Marloo

Models transcribe meetings, write advice documents in the advisor's own templates and answer questions across every stored transcript through Ask Marloo. Only a calendar connector and a file store would survive.

Advice stays human led: generated documents are first drafts to review and finalize, tasks arrive ready for review, and the firm decides which form fields fill and which stay fixed. A required approval before a document or email reaches a client is not stated.

Each extracted task links back to the client and conversation it came from. Validation and accuracy for transcription, summaries and advice documents are unpublished, and whether Ask Marloo answers cite their sources is not said.

Aaron D'Souza of LESA Financial says meeting summaries that took over two hours now take 20 minutes, and Balance Wealth moved its financial planning team onto the platform. Poole Group has a published case study, and the figures are self reported by the customers quoted.

Customer data, transcripts and documents train no language model, proprietary or third party, and contracts bar the model providers from training on it or keeping inputs beyond service needs. Temporary retention for abuse monitoring is disclosed.

Processor terms under data processing agreements, customer directed retention with automatic deletion of recordings, account records kept up to seven years and a subprocessor list at trust.marloo.com are all set out in the July 2026 privacy policy.

A SOC 2 Type II attestation covers security, availability and confidentiality, with AES 256 at rest, TLS 1.2 and 1.3 in transit and reports at a Vanta trust center. Direct download versus request for the reports is unspecified.

Built for compliance in financial advice, the product claims to identify required disclosures and move firms to full review coverage, yet no regulator, statute or rule is named. Several distinct advice regimes make that gap wider.

The speaker is the client, and speech recognition varies with accent, age and speech impairment, so a client heard less well may have objectives and risk tolerance captured less accurately in documents about their money. Accuracy by accent, language or population is unpublished.

Advisors using a draft are regulated persons answerable for the advice, with the client's complaint and ombudsman routes intact. Correction routes and accuracy commitments for an error already sent are not described.

Anthropic and OpenAI are the primary language model providers and Google serves certain features, with Supabase and AWS as infrastructure, and the terms binding the model providers are stated.

Capture reaches Google and Microsoft calendars and mail, conferencing tools, the firm's own VoIP calling and a mobile app. Delivery names no system of record: custodian data has no named custodian, CRM migration goes into the platform itself, and custom integrations wait for ten advisors.

Storage is fixed by customer region on Supabase, Sydney for Australia and New Zealand, London for the UK and European Economic Area, and a US region for US customers. Model inference runs outside the storage region, and larger firms can request configurable infrastructure.

Rates are public in US dollars: the Starter notetaker is free, Pro costs $149 per advisor a month and Firm $299, with admin and support seats free and volume terms from ten advisors. The meter runs on advisors rather than meetings or documents.

Wealth management, financial planning, insurance and mortgage advice are covered, with pages for wealth managers, insurance advisers and mortgage advisers and country sites from Australia to the United States. Handling of each advice regime's disclosure and documentation rules is not shown.