Is Marloo a CRM?
Yes. Marloo is an AI CRM for financial advisors. It holds your client records, meetings, documents and custodian data in one place. It connects client records, custodian accounts and market data to find the work worth doing across your book, and then does that work for you.
What Marloo does as a CRM
The basics of a CRM are all here, and the AI works from the same record.
One record for every client.
Custodian data in the record.
Clients, households, tasks and your calendar, with meetings, notes, emails, files and documents in the same place.
Connect your custodian accounts through Morningstar ByAllAccounts. Holdings sync daily into each client record.
Work found across your book.
Ask, and get the list.
Ask a question across every client, such as who is sitting on idle cash, and get the list with the reason.
Marloo drafts the list. Nothing happens until you approve it.
The work done for you.
Drafted from the client record.
Meeting notes, review prep, follow-up emails and account forms are drafted from the client record for you to approve.
You review and approve each draft before it goes anywhere.
Advisors love Marloo
Does Marloo replace my CRM?
Yes. Marloo replaces your CRM. It holds your client records, households, tasks and calendar, so there is nothing left to keep in the old system. You can import your data from Redtail or Wealthbox, and our team can run the migration for you, free on all plans.
Is Marloo an AI note taker?
Yes, and the best one for financial advisors. Note taking is one part of what Marloo does. Marloo records your meetings in person or on Zoom, Teams and Google Meet and logs the notes and tasks to the client record. Then it uses that record, with your custodian data, to do the rest of the client work.
Who Marloo is for
Marloo is built for independent financial advisors and RIAs in the US who want a CRM that does the client work, not just stores it. Support staff are part of the same record.
Questions about Marloo as a CRM
Yes. Marloo is an AI CRM for financial advisors. It holds your client records, meetings, documents and custodian data in one place, and does the work around each client for you.
Yes. Marloo holds your client records, households, tasks and calendar, with meetings, documents and custodian data in the same place.
Yes. Export your data from Redtail or Wealthbox and import it into Marloo yourself. Or our team migrates it for you, free on all plans.
Yes, and the best one for financial advisors. Note taking is one part of what Marloo does. Marloo logs notes and tasks to the client record and uses that record to do the rest of the client work.
You connect your custodian accounts through Morningstar ByAllAccounts, which covers more than 120 custodians. Holdings sync daily into each client record.
No. Marloo drafts the list, the email or the proposal, and nothing happens until you approve it.
Independent financial advisors and RIAs in the US who want a CRM that does the client work as well as storing it.
