AI for Wealth Managers
Your clients trust you with their future. Spend your time on strategy, not admin.
Your clients trust you with their life savings. Their retirement. Their children's inheritance. Their financial future. That trust isn't given lightly - it's earned through years of thoughtful advice, careful planning, and being there when markets get rocky.
But the admin is relentless.
You finish an annual review - a rich conversation about goals, risk tolerance, portfolio performance, estate planning, tax strategies - and then you're facing hours of documentation...
Generic AI doesn't understand wealth advice. Marloo does.
See how EXE Capital is building the advisory firm of the future
Works across every client touchpoint
Annual reviews, portfolio discussions, estate planning conversations - Marloo captures complex wealth discussions whether they're on Teams, Zoom, or in your boardroom.
Instant client intelligence
What's their risk tolerance? When did we discuss the rebalance? What were their retirement goals? Get instant answers from years of client conversations.
Built for sophisticated advice
Marloo understands wealth management language - risk profiles, asset allocation, tax strategies. Generate SOAs, annual review letters, and file notes that reflect the sophistication of your advice.
During the meeting,
Marloo takes notes for you, so you can focus
Connect your Outlook or Google Calendar and Marloo can join any meeting platform of your choice. Or use the mobile app to record in-person meetings
Marloo can join any meeting platform
Use the app to record in-person or phone calls
Marloo identifies who's talking in real time
After the meeting,
Get a summary in your tone of voice instantly
Marloo lets you set up templates that sound just like you, not a robot. Start from one of our templates, provide an example, or use AI to describe exactly what you need.
Automatically generates accurate files notes
Use custom templates to get perfect formatting
Edit the summary directly, just like Word
1. Financial Position Overview
Portfolio: Sarah's portfolio is currently valued at $1.1 million, representing a 7% increase YTD. It is well-diversified across equities (70%), fixed income (20%), and alternative investments (10%), aligning with her high-growth strategy and risk tolerance.
Cash Reserves: Her readily accessible cash reserves are currently $40,000, which is below the recommended 3-6 months of living expenses (estimated at $60,000 - $80,000).
Recommendation: Discussed the importance of increasing her cash reserves to at least $60,000 to provide a buffer for unexpected expenses and maintain financial stability.
2. Goals and Objectives Review
Long-term growth: Achieve an average annual return of 8% on her investment portfolio over the next 10 years.
Portfolio stability: Maintain a diversified portfolio with a risk profile that aligns with her long-term goals and risk tolerance.
Sustainability: Incorporate ESG (Environmental, Social, and Governance) factors into her investment strategy.
Ask Marloo anything,
Get instant answers across all your data
Marloo knows everything about a client, from previous meetings to documents and files. Just ask a question and Marloo will search everything to get you an answer.
Draft follow up emails
Catch up on previous meetings before a review
Pull out key quotes in clients own words
Wealth managers 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 Wealth 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
“Was literally just telling my partner how impressed I was at how fast you guys are to add stuff as have been loving the tables! Morning mate, Just wanted to provide some positive feedback on the 'upload document to generate template' I recently did a fact find document for us and its pretty amazing.”
Ashley Pickett
Director, Everest Wealth
“Marloo saves me a huge amount of time, it allows me to complete meeting summaries and send follow up emails to clients in a fraction of the time that it used to take. This allows me to achieve more in a day, making our service more efficient and faster for our clients.”
Bertie Scott-Hopkins
Chartered Financial Planner, EXE Capital Management
Privacy is paramount
We designed Marloo with privacy and security at its core. From the latest encryption standards to robust compliance measures, your data is always protected.
Advanced data controls
Opt to automatically delete recordings or transcripts whenever you choose, ensuring seamless compliance with your needs.
SOC 2 & GDPR compliant from day one
We've been SOC 2 type 2 and GDPR Compliant before anyone used Marloo, which means we've had processes in place to protect your data since day one.
Your data, your choice
We have regional data centers to ensure your data stays under your control.
Marloo Trust Center
We're wrapping Marloo in best-in-class privacy and security standards. Visit our Trust Center to learn more.
Your calling is advice,
not admin
Try Marloo for your next meeting – it's completely free to get started.
Try Marloo for freeBook a free demoFrequently asked questions
Anyone who hates admin! We work with all types of advisers, from independent advisers to multi-billion AUM wealth managers.
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.
Yes! You can easily upload meeting templates or client data to Marloo at any time.
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! You can ask Marloo anything about any previous client interactions, data or summaries. We don't want you to miss a beat!
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.
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.
We have offices in Sydney, Australia and London, United Kingdom.
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!
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