Records in-person client meetings and uploads call recordings, syncing to a desktop platform that writes the file notes.
What is Marloo
Marloo is the mobile companion to a meeting-notes platform for financial advisers and wealth managers, capturing client conversations and turning them into notes without desk work.
- 01Recording of in-person client meetings with instant upload for secure storage
- 02upload of recorded phone calls from the phone file storage
- 03a meetings calendar synced from your own calendar
- 04automatic sync of everything captured on mobile to the desktop account for AI-powered note taking
- 05SOC2 Type 2 compliant handling of client data
Free to download from the App Store.
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+ CompareData month: — · Downloads and in-app purchase revenue are third-party estimates (trailing 30-day window), aggregated monthly. Revenue covers App Store and Google Play in-app purchases (including subscriptions) only — excluding Android app stores in mainland China and other payment channels such as web subscriptions. See methodology.