ask any AI vendor now — and how Marloo answers.

Beyond the notetaker

Marloo has raised a US$10M seed round led by Blackbird Ventures, bringing total funding to $12.7M and accelerating the AI partner for every financial adviser.