Marloo – AI for Advisers
Create meeting summaries
Free · Designed for iPad
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
Bug fixes and app improvements
The developer, Marloo, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Marloo Limited
- Size
- 62.8 MB
- Category
- Productivity
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - iPad
Requires iPadOS 16.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Marloo Limited