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 per user per month

Unlimited meetings

Unlimited Ask Marloo AI

Unlimited custom templates

Priority onboarding & support

Get 7 days free

Enterprise

Custom pricing

Everything in Pro

Dedicated support

Custom integrations

SLAs

Analytics & reporting

Reach out

Trusted by the best advisers

Advisers love Marloo

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 Weath Advisers

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

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

Frequently asked questions

Does Marloo do more than just notes?

Yes, Marloo is your complete AI assistant that handles:

- Document generation (advice letters, suitability reports, annual reviews)

- File processing (upload documents, get summaries and analysis)

- Voice memos (dictate thoughts, get professional documentation back)

- Instant search (find anything across years of client information)

- Team collaboration (share and build on client records together)

And more!

Who is Marloo for?

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

Marloo is your complete AI assistant - not just meeting notes, but document generation, file processing, and everything that keeps you from your clients.

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!