Ask Marloo

Ask across your whole client book.

Ask Marloo is the AI assistant built into every meeting, client and document. Draft, edit and plan from the page you're on, or ask one question across your entire book.

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Ready when you are.

What should we start with?

Show my overdue tasks

Reset my priorities

Find recent client updates

Up next

Open meetings

9:30AM

Sarah and James Patel

Annual review

Zoom

11:00AM

Margaret Chen

Initial consultation

In person

2:15PM

Tom Reilly

Portfolio check-in

Teams

Which clients are exposed to the latest repo rate change?

Searching meetings, emails and client records

Three clients are most exposed to the SARB's 0.25% repo rate cut:

Sarah and James Patel - R1.8m home loan linked to prime. Repayments fall by about R300 a month.

Client record

Helen Morris - 60% of her portfolio is in fixed deposits maturing in the next 90 days.

Portfolio · 30 Sep

Tom Reilly - asked about fixing the rate on his bond in your last meeting.

Meeting · 12 Sep

Ask Marloo anything...

Why it helps

Data you have into
data you can use.

Your meetings, documents, emails and client records already hold the answers. Ask Marloo turns them into drafts, edits and next steps, from one client or across your whole practice.

Write a draft

Make a follow-up email, client brief or meeting plan from the page you're on.

Make an edit

Change words, tone, tables or whole sections of a document.

Spot what you'd miss

Rate moves, lapsed reviews and missed follow-ups, surfaced across every client.

How it works

Ask anything. Marloo knows where to look.

Open Ask Marloo from any client, meeting or document and it already has the context. Or ask from anywhere and it searches every client, meeting, document and email in your book.

Ask, however works for you

Type it or speak it, from wherever you are already working in Marloo.

Answers from your own book

Every meeting, document, email and client record it has access to.

Trace it, then act on it

See exactly where an answer came from, then turn it into a draft, edit or task.

What advisers say about Ask Marloo

“I asked Marloo which clients we had discussed estate and succession planning with. It came back with the full list. I can do that for any planning topic, any goal mentioned in any meeting, any commitment made by anyone on the team. Across nearly 250 clients.”

Paul BartlettFounder, Piccadilly Wealth

“I have had over 150 conversations with Marloo in the last three months. That is how I run this practice now. It gives me complete visibility across the team and the whole book at any moment.”

Josh ColiganFinancial Adviser, Future Ready Financial Planning

“The learning curve is nowhere near as steep as other options out there. It just seems to really extract that financial information really well, and the way it couches it in the right kind of language.”

Justin DoyleFinancial Adviser, BIS Cosgrove

“Talk to Marloo is here! Love it!”

Tom BarlowAdviser, Roskow

Read all customer quotes

What Marloo can see

What's open, or your whole book.

Ask Marloo can use the client, meeting or document you're working in, or reach across everything at once without opening anything first.

Ask about a single client, meeting or document

Ask across your whole client book, every meeting, document, email and client record, all at once

Every answer links back to its source, wherever it came from

You can speak your question, or search the web

Keep exploring

More features of Marloo

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.

Explore Client View

Thabo Nkosi

Individual

Net worth

R18,450,000

Assets

Unit trustsR7,749,000

Retirement fundsR5,535,000

BondsR3,321,000

Cash and propertyR1,845,000

Potential gaps

Worth a closer look

Marloo found two areas to review before the next meeting.

Risk profile

Growth

ConservativeGrowth

Thabo is comfortable with a growth portfolio and short-term market swings. His long time frame supports a higher allocation to growth assets.

Milestones

Key dates ahead

SEP

2026

Home loan rate reviewPayment may rise by ~R12,400/month. Review refinancing options.

OCT

2026

Retirement contribution reviewCheck contributions and available tax deductions.

JUN

2027

Record of Advice dueRefresh objectives, risk profile and recommendations.

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, summarised and ready to scan.

Text, attachments, and images. Nothing missed.

Draft replies, prep for meetings, generate documents. All from your email history.

Explore Emails

Ask Marloo

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.

Set up workflows once. Marloo runs them every time.

Explore Tasks

Tasks

+ New

To-do5

In progress1

Completed2

Filter

Remind date

Send follow-up email to Alice following our meeting

1d agoAlice Wright

Check in with Steve about our upcoming meeting and do meeting prep

TomorrowSteve Murray

Draft and send record of advice for Jane

In 2 daysJane Patel

Research new ETF options for fixed income

1d agoSarah Chen

Review Q1 portfolio performance

In 3 daysBen Thompson

See all features

Trusted by the best advisers

Frequently asked questions about Ask Marloo

No. Ask Marloo is grounded in your firm's own data, every meeting, document, client record and email in your book, not a generic model with no context of your practice. Ask about a single client or across your whole book; either way, every answer is traceable back to its source.

Yes. It can write an email from the page you have open, then open the draft in Gmail or Outlook.

Yes. Ask Marloo can change words, tone, layout and tables. You can undo a change.

Yes. Client View shows source links. In a meeting or document, you can ask where a detail came from.

Yes. Use the microphone button or the Option + Space shortcut to dictate questions and instructions in Marloo.

Yes. It can search the web when you need outside information. Check client facts against the client record.

Yes. Team members can ask about the meetings and clients they have access to.

No. Your chat history is private to you. You can reopen previous conversations from the same working surface when you need to continue.

Your calling is advice,
not admin

Set up in minutes. Start with your next meeting, completely free.

Start with your next meeting

See it in action