Marloo – AI for Advisers Apple

Marloo – AI for Advisers

By: Marloo
Create meeting summaries

Features & Capabilities

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

User Growth & Download Statistics

App
By:
Marloo
Rating:
5.00
(3)
2 new ratings
Version:
1.2.9 Last updated: 2026-06-01
Version code:
886391322
Creation date:
2025-08-06
Compatible devices:
Size:
75.09MB
URLs:
Website ,Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-08
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
Marloo
Apple Apps Store
https://apps.apple.com/gb/app/marloo-ai-for-advisers/id6747649411
Website:
https://www.gomarloo.com/

User Reviews

It’s amazing to be able to press record, and just focus on the conversation I’m having knowing the notes will be recorded automatically.
by Em*****, 2025-08-06
View all user reviews ›

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