AI tools for financial advisors in the United States.
Marloo handles the admin so you can focus on advice. Explore the tools that turn every client interaction into work already done.
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 from client context
Upload each fillable PDF once. Marloo uses the client context you select, while your firm decides what gets filled and what stays fixed.
Reusable fillable PDFs in one shared firm library.
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 next step ready to move.
Once you generate the meeting summary, Marloo pulls out the actions, follow-ups, and next steps. Each task stays connected to the client and the conversation behind it.
Turn the agreed actions in a meeting summary into clear tasks.
Every task connected back to the client and the moment it came from.
Priorities, dates and owners ready for review.
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.
Your calling is advice,
not admin
Set up in minutes. Start with your next meeting, completely free.
Start with your next meetingSee it in action
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