Marloo

About Marloo

Marloo provides an AI assistant for financial advisers, helping them stay organised and improve meeting notes. Beyond note-taking, it supports advisers with generating client-ready advice documents, managing tasks, filling forms, drafting emails, and maintaining a consolidated client timeline from meetings and communications. The service is designed for wealth management and other regulated advice contexts, where compliance considerations matter. Marloo serves advisers across multiple countries, with offices in London and Sydney.