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

Custom branding

Priority onboarding & support

Get 7 days free

Trusted by the best

Advisers love Marloo

Marloo has really transformed the way we do things and made note taking and record keeping a breeze. It has probably freed up somewhere between 5-10 hours in our business each week so we can spend more time with clients and growing our business.

Kevin Smee

Director

,

Solutions Financial

Marloo tackles the relentless post-meeting admin and compliance burden head-on. I've reclaimed hours every single week, fundamentally shifting my focus from tedious tasks back to high-value client strategy. It's indispensable.

Matthew Pelizzari

Financial Planning Partner

,

Oreon Partners

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 solutions

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

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.

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.

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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.

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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!