For independent advisors and RIAs

A CRM for financial advisors that does the work around every client.

Marloo is an AI CRM. It logs meeting notes to the client record, drafts review prep and follow-ups, fills account forms for DocuSign signature, and keeps custodian holdings in the client file.

Client records, households, tasks and documents in one place
Account forms filled from the client file, then sent for DocuSign signature
Custodian holdings connected through Morningstar ByAllAccounts
Meeting notes, review prep and follow-ups drafted for you to check
The notetaker is included, so there is no separate subscription to pay

Book a 30-minute demo

With the US team, built around the CRM you use today.

30 minAmerica/New York

The paperwork, done from the client file

Account forms and custodian data, in the same record as everything else.

Account forms

Forms filled from the client record

Upload your own account and application forms. Marloo fills them from the client file for you to check, then sends them for signature through your DocuSign account. The signed copy is saved back to the client.

Form Filling

AI-powered autofill

Drop your form here

PDF, DOCX, or image

Custodian data

Holdings in the client record

Connect your custodian accounts through Morningstar ByAllAccounts, with 120+ custodians including Fidelity, Pershing, Altruist, Raymond James, SEI and LPL. Holdings sync daily into each client record, so you can ask about one client or your whole book.

Transaction sync is coming soon.

Ask Marloo

Across your client book · custodian data

Every client in one record

Marloo is CRM software built for financial advisors and wealth management firms. Each client and household gets one record with their meetings, notes, emails, files, documents, forms and tasks, so you walk into every conversation knowing where things stand.

James Andrews

Individual

Net worth

$14,827,300

Assets

Alternative assets$6,374,000

Equities$4,003,400

Fixed income$2,817,200

Cash and real estate$1,632,700

Potential gaps

Worth a closer look

Marloo found two areas to review before the next meeting.

Risk profile

Growth

ConservativeGrowth

James is comfortable with a growth portfolio and short-term market swings. His 15+ year time frame supports a higher allocation to equities and alternatives.

Milestones

Key dates ahead

SEP

2026

Mortgage ARM adjustmentRate moves to ~6.8%. Payment rises ~$410/month without refinancing.

OCT

2026

Private equity capital callApproximately $250,000 expected. Keep enough cash available.

JUN

2027

Annual plan reviewReview allocation, tax strategy and insurance needs.

Meeting notes

Record in person or on Zoom, Teams and Google Meet. Notes and tasks are logged to the client record automatically.

Review prep

Before a review, Marloo brings past meetings, notes, emails and documents into one brief.

Follow-ups

Follow-up emails drafted from the meeting, ready for you to edit and send.

Client documents

Review documents and letters drafted in your firm’s own templates.

The notetaker is part of Marloo, so you do not pay for a separate one alongside your CRM.

The same client work, two ways

With a standard CRM

With Marloo

After a meeting

Standard CRM: You type or paste the notes into the client record

Marloo: Notes and tasks are logged to the client record

Before a review

Standard CRM: You search notes, emails and files for context

Marloo: One brief from everything on the client file

Account paperwork

Standard CRM: You retype client details into each form

Marloo: Forms filled from the client file, sent for DocuSign signature

Follow-up email

Standard CRM: Written from scratch

Marloo: Drafted from the meeting, ready to send

What a standard CRM includes varies by product and plan. See the full feature comparison →

Moving from your current CRM

You do not rebuild your book by hand.

Export your client data

Most CRMs let you export your clients, households, notes, documents and tasks yourself.

Import it into Marloo

Upload the file in Settings, or let our team migrate it for you. Migration is free on the Firm plan.

Check it and start

We email you when the import is complete. Check your records, then run your next meeting in Marloo.

Advisors who run their practice on Marloo

Two firms, in their own words.

OvernightMoved off its old CRM

“My team woke up the next day and we were no longer using our old software.”

Gurtej VarnWhite Coat Financial

Read the case study →

$4.5M (CAD)New assets in two months, from one question

“It built us a list of those opportunities, and we were able to bring in $4.5 million of assets under management.”

Corbin CarlyonWhitewater Financial

Read the case study →

Built for client data

SOC 2 Type 2

Independently audited security controls.

US data residency

US firms’ client data is stored in the US.

Zero data retention

Our AI model providers do not keep the data they process for Marloo.

No model training

Your client data is never used to train AI models.

Visit the Trust Center →

Simple pricing

Pro is US$149 per advisor per month and includes account forms. Support staff seats are free. Firm is US$299 per advisor per month and includes free CRM migration. Both come with a two-week free trial.

See all plans →

Questions advisors ask before they switch

Short answers. Bring the rest to the demo.

Yes. Marloo holds your client records, households, tasks and calendar, with meetings, documents and custodian data in the same place.

Pro is US$149 and Firm is US$299 per advisor per month, and support staff seats are free.

Yes. Import your client data yourself, or our team migrates it for free on the Firm plan.

Marloo is SOC 2 Type 2, stores US client data in the US, has zero data retention with AI model providers and never trains models on your data.

More than 120 custodians through Morningstar ByAllAccounts, including Fidelity, Pershing, Altruist, Raymond James, SEI and LPL, with holdings synced daily.

Account setup takes minutes, and we email you as soon as your CRM import is complete.

Yes. Pro and Firm both come with a two-week free trial.

Your clients in one record.
The work done from it.

See Marloo in a 30-minute demo with the US team.

Book a 30-minute demo

With the US team, built around the CRM you use today.

30 minAmerica/New York

Not ready to talk? Start a two-week free trial →

For independent advisors and RIAs

A CRM for financial advisors that does the work around every client.

Marloo is an AI CRM. It logs meeting notes to the client record, drafts review prep and follow-ups, fills account forms for DocuSign signature, and keeps custodian holdings in the client file.

Client records, households, tasks and documents in one place
Account forms filled from the client file, then sent for DocuSign signature
Custodian holdings connected through Morningstar ByAllAccounts
Meeting notes, review prep and follow-ups drafted for you to check
The notetaker is included, so there is no separate subscription to pay

Book a 30-minute demo

With the US team, built around the CRM you use today.

30 minAmerica/New York