Get ready faster
Read the client summary before the call. Check what happened since you last spoke.
Client View
AI client intelligence for financial advisers.
Client View puts every meeting, file, email, note and task in one place. It updates as you add new client information.
Why it helps
Know the client before every call.
The meetings, emails and files your team already has are easy to find when you need them.
See what changed
Compare what the client said in different meetings.
Help the whole team
Let team members find the client details without asking for a handover.
How it works
Get the full client story in one place.
Marloo brings together what your team already knows. You can see it before, during and after each client call.
Add the client files
Connect meetings and emails. Then add fact-finds, risk profiles, advice documents and notes.
See the latest picture
Marloo updates the client summary when you add new information.
Ask about the past
Ask about an old decision or a change in the client’s life, then open the source to check it.
What advisers say about client view
“It's a file note app — that's just understating it completely. It will record your meetings, it will summarise them, you will have templates on there, you can search through them. The more clients you see, the more information it has, the easier it is to just pull up information from any time in the last however long you've been using it. It's just incredible.”
George Periera
Director, Futurum Financial Planning
“Worked perfectly. Once uploaded, I then went to Ask Marloo AI and asked it to provide a full breakdown of their cash accounts, which it did perfectly. You guys have built an incredible product!”
George Newton
Director, Chartwell Wealth Management
“Game changing. I have been an IFA since 1997 and really hate paperwork. This has really impacted our business. The service is 5 star from onboarding and support. I have at least 4 hours per week back — minimum. 100% recommend Marloo.”
RW
Rob Winter
Adviser, London and County Financial Advisors
One client record
Use the same client details across Marloo.
Ask Marloo, documents, forms, emails and tasks can all use the same client record.
Keep meetings, files, emails, notes and tasks together
See the client summary, cash flow, assets and timeline
Create profiles for one person or a group
Upload PDF, Word, Excel and PowerPoint files
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.
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.
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.
Trusted by the best advisers
Frequently asked questions about client view
Client View can show meetings, files, emails, notes, tasks, documents, slides and forms. What you see depends on the Marloo tools your firm uses.
Yes. The overview regenerates as new source information is added. Correcting or adding source data is how you improve what the overview shows.
Yes. Ask Marloo at the client level can query tagged meetings, summaries, uploaded files, synced emails, notes and the client overview.
Each answer has a source link. Open it to see the file and the exact text Marloo used.
Tag the client to the meeting. The transcript, summary and notes will then appear with that client.
You can add fact-finds, risk profiles, provider reports and past advice documents. You can also add policy files, financial statements and retirement plans.
Yes. Ask for recent meetings, life changes, open tasks or goals before the review starts.
Yes. Team members with access can find the client details they need without asking the adviser.
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
