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

Plus

£99 per 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

I thought your app was incredible and saved me about 2-3 hours of work today. Congratulations on designing the best file note app for Advisors on the market/ Happy to join Marloo which is incredible./ Since using the Marloo app as a Financial Advisor, the efficiency, accuracy, and time savings within my practice have fundamentally changed the way I interact with my clients. I am now able to focus entirely on their goals and needs, rather than spending valuable time writing and trying to recall conversations from our meetings. The file notes are generated quickly and accurately, saving an extraordinary amount of time once each meeting has concluded. This has significantly improved both my workflow and the overall client experience. Congratulations to the Marloo team for designing what I believe is the best app available for Financial Advisors.

Brett Ellis

Director

,

Ellis Financial, Perth

Shak - I am loving it it's a game changer.... It's scarily accurate with regards to capturing notes and action points....

Scott Lewis

Mortgage Adviser

,

Flax Street

I am genuinely very very impressed with the tool you have built. Over the long-run, I have no doubt that your tool will be even better - The quality of output in doc gen far exceeds what I've seen and I barely have to make any amendments

Matt Jenkins

Advisor

,

Lifetime Financial Management & Planning

I have used everything from paper to a whiteboard for over 14+ years as an adviser, so genuinely mean it when I say "game changer"!

James Polson

Advisor

,

Amicus, Christchurch

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 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.

Where are you based?

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