Evaluating Wealthbox? We built Marloo differently.
Why advisors chose Marloo over Wealthbox
A different category. Not a better-looking CRM.
| Features |  | Wealthbox |
|---|---|---|
| CRM Fundamentals | ||
| Client and household records Contacts, households, relationship structures, custom fields | ||
| Task management Task templates, recurring tasks, team assignment | ||
| Calendar integration Google Calendar and Outlook two-way sync. Meetings auto-link to client records. | ||
| Pipelines Track client work through stages and owners. | Firm | Opportunity pipelines |
| VoIP calling Client calls with summaries, tasks and follow-ups. | Firm | |
| Custodian connections Sync account and holdings data into the client record. | Pro | Account and holdings data through integrations |
| Salesforce integration Connect Salesforce with Marloo using the agreed record and sync setup. | Supported contact sync through Zapier | |
| Work around the meeting | ||
| Pre-meeting prep briefs AI-prepared brief from prior meetings and connected client context. | ||
| Meeting capture and transcription Video, phone, and in-person recording with full transcript | ||
| AI summaries in minutes. Structured summary ready in your voice within minutes from completing your meeting. | ||
| Follow-up email drafts and action items AI-written follow-up and tasks ready to review the moment the summary is complete. | ||
| Client review documents AI-drafted narrative reviews from meetings and the client record, in your firm's review template. | Pro | |
| AI and Intelligence | ||
| Unified client intelligence Prep, notes, tasks, and records share the same data. No sync required. | ||
| Universal Chat Ask questions across client meetings, notes and connected documents. | ||
| Universal AI Context-aware AI embedded in meetings, tasks and documents, and across your work. | ||
| AI form filling Use AI to interpret client information and populate your supported forms for review. | Pro | |
| Skills Teach Marloo how your firm carries out a repeatable task. | Saved AI Playbooks | |
| DocuSign e-signature Send supported forms for signature and track their status. | Pro | Through DocuSign automation integrations |
| Security | ||
| SOC 2 Type II certified Independent SOC 2 Type II security assurance. | ||
Why advisors switch to Marloo
Wealthbox combines client records, workflows and AI meeting preparation, notes and follow-ups. Compare how that fits the work your firm needs to complete after a client review.
Marloo works from the whole client file: the meeting, the documents, the correspondence and the structured client data. Each conversation becomes context for the next piece of work.
Coming soon
Compliance assessment
Measured against your compliance framework.
Client portal
Give clients a place to see documents and their next steps.
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.
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
Start with your next meeting and see what your firm can complete from the full client record.
Start with your next meetingSee it in actionFrequently Asked Questions
Start by mapping the client work your firm needs: records, meetings, documents, tasks and connections. Marloo brings these workflows together. Check your required integrations and any features marked beta or in development before deciding which systems to replace. Our team can help review the migration and setup.
Yes. Marloo Pro includes unlimited custom document templates in your firm’s tone and format. Draft client review documents and letters from the client record, then review and approve them before sending.
Free is US$0, Pro is US$149 and Firm is US$299 per advisor per month. Admin and support seats are free. See the US pricing page for the features and limits of each plan.
DocuSign e-signature and Salesforce integration are shipped. Compliance assessment is in beta and measures work against your compliance framework. The client portal is in development.
We can help map your export to Marloo, check the imported records and set up the templates your team uses. Agree the fields, connected systems and migration scope before moving your whole practice.
US firms’ client data is stored in the US. We do not train models on your data. We can provide our security documentation and work through your home office or compliance team’s requirements.
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