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!

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.

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.

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

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.

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

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.

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.

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.

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.

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