Advice documents
by Marloo · Wealth and investment platforms · Sydney, NSW, Australia
Generates advice documents and completes fillable PDF forms
What Advice documents is used for
- Generate statement of advice first drafts
- Review and approve drafts before sending
- Summarise client meetings into editable notes
Who Advice documents is for
- Wealth and investment managers
About Marloo
AI-powered advice platform automating admin tasks for financial advisers in Australia.
Marloo in the vendor registry: its products, features and similar vendors.
Also by Marloo
- Marloo: AI-powered advice platform that handles admin tasks for financial advisers from first client meeting to final document delivery.
- Meeting notes: Automated notes from Teams, Zoom, Google Meet and Webex meetings
- Ask Marloo: AI assistant for questions about clients and their records
- Tasks and workflows: Task management and email follow-up for advice teams
More in this category: Wealth management and investment platforms.
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