Set it once
Upload your investment policy, approved product list and client agreements. Write your instructions once, in plain language.
Marloo Knowledge
Marloo learns to work the way your firm does.
Tell Marloo how your firm works once. Every meeting note, CRM note and financial plan it produces from then on starts from your firm’s own definition of good, not a generic one.
Why it helps
Less correcting. More advising.
Knowledge builds your firm’s standard, and the SEC’s and FINRA’s, into every draft, so the output reflects how your firm advises before anyone touches it. Less time fixing, reviewing and sending drafts back. More time on the advice itself, and the clients it’s for.
Every output follows it
Meeting notes, CRM notes, client emails and financial plans all start from your firm’s standard automatically.
It remembers how you work
Marloo tracks how each advisor writes over time, visible and editable, layered on top of the firm’s rules.
How it works
Three layers. The same ones your firm already runs on.
Regulation, network, company and individual, each shaping the work before it’s written, not after.
Regional
The legal and regulatory floor Marloo maintains for the US, from SEC and FINRA rules to IRS limits. Locked, so it’s always current.
Company
Your investment policy, compliance documentation, approved product list and the instructions every advisor should follow.
User
How you personally write. Marloo remembers it over time, and you can see and edit what it’s learned.
What advisors say about Marloo’s knowledge
Active context
Knowledge shapes the draft, not just the review.
Once your firm’s standards are in, they apply everywhere Marloo writes, without you setting anything up per document or per advisor.
Company instructions apply to every advisor’s output, automatically
User preferences layer on top, without touching firm-wide settings
SEC and FINRA baseline included by default, no setup required
Files, links and plain-language instructions all count as knowledge
Client View
Everything about your client,
always up to date
Every meeting, document, email, task, and note for every client in a single timeline. Instant context before any interaction. No more digging through folders and inboxes.
Every client interaction in one timeline. Meetings, documents, emails, tasks.
Instant context before every client interaction.
Search across all client data in seconds.
Emails
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, summarized and ready to scan.
Text, attachments, and images. Nothing missed.
Draft replies, prep for meetings, generate documents. All from your email history.
Tasks
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.
Trusted by the best advisors
Frequently asked questions about Marloo Knowledge
Files, links and plain-language instructions. Upload your investment policy, approved product list and client agreements, or write instructions in your own words.
No. The regional baseline for the United States is included by default. Marloo maintains it and it’s locked, so it’s always current.
Meeting notes, CRM notes, client emails and financial plans all start from your firm’s standard, without setup per document or per advisor.
Yes. User preferences layer on top of company instructions without touching firm-wide settings.
Yes. Marloo remembers how you write over time, and you can see and edit what it’s learned.
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
