All the advice, none
of the admin
So much more than a notetaker.
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. Advisors show up for the client. Marloo does the rest.
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 an associate handover summary in one ask.
Tell Marloo what you need. It gets started.
Any form,
completed in seconds
Upload your forms once. Every field filled instantly. Your firm decides what gets filled and what stays fixed.
Any form in your library, filled for any client in seconds.
Every field filled accurately from everything Marloo knows.
Support staff can fill forms on behalf of any advisor, automatically.
Client-ready documents.
In your voice. In minutes.
Marloo draws on everything it knows about a client and generates any document you need — Investment Policy Statements, financial reviews, investment proposals. Fully customizable. 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.
Every task ready before you've closed your laptop.
The moment your meeting ends, Marloo pulls out every action, follow-up, and next step. Each task connected back to the client and the moment it came from.
Every action captured automatically. Nothing missed.
Every task connected back to the client and the moment it came from.
Ready before you have closed your laptop.
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.
Advisors love Marloo
“Marloo is seriously impressive. I used to spend over two hours preparing meeting summaries—now it's 20 minutes, with more clarity and the full client history itemised right after the call. That first meeting was 90 minutes and it nailed it. You've got a client for life.”
Aaron D'Souza
Director, LESA Financial
“It's hard to explain the relief Marloo brings. It turned the most dreaded part of my day into something quick and even enjoyable. I used to feel stuck in a treadmill of notes and compliance. Now I've reclaimed hours each week, increased client capacity without adding overhead, and genuinely love how much easier my job feels. The ROI is undeniable.”
Will Powis
Financial Advisor, Wisely Finance
“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 customizable templates are a gamechanger. We've moved the whole Financial Planning team to Marloo.”
Rebecca Aldridge
Director, Balance Wealth
“Slick. It's efficient, it's clean and it's accurate. We used to spend a minimum hour per meeting on notes — now 30 seconds would be considered a long spend. I've doubled the amount of client meetings, but more importantly, I'm happy to do them back to back with the confidence that the accuracy is there in the file note.”
Alex Rankin
Director, Artisan Wealth
Privacy is paramount
We designed Marloo with privacy and security at its core. From the latest encryption standards to robust compliance measures, your data is always protected.
Advanced data controls
Opt to automatically delete recordings or transcripts whenever you choose, ensuring seamless compliance with your needs.
SOC 2 & GDPR compliant
SOC 2 Type 2 and GDPR compliant, with processes in place to protect your data and your clients' data at every level.
Your data, your choice
Your data stays under your control.
Your calling is advice,
not admin
Set up in minutes. Start with your next meeting, completely free.
Start with your next meetingSee it in actionFrequently asked questions
Financial advisors, and support staff across wealth management, financial planning, insurance, and mortgage advice. We work with all types of advisors, from independent advisors to large multi-advisor firms. Anyone who wants to work at the cutting edge of AI in financial advice and is ready for a true AI partner for their practice.
Marloo is the AI partner for financial advice, not just a notetaker. It does the work that surrounds advice so advisors can focus on clients. Generate advice documents, manage tasks, fill forms, draft emails, and build a complete picture of every client relationship over time. Ask Marloo anything and it gets straight to work. The longer you use it, the more it can do for you.
Marloo is much more than a notetaker. Meetings are just the starting point. Upload client documents, connect your inbox, generate advice documents, manage tasks, and fill forms. Everything flows into one complete picture of every client relationship. The longer you use Marloo, the more it can do for you.
Yes. Ask Marloo anything about any client — previous meetings, documents, emails, and files. Get an answer in seconds, or ask it to act and it gets started straight away.
Yes. Marloo is free to get started. Set up in under 10 minutes and try it on your next meeting. No credit card required. You can also book a demo or talk to our team at any time.
Not at all. Most advisors are fully set up in under 10 minutes.
Financial advice will always be human led. Marloo handles everything around the advice so advisors can focus on what only they can do. The relationships, the judgment, the trust. That is irreplaceable.
Marloo is built for the way compliance actually works in financial advice. It understands regulatory language, identifies required disclosures, and supports firm-wide oversight. Marloo Teams moves you from sample-based compliance to full coverage across every client interaction.
Yes. Marloo Teams lets you manage your whole practice. Add and remove team members, set permissions, manage billing and templates, and oversee compliance across every advisor.
Yes. You can upload existing templates, client files, documents, and data to Marloo at any time. Everything you bring in becomes part of the complete picture Marloo builds for each client.
Marloo integrates with Outlook and Google Calendar, and works across every major meeting platform including Zoom, Google Meet, Microsoft Teams, and Webex. Connect your inbox to bring your emails into Marloo and get the complete picture of every client relationship.
No. We do not sell client data and we do not use it to train AI models. Your data belongs to you and your clients. Our focus is on using it to make Marloo work harder for your practice, nothing else.
Marloo produces a high quality first draft from everything it knows about your client. You retain full responsibility for reviewing, editing, and finalizing before anything goes to a client. Treat every output as a strong first draft, not a final document.
We have offices in New York, London, and Sydney, and serve advisors across seven countries.
It’s a nod to our co-founder Hardy’s childhood. He learned to sail in an Optimist dinghy named Marloo — and the name stuck!
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