Marloo

Who is Marloo for?

Financial advisors, and support staff across wealth management, financial planning, insurance, and mortgage advice. We work with all types of advisors, from independent advisors to large multi-advisor firms. Anyone who wants to work at the cutting edge of AI in financial advice and is ready for a true AI partner for their practice.

What can Marloo do beyond meeting notes?

Marloo is the AI partner for financial advice, not just a notetaker. It does the work that surrounds advice so advisors can focus on clients. Generate advice documents, manage tasks, fill forms, draft emails, and build a complete picture of every client relationship over time. Ask Marloo anything and it gets straight to work. The longer you use it, the more it can do for you.

Does Marloo only work for meetings?

Marloo is much more than a notetaker. Meetings are just the starting point. Upload client documents, connect your inbox, generate advice documents, manage tasks, and fill forms. Everything flows into one complete picture of every client relationship. The longer you use Marloo, the more it can do for you.

Can I chat with Marloo?

Yes. Ask Marloo anything about any client — previous meetings, documents, emails, and files. Get an answer in seconds, or ask it to act and it gets started straight away.

Is there a free trial?

Yes. Marloo is free to get started. Set up in under 10 minutes and try it on your next meeting. No credit card required. You can also book a demo or talk to our team at any time.

Is it hard to set up?

Not at all. Most advisors are fully set up in under 10 minutes.

Does this replace me as an advisor?

Financial advice will always be human led. Marloo handles everything around the advice so advisors can focus on what only they can do. The relationships, the judgment, the trust. That is irreplaceable.

Will my compliance officer approve this?

Marloo is built for the way compliance actually works in financial advice. It understands regulatory language, identifies required disclosures, and supports firm-wide oversight. Marloo Teams moves you from sample-based compliance to full coverage across every client interaction.