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

Pro

$99 / user per month
Unlimited meetings
Unlimited Ask Marloo AI
Unlimited custom templates
Priority onboarding & support
Get 7 days free
Trusted by the best

Advisers love Marloo

We brought in Marloo to streamline admin across 550+ meetings a month and improve the client experience. Their tool is focused, adaptable, and genuinely built to boost productivity. But it’s done more than save time—it’s sparked curiosity, energised our team, and deepened client relationships. It’s transformed how we work.
Georgie Miles
COO
Advicefirst
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 Weath Advisers
Marloo is absolutely amazing, I am so impressed with it! I asked Marloo to summarise an email to the client and I was able to send it off straight away, and she will have it sitting in her inbox before she even arrives home!
Alison Lissington
Financial Adviser
Professional Investment Services
Marloo is seriously impressive. I used to spend over two hours preparing meeting summaries—now it’s 20 minutes, with more clarity and the full client history itemised right after the call. That first meeting was 90 minutes and it nailed it. You’ve got a client for life.
Aaron D'Souza
Director
LESA Financial

Frequently asked questions

Who is Marloo for?

Anyone who hates admin! We work with all types of advisers, from independent advisers to multi-billion AUM wealth managers.  

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 admin.

Can I use meeting templates and client data I already have outside of Marloo?

Yes! You can easily upload meeting templates or client data to Marloo at any time.

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 chat with Marloo?

Yes! You can ask Marloo anything about any previous client interactions, data or summaries. We don't want you to miss a beat!

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.

Where does the name Marloo come from?

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!