Plans & Pricing

Marloo is designed to save your team 10hr per week

Free

Free with no credit card required

First 10 meetings included

Ask Marloo AI

Create 5 custom templates

Get started

Pro

$99 AUD / user per month

Unlimited meetings

Unlimited Ask Marloo AI

Unlimited custom templates

Priority onboarding & support

Support staff are free

Get 7 days free

Enterprise

Custom pricing

Everything in Pro

Dedicated support

Custom integrations

SLAs

Analytics & reporting

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Trusted by the best advisers

Advisers love Marloo

Marloo has solved a lot of issues around record keeping in our business, improved communication between advisers and support staff plus saved time in preparing notes/emails and reports/ Excellent – a real game changer for my record keeping and summaries for clients needs. First time was easy – I've a feeling I'll just get better and even more efficient.

Jason Vokes

Advisor

,

Wealthpoint North

It's so refreshing to finish a meeting and have all the notes captured perfectly, with documents generated quickly and easy to understand. I used to leave meetings feeling exhausted at the thought of writing up notes and completing reports. Now I leave feeling energised and ready for the next meeting. A great bonus is how my team can go into the meeting record and ask Marloo questions like, 'Did Matt ask this?' So when I'm back in the office, they're not bombarding me with follow-ups. Instead, they're saying, 'Hey, you mentioned doing X, would you like me to arrange that?' It's absolutely awesome. Marloo has made our advice process faster, simpler, and more collaborative.

Matt Thomson

Director

,

Simple Advice

Marloo saves me a huge amount of time, it allows me to complete meeting summaries and send follow up emails to clients in a fraction of the time that it used to take. This allows me to achieve more in a day, making our service more efficient and faster for our clients. / God Marloo is useful mate! / Jack this is cracking stuff. I am very impressed with how intuitive Marloo is. It has interpreted my handover incredibly well, so well I am actually slightly confused how it has done it / Good catch up today Jack, thank you for your time, you guys are building a spectacular product!/ It is clear and concise and from my experience of AI offerings so far in the financial advisory market, I would choose this one in a heartbeat. I can see where you want it to go, and I am sure it will be great.

Bertie Scott-Hopkins

Chartered Financial Planner

,

EXE Capital Management

Brother I love Marloo, it's a bloody legend not unlike our Glorious Crusaders. Now I know how to use it, I'm all over it like a tall dog, guess I need to start paying you chaps some dough / Yes mate use as much quote as you like. Just producing those summaries is such a saving of time and using so many templates including our own is wonderful, its all about giving me back time. Priceless, thanks mate

Craig Smith

Director

,

Smiths NZ

Frequently asked questions

Who is Marloo for?

Anyone who hates admin! We work with all types of advisers, from independent advisers to multi-billion AUM wealth managers.

Does this replace me as an adviser?

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.

Will you sell my data or use it for training?

No - we don't sell client data. Our only focus is on helping advisers eliminate their manual back office tasks.

Can I use meeting templates and client data I already have outside of Marloo?

Yes! You can easily upload meeting templates or client data to Marloo at any time.

Can AI really take notes like I would?

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.

Is it hard to set up?

Not at all – in fact most advisers get fully set up in less than 10 minutes.

Can I chat with Marloo?

Yes! You can ask Marloo anything about any previous client interactions, data or summaries. We don't want you to miss a beat!

Can I create and manage a team?

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.

How do you mitigate against errors when creating notes?

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.

How do you handle and store client consent?

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.

Will my compliance officer approve this?

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.

Where are you based?

We have offices in Sydney, Australia and London, United Kingdom.

Where does the name Marloo come from?

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!