Marloo – AI for Advisers
100+
Downloads
Everyone
info
About this app
Marloo: Effortless Meeting Notes
Take Marloo with you, wherever you meet your clients. The Marloo mobile app is the perfect companion to the Marloo desktop platform. Designed for financial advisers and wealth managers on the go.
What you can do with Marloo Mobile
Record In-Person Meetings:
Capture audio of your face-to-face client meetings and instantly upload them to Marloo for secure storage and automatic file notes.
Upload Phone Call Recordings:
Easily upload recorded phone calls straight from your phone files app.
View Your Meetings Calendar:
See your full list of meetings, synced from your calendar, so you always know what’s next.
Seamless Sync with Desktop:
Everything you record or upload on mobile is automatically synced with your Marloo desktop account for easy access and AI-powered note-taking.
Built for Compliance:
Marloo is SOC2 Type 2 compliant, so your client data stays secure.
Terms of use: https://www.gomarloo.com/terms
Take Marloo with you, wherever you meet your clients. The Marloo mobile app is the perfect companion to the Marloo desktop platform. Designed for financial advisers and wealth managers on the go.
What you can do with Marloo Mobile
Record In-Person Meetings:
Capture audio of your face-to-face client meetings and instantly upload them to Marloo for secure storage and automatic file notes.
Upload Phone Call Recordings:
Easily upload recorded phone calls straight from your phone files app.
View Your Meetings Calendar:
See your full list of meetings, synced from your calendar, so you always know what’s next.
Seamless Sync with Desktop:
Everything you record or upload on mobile is automatically synced with your Marloo desktop account for easy access and AI-powered note-taking.
Built for Compliance:
Marloo is SOC2 Type 2 compliant, so your client data stays secure.
Terms of use: https://www.gomarloo.com/terms
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
Data is encrypted in transit
You can request that data be deleted
What’s new
Product improvements and bug fixes.
App support
About the developer
MARLOO LIMITED
team@gomarloo.com
Lot3, 130 Ponsonby Road
Grey Lynn
Auckland 1011
New Zealand
+64 27 920 5136