Great for in person meetings
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.
Free
About
This app helps financial advisers and wealth managers record and upload client meeting audio, including phone calls. It syncs seamlessly with a desktop platform for AI-powered note-taking and offers a secure, compliance-built solution.
✓Record in-person meetings
✓Upload phone call recordings
✓View meetings calendar
✓Sync with desktop platform
✓AI-powered note-taking
✓SOC2 Type 2 compliant
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What's New in Marloo
1.2.9
June 1, 2026
Bug fixes and app improvements
User reviews
FAQ
What can Marloo do for financial advisers?
Marloo allows financial advisers to record in-person and phone client meetings, upload recordings, view their meeting calendar, and sync everything with the desktop platform for AI-powered note-taking. It is designed with compliance in mind, being SOC2 Type 2 compliant.
How does Marloo ensure data security?
Marloo is SOC2 Type 2 compliant, which is a rigorous standard for service organizations that ensures client data is handled securely and responsibly. This compliance is crucial for financial professionals handling sensitive client information.
Can I use Marloo offline?
The description focuses on recording and uploading meetings, implying an internet connection is needed for uploading and syncing. Specific offline functionality for recording is not detailed, but the app is designed for on-the-go use.
Does Marloo have ads?
No, Marloo does not contain advertisements. The app is free to use and does not display any ads to its users.
What devices does Marloo support?
Marloo is available on iPhone and iPad devices, as indicated by its supported devices list. This allows financial advisers to use it across their Apple mobile devices.
How often is Marloo updated?
The latest version of Marloo is 1.2.8, and it was last updated on May 21, 2026. This indicates a recent update, suggesting ongoing development and support for the application.
What is the user sentiment for Marloo?
Based on the provided data, Marloo has a perfect rating of 5.0 stars from 1 rating. This suggests a highly positive initial user experience, though more ratings would provide a broader view of user sentiment.
Is Marloo free to use?
Yes, Marloo is available for free. The application does not require any payment to download or use its core features for meeting recording and syncing.
