Focus on clients not paperwork
AI tools don't get financial advice. Marloo does.
Set up in minutes, not months. See how Marloo is different
Works everywhere
Handles meetings and documents. Whether it's Teams calls, uploaded files, phone conversations, or voice notes - Marloo seamlessly processes any input without disrupting how you work.
Ask Marloo anything
Instant access to everything. Ask about any client detail, policy, or conversation from years of meetings and documents. Get answers in seconds, not hours of searching through files.
Built for advice
Built by advisers, for advisers. Understands compliance requirements, regulatory language, and advice processes. Generate fact-finds, advice documents and review letters that sound exactly like you wrote them, effortlessly.
During the meeting,
Marloo takes notes for you, so you can focus
Connect your Outlook or Google Calendar and Marloo can join any meeting platform of your choice. Or use the mobile app to record in-person meetings
Marloo can join any meeting platform
Use the app to record in-person or phone calls
Marloo identifies who's talking in real time
After the meeting,
Get a summary in your tone of voice instantly
Marloo lets you set up templates that sound just like you, not a robot. Start from one of our templates, provide an example, or use AI to describe exactly what you need.
Automatically generates accurate files notes
Use custom templates to get perfect formatting
Edit the summary directly, just like Word
1. Financial Position Overview
Portfolio: Sarah's portfolio is currently valued at $1.1 million, representing a 7% increase YTD. It is well-diversified across equities (70%), fixed income (20%), and alternative investments (10%), aligning with her high-growth strategy and risk tolerance.
Cash Reserves: Her readily accessible cash reserves are currently $40,000, which is below the recommended 3-6 months of living expenses (estimated at $60,000 - $80,000).
Recommendation: Discussed the importance of increasing her cash reserves to at least $60,000 to provide a buffer for unexpected expenses and maintain financial stability.
2. Goals and Objectives Review
Long-term growth: Achieve an average annual return of 8% on her investment portfolio over the next 10 years.
Portfolio stability: Maintain a diversified portfolio with a risk profile that aligns with her long-term goals and risk tolerance.
Sustainability: Incorporate ESG (Environmental, Social, and Governance) factors into her investment strategy.
Ask Marloo anything,
Get instant answers across all your data
Marloo knows everything about a client, from previous meetings to documents and files. Just ask a question and Marloo will search everything to get you an answer.
Draft follow up emails
Catch up on previous meetings before a review
Pull out key quotes in clients own words
Advisers love Marloo
“Marloo is seriously impressive. I used to spend over two hours preparing meeting summaries—now it's 20 minutes, with more clarity and the full client history itemised right after the call. That first meeting was 90 minutes and it nailed it. You've got a client for life.”
Aaron D'Souza
Director, LESA Financial
“It's hard to explain the relief Marloo brings. It turned the most dreaded part of my day into something quick and even enjoyable. I used to feel stuck in a treadmill of notes and compliance. Now I've reclaimed hours each week, increased client capacity without adding overhead, and genuinely love how much easier my job feels. The ROI is undeniable.”
Will Powis
Financial Adviser, Wisely Finance
“Marloo is already saving me serious time—and that'll only grow. It's the first AI notetaker that truly fits how my business works. You can customise what it captures and how it summarises. Other tools treat a chat about the weather the same as risk profiling—Marloo doesn't. The team is constantly improving the product based on real feedback.”
Terry Vogiatzis
Director, Omura Wealth Advisers
“We brought in Marloo to streamline admin across 550+ meetings a month and improve the client experience. Their tool is focused, adaptable, and genuinely built to boost productivity. But it's done more than save time—it's sparked curiosity, energised our team, and deepened client relationships. It's transformed how we work.”
Georgie Miles
COO, Advicefirst
Privacy is paramount
We designed Marloo with privacy and security at its core. From the latest encryption standards to robust compliance measures, your data is always protected.
Advanced data controls
Opt to automatically delete recordings or transcripts whenever you choose, ensuring seamless compliance with your needs.
SOC 2 & GDPR compliant from day one
We've been SOC 2 type 2 and GDPR Compliant before anyone used Marloo, which means we've had processes in place to protect your data since day one.
Your data, your choice
We have regional data centers to ensure your data stays under your control.
Marloo Trust Center
We're wrapping Marloo in best-in-class privacy and security standards. Visit our Trust Center to learn more.
Your calling is advice,
not admin
Try Marloo for your next meeting – it's completely free to get started.
Try Marloo for freeBook a free demoFrequently asked questions
Anyone who hates admin! We work with all types of advisers, from independent advisers to multi-billion AUM wealth managers.
Absolutely not. We believe in human led advice. Your value has never been in doing admin work – it's by being client facing and building great relationships.
No - we don't sell client data. Our only focus is on helping advisers eliminate their manual back office tasks.
Yes! You can easily upload meeting templates or client data to Marloo at any time.
Absolutely. Our AI goes beyond simple meeting summaries. We tailor our product to your firm's specific practices, ensuring notes are captured in your unique style and level of detail.
Not at all – in fact most advisers get fully set up in less than 10 minutes.
Yes! You can ask Marloo anything about any previous client interactions, data or summaries. We don't want you to miss a beat!
Yes, Marloo Teams allows you to manage your team and streamline your practice. Features include adding/removing team members, setting permissions, managing billing and templates, and monitoring compliance.
Marloo's AI empowers you to create accurate, compliant file notes with greater efficiency. Our advanced language models generate drafts, but you retain ultimate responsibility for reviewing, editing, and finalising the documents.
Transparency and client control are paramount. Marloo allows you to configure prompts to obtain explicit consent before recording any client interaction. This consent is securely documented within the system, ensuring compliance and maintaining trust.
Marloo streamlines compliance, giving you greater efficiency and control. Our AI identifies required disclosures and understands the intent behind client/adviser statements, ensuring nothing is missed. You can even add custom language to notes for precise documentation. Marloo Teams takes this further with firm-wide oversight, moving you from sample-based compliance to 100% coverage, reducing risk, and saving valuable time.
Marloo integrates with Outlook or Google calendar – and you can take calls on any meeting platform, including Zoom, Google Meet, Microsoft Teams, Webex and more. We can also cater to custom integrations with any other tool you might use.
We have offices in Sydney, Australia and London, United Kingdom.
It's a nod to our co-founder Hardy's childhood. He learned to sail in an Optimist dinghy named Marloo – and the name stuck!
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