What is Marloo?
Marloo is the AI CRM for financial advisors. It keeps every client record in one place and does the work around each client: meeting notes, financial plans and tax plans, forms and follow-ups. You review everything before it goes anywhere.
What Marloo does
One client record, and the AI works from it.
Keeps the client record.
Answers across your book.
Clients, households, tasks and your calendar, with meetings, notes, emails, files and documents in the same place.
Ask a question across every client, such as who is sitting on idle cash, and get the list with the reason.
Takes your meeting notes.
Logged to the client record.
Records meetings in person or on Zoom, Teams and Google Meet, and logs the notes and tasks to the client record.
You review everything before it goes anywhere.
Teams · 2:00pm to 2:32pmWrites your client documents.
Handles forms and follow-ups.
Marloo writes full financial plans and tax plans from the client record, in your firm’s own templates.
Marloo fills the forms you open, from the client’s record. You review and submit. Review prep and follow-up emails are drafted for you too.
How Marloo differs from an AI note taker
Marloo is the best AI note taker for financial advisors, and note taking is one part of what Marloo does. An AI note taker stops at the summary. Marloo logs the notes and tasks to the client record, then uses that record to write the financial plan or tax plan, fill the form and draft the follow-up.
Advisors love Marloo
“We thought our existing AI notetaker was great… until we used Marloo. It's a 100% step up in quality, speed and ease of use. The customizable templates are a gamechanger. We've moved the whole Financial Planning team to Marloo.”
Rebecca Aldridge
Director, Balance Wealth
“It's so refreshing to finish a meeting and have all the notes captured perfectly, with documents generated quickly and easy to understand. Marloo has made our advice process faster, simpler, and more collaborative.”
Matt Thomson
Director, Simple Advice
What Marloo replaces
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 CRM migration is free on all plans.
Who Marloo is for
Independent financial advisors and RIAs in the US who want a CRM that does the client work, not just stores it. Support staff work in the same client record.
What Marloo connects to
Custodian data comes through Morningstar ByAllAccounts, which covers more than 120 custodians, and holdings sync daily into each client record. Marloo also works with Zoom, Microsoft Teams and Google Meet, Google Calendar and Outlook Calendar, Gmail and Outlook email, Google Drive, OneDrive and SharePoint (read only), and DocuSign for signatures. Redtail and Wealthbox are import only: you bring your data across once.
Where Marloo is available
Marloo is available to advisors and RIAs in the United States. It also works in Canada, the United Kingdom, Ireland, Australia, New Zealand and South Africa, each with its own site.
Questions about Marloo
Marloo is the AI CRM for financial advisors. It keeps every client record in one place and does the work around each client: meeting notes, financial plans and tax plans, forms and follow-ups.
Marloo is built by co-founders Hardy Michel, Shakeel Lala and Ben Robertson. Before Marloo, the founders helped scale the retail investing companies Sharesies and Lightyear. A third of the team have worked as financial advisers.
Advisors use Marloo to keep the client record, log meeting notes, write financial plans and tax plans, fill account forms, prepare for reviews and draft follow-up emails.
Yes. Marloo is an AI CRM. It holds your client records, households, tasks and calendar, with meetings, documents and custodian data in the same place, and does the work around each client for you.
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 write financial plans and tax plans, fill forms and draft follow-ups.
Marloo imports your data from Redtail or Wealthbox. Export a backup, import it into Marloo yourself, or have our team check the import. CRM migration is free on all plans. Marloo replaces your CRM, so you do not keep the old one running.
You connect your custodian accounts through Morningstar ByAllAccounts, which covers more than 120 custodians. Holdings sync daily into each client record.
Yes. Marloo is available to financial advisors and RIAs in the US. Book a demo with the US team to see it.
