Use the client record
Build the draft from meetings, notes, emails and files.
Advice Documents
AI suitability reports for financial advisers.
In your voice. In minutes. Generate suitability report first drafts from client meetings, notes and files using your firm's templates, approved wording and brand.
Why it helps
Start with the client details. Get a suitability report.
Marloo gives you a strong first draft. It still uses your firm’s words, template and review steps.
Use your template
Keep your firm’s layout, instructions and approved wording.
Check the draft
Review the details and send it through your normal approval steps.
How it works
Start with your template. Get a first draft.
You do not need to start with a blank page. Marloo uses your template and the client details you choose.
Add your template
Upload a Word file, use a Marloo template or make a new one.
Choose the client details
Pick the meetings, notes, emails and files Marloo should use.
Make and check the draft
Create the first draft, check the details and send it through your normal review steps.
What advisers say about advice documents
“We thought our existing AI notetaker was great… until we used Marloo. It's a 100% step up in quality, speed and ease of use. The customisable templates are a gamechanger. We've moved the whole Financial Planning team to Marloo.”
Rebecca Aldridge
Director, Balance Wealth
“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
Keep control
Keep your firm’s approved wording.
Lock text that must stay the same. Tell Marloo what to write in each part and when that part should show.
Lock text so Marloo cannot change it
Add writing notes to each part of the template
Show a section only when it is needed
Keep your branding, tables, fonts, headers and footers
Meeting Notes
During the meeting,
Marloo takes notes for you, so you can focus
Connect your calendar and choose the meetings Marloo should join. It keeps the transcript and turns it into a structured, editable summary using the template you select.
Automatic transcription and summarisation from every meeting
Key action items and decisions captured without lifting a finger
Works with Zoom, Teams, Google Meet, and in-person meetings
Teams · 2:00pm – 2:32pmForms
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.
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.
Trusted by the best advisers
Frequently asked questions about advice documents
Yes. Upload your current document and Marloo turns it into a template you can edit. You can also start with a Marloo template or make a new one.
Lock the text and Marloo will copy it exactly. Use blue instruction blocks to tell Marloo what to write.
Yes. Set a rule for when the section should show and which client details it should use.
Yes. Marloo makes the first draft. Your adviser and normal review steps stay in control of the final document.
Yes. Copy the styles from a company document, then customise the fonts, spacing, tables, cover, headers and footers.
Build and manage templates under Templates > Documents. When you are ready to create a client document, start from Documents in the main sidebar.
Yes. Keep the same firm template and add extra notes for this client and document.
Yes. Ask it to add or move a section, change words or set a rule. Ask for one clear change at a time.
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
