Compliance assessment
Measured against your compliance framework.
WHY CHOOSE MARLOO
More than a database. A complete client tool.
One tool, zero friction. Marloo holds your client records, meetings and documents together, so you stop retyping data between systems. From meeting prep to the final follow-up, it’s all handled in one place.
The standard system vs the Marloo way
Most firms run on a stack of tools that each handle one part of the job. Marloo brings the client file, the documents and the follow-up into one place.
STANDARD SYSTEM
A stack of separate tools
A CRM, a notetaker, a report writer, your inbox, and more
Your team moves between tools to find client context and finish the follow-up.
Client review documents are written across separate systems, with information copied from the meeting and client file.
Template options, customization and setup support depend on the vendor and plan.
When output does not match your house style, your team spends time editing it.
Compare the contract length, notice period and cost of changing tools before you commit.
MARLOO WAY
Everything in one place
Records, meetings, documents and follow-ups, with one login
Keep client records, meetings, documents and Ask Marloo together.
Client review documents drafted from the whole client file, in your firm’s own templates, ready for your review.
Custom templates are included on Pro. Build and edit them yourself, or set them up with our team.
Output in your firm’s own voice and wording, so it reads like you wrote it.
Free $0, Pro US$149 and Firm US$299 per advisor per month. Start free and cancel anytime.
No credit card required.
The Standard CRM vs Marloo
How Marloo compares with the CRMs and AI tools many advisors use today - solutions like Wealthbox, Redtail, Jump and Zocks.
Features
Standard CRM
Getting started
Free plan
No credit card details needed before you commit.
Free support staff seats
Access for admin and paraplanning staff.
Meetings
Calendar sync
Google and Outlook meetings matched to the right client.
Varies
Meeting capture
Capture video, phone and in-person meeting content as a transcript.
Add-on
Meeting notes
Structured notes produced after each meeting.
Add-on
Meeting prep
AI-prepared brief from prior meetings and connected client context.
Add-on
Follow-ups and tasks
Follow-up emails and actions drafted from the meeting.
Add-on
Mobile recording
Meetings and voice notes recorded on iOS and Android.
Client records
Structured client data
Assets, income and other structured client facts.
Households and relationships
Partners, dependents and entities linked together.
Free Data import
Client data brought across from your current CRM.
Custom fields
The data points your firm tracks on each client.
Pipelines
Track client work through stages and owners.
VoIP calling
Client calls with summaries, tasks and follow-ups.
Custodian connections
Sync account and holdings data into the client record.
Salesforce integration
Connect Salesforce with Marloo using the agreed record and sync setup.
AI and documents
AI form filling
Use AI to interpret client information and populate your supported forms for review.
Source references
Open linked meeting or document references behind an AI answer.
Universal Chat
Ask questions across client meetings, notes and connected documents.
Varies
Connected client history
Meetings, emails, documents and records in one view.
Storage only
Profile updates
Client details-up to-date across meetings, emails and docs.
Manual entry
Client review documents
AI-drafted narrative reviews from meetings and the client record, in your firm's review template.
Templates only
Universal AI
Context-aware AI embedded in meetings, tasks and documents, and across your work.
Skills
Teach Marloo how your firm carries out a repeatable task.
DocuSign e-signature
Send supported forms for signature and track their status.
Coming soon
Client portal
Give clients a place to see documents and their next steps.
AS SEEN ON
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
“I was scrambling to find the time, working late in the evening to generate documents and working on the weekend. With Marloo that personal time that you get back, just for quality of life, is invaluable. It's incalculable.”
John McWey
Director and Financial Advisor, Ardbrack Financial
“We brought in Marloo to streamline admin across 550+ meetings a month and improve the client experience. Their tool is focused, adaptable, and genuinely built to boost productivity. But it's done more than save time—it's sparked curiosity, energised our team, and deepened client relationships. It's transformed how we work.”
Georgie Miles
COO, enable.me
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. If your team pastes client data into ChatGPT or Claude today, do it in Marloo instead, under private model contracts with zero data retention.
Advanced data controls
Opt to automatically delete recordings or transcripts whenever you choose, ensuring seamless compliance with your needs.
SOC 2 Type II certified
SOC 2 Type II certified, with processes in place to protect your data and your clients' data at every level.
Your data, your choice
For US firms, Marloo stores client data in the US. Your firm’s data is stored in its own region rather than pooled in another market.
Your calling is advice,
not admin
Start with your next meeting and see what your firm can complete from the full client record.
Frequently Asked Questions
Yes. Marloo holds client records, relationships, tasks and calendar with the meeting work built in. Pipelines and VoIP calling are included on Firm.