Integrations
Custodian holdings, meetings, email and files, in the client record.
Marloo connects to your custodians, calendar, inbox and files, so review prep, meeting notes and follow-ups start from one client record. Account forms go out for DocuSign signature from there too.
Custodian data
Client holdings from 120+ custodians, connected to the client record
Marloo connects to more than 120 custodians through Morningstar ByAllAccounts, including Fidelity, Pershing, Altruist, Raymond James, SEI and LPL. Holdings sync daily. Transactions don’t sync yet.
You link each account to the right client, then the holdings sit in the client’s Data tab. Ask Marloo what a client holds, or compare their allocation with your firm’s targets before a review.
How custodian data worksAnd 110+ more through Morningstar ByAllAccounts. Included on Pro. We switch the connection on for your firm.
What else Marloo connects to
Each connection has a step-by-step guide in our help center.
Meetings and calendar
Zoom, Microsoft Teams and Google Meet
Marloo joins your video meetings as a guest you admit, then writes the notes to the client record.
Google Calendar and Outlook Calendar
Connect your calendar and Marloo finds your client meetings and joins them.
Files
Google Drive
Link a client’s folder and its files become searchable in Marloo. Access is read only.
Microsoft 365: OneDrive and SharePoint
Rolling out to firms nowLink a client’s OneDrive or SharePoint folder and its files become searchable in Marloo. Access is read only.
Forms and research
DocuSign
Included on ProSend filled account forms and documents for signature from your own DocuSign account. The signed copy comes back to Marloo.
Morningstar
US firms: ask us for accessFund research and portfolio analysis from Morningstar, in any Marloo chat and in the context of the client.
Automation and sign-in
Zapier and Make, through webhooks
Send documents, meeting summaries and transcripts to your other systems when Marloo creates or updates them.
Single sign-on
Enterprise agreementsYour team signs in with your identity provider, including Google Workspace and Microsoft Entra ID, or any SAML 2.0 provider.
Moving from Redtail or Wealthbox
Bring your client records across
Export a backup from Redtail or Wealthbox and import it into Marloo. Clients, households, contact details, tags, meetings, notes and tasks come across. The Firm plan includes free CRM migration, with our team checking the import.
“My team woke up the next day and we were no longer using our old software.”
Use Marloo with Orion
If your firm runs on Orion, tell us. We’ll be in touch about using Marloo alongside it.
Your client data stays protected
- SOC 2 Type 2
- US data residency
- Zero data retention with AI model providers
- Client data isn’t used to train models
Questions, answered
Which custodians does Marloo connect to?
More than 120 through Morningstar ByAllAccounts, including Fidelity, Pershing, Altruist, Raymond James, SEI and LPL.
How often does custodian data update?
Holdings sync daily. Transactions don’t sync yet.
Can we move our clients from Redtail or Wealthbox?
Yes. Import your Redtail or Wealthbox backup, and the Firm plan includes free CRM migration.
Can Marloo change files in our Google Drive or SharePoint?
No. Marloo has read-only access to the folders you link.
Does Marloo work with Zoom, Teams and Google Meet?
Yes. Marloo joins as a guest you admit, and the notes go to the client record.
What does Marloo cost?
Pro is US$149 per advisor per month, and support staff seats are free.
See Marloo with the tools your firm uses
Book a demo and we’ll walk through the connections your firm needs, from custodian data to DocuSign.
