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...
Ask Marloo anything.
Instant intelligence on any client
What's their risk tolerance? When did you discuss the rebalance? What were their retirement goals? Get instant answers from years of client conversations.
Ask about any topic across every meeting, document, and email — years of context in seconds.
Get a full client brief before any annual review or portfolio discussion.
Tell Marloo what you need and it gets started straight away.
Client-ready documents.
SOAs, review letters, and file notes in minutes
Marloo draws on everything it knows about a client and generates any document you need. Risk profiles, asset allocation, tax strategies — all captured in your voice and your format.
Generate SOAs, annual review letters, and file notes from complex wealth discussions.
Written in your voice with the sophistication your clients expect.
Review and finalise in minutes, not hours.
Every action from every client interaction
Portfolio rebalances, estate planning referrals, insurance reviews — Marloo captures every follow-up the moment your meeting ends.
Every action captured automatically. Nothing missed.
Every task connected back to the client and the moment it came from.
Set up workflows once. Marloo runs them every time.
Any form,
completed in seconds
Upload your forms once. Every field filled instantly. Your firm decides what gets filled and what stays fixed.
Any form in your library, filled for any client in seconds.
Every field filled accurately from everything Marloo knows.
Support staff can fill forms on behalf of any adviser, automatically.
Your inbox,
finally working for you
Every client email powers Marloo to work for you. Ask Marloo, documents, client summaries. All informed by your inbox.
Every client email in their profile, summarised and ready to scan.
Text, attachments, and images. Nothing missed.
Draft replies, prep for meetings, generate documents. All from your email history.
Every portfolio, conversation, and document,
In one place for every client
Every annual review, portfolio discussion, email, and document in a single timeline. Years of client history, instantly accessible.
Every client interaction in one timeline. Meetings, documents, emails, tasks.
Instant context before every client interaction.
Search across all client data in seconds.
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
SOC 2 Type 2 and GDPR compliant, with processes in place to protect your data and your clients' data at every level.
Your data, your choice
Your data stays under your control.
Your calling is advice,
not admin
Set up in minutes. Start with your next meeting, completely free.
Start with your next meetingSee it in actionFrequently asked questions
Financial advisers, paraplanners, and support staff across wealth management, financial planning, insurance, and mortgage advice. We work with all types of advisers, from independent advisers to large multi-adviser firms. Anyone who wants to work at the cutting edge of AI in financial advice and is ready for a true AI partner for their practice.
Marloo is the AI partner for financial advice, not just a notetaker. It does the work that surrounds advice so advisers can focus on clients. Generate advice documents, manage tasks, fill forms, draft emails, and build a complete picture of every client relationship over time. Ask Marloo anything and it gets straight to work. The longer you use it, the more it can do for you.
Marloo is much more than a notetaker. Meetings are just the starting point. Upload client documents, connect your inbox, generate advice documents, manage tasks, and fill forms. Everything flows into one complete picture of every client relationship. The longer you use Marloo, the more it can do for you.
Yes. Ask Marloo anything about any client — previous meetings, documents, emails, and files. Get an answer in seconds, or ask it to act and it gets started straight away.
Yes. Marloo is free to get started. Set up in under 10 minutes and try it on your next meeting. No credit card required. You can also book a demo or talk to our team at any time.
Not at all. Most advisers are fully set up in under 10 minutes.
Financial advice will always be human led. Marloo handles everything around the advice so advisers can focus on what only they can do. The relationships, the judgement, the trust. That is irreplaceable.
Marloo is built for the way compliance actually works in financial advice. It understands regulatory language, identifies required disclosures, and supports firm-wide oversight. Marloo Teams moves you from sample-based compliance to full coverage across every client interaction.
Yes. Marloo Teams lets you manage your whole practice. Add and remove team members, set permissions, manage billing and templates, and oversee compliance across every adviser.
Yes. You can upload existing templates, client files, documents, and data to Marloo at any time. Everything you bring in becomes part of the complete picture Marloo builds for each client.
Marloo integrates with Outlook and Google Calendar, and works across every major meeting platform including Zoom, Google Meet, Microsoft Teams, and Webex. Connect your inbox to bring your emails into Marloo and get the complete picture of every client relationship.
No. We do not sell client data and we do not use it to train AI models. Your data belongs to you and your clients. Our focus is on using it to make Marloo work harder for your practice, nothing else.
Marloo produces a high quality first draft from everything it knows about your client. You retain full responsibility for reviewing, editing, and finalising before anything goes to a client. Treat every output as a strong first draft, not a final document.
We have offices in London and Sydney, we serve advisers across six countries.
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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