Marloo for Enterprise
Give every team the client access it needs.
Your advisors and support teams can work from the same client record, with access to the books they cover. Managers can see all clients in their firm.
Private client books
Example firm
Alex Rivera
The Client Support user group gives Alex access to Maya’s book.
- Maya’s bookVisible
- Evan’s bookRestricted
Robin Chen’s annual review
While Maya’s out, Alex drafts Robin’s review from the notes Alex can see. Maya checks it when she returns.
What your IT team can review
Sign in with your identity provider
Enable SAML single sign-on with Microsoft Entra ID, Google Workspace or another SAML 2.0 provider. Marloo verifies your domains before the connection goes live.
Review your firm’s requirements
Bring your requirements for network access, data retention, storage location or custom integrations. We’ll confirm what Marloo can support as part of your agreement.
Start with one team and one client review
Set up one team
Pick the advisors and support staff who’ll run the pilot. Agree who should see each client book.
Import a CRM export
Bring over client records from a supported export and check what came across before the team starts.
Run a client review
Have support prepare a review and the advisor check it. Use what you learn to set up the next team.
Frequently asked questions
Advisors listed on the record and teammates with a user group grant can see the client. Admins and managers can see all clients in their firm.
Yes. SAML single sign-on is available on Enterprise agreements. Your IT team will need admin access to your identity provider.
What comes across depends on your CRM and its export. Tell us which CRM you use and we’ll confirm what can move.
Tell us how many advisors are in your firm, which CRM you use and what you need from rollout. We’ll work through the scope with you and put together a quote.
Plan your rollout with Marloo
Bring the workflow you want to run first and any requirements your IT team needs to review.
