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

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Plus

$99 / 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 been a game changer for us. The next step is to tailor the templates to align more with our approach and process. The product enhancements are valuable to us.

Dale Eriksen

Advisor

,

Roskow Independent Advisory

It was awesome, I am completely sold it made my life so much easier. I am looking forward to seeing how this platform develops over the future.

Chloe Robertson

Advisor

,

Certus NZ

I used it twice today, notes taken. It exceeded my expectations and clients will also impressed. Once I get the review templates sorted, this is going to be an important tool for financial planning. / I am loving this software. It's next level. / Can you believe I am speaking to a competitor about your company. They have asked me to show them a demo. I demoed it to an old friend and now they all want to come on board. / I honestly love it. If there's anything in my career today that's changed my world the most, this is it. Seriously, I'm not saying that just to fluff you up - I was a bit dubious at first because I didn't know whether the idea of actually having someone listening in (was great), and I thought clients might be a bit more guarded with what they say. Not only has that not taken place, but I've realized how much I had been missing in conversations.

Simon Hepple

Senior Adviser

,

Pie Funds

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 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 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.

Which apps does Marloo integrate with?

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.

Where are you based?

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