# Marloo – AI for Advisers — Create meeting summaries > AI-powered meeting recorder and note-taker for financial advisers. (iPhone/iPad app by Marloo.) - Source: https://appshunter.io/ios/app/marloo-ai-for-advisers/id6747649411 (this page in markdown: same URL + `.md`) - Developer: [Marloo](https://appshunter.io/developer/1795948862) - Category: Productivity, Business - Price: Free - Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 16.2 · 52 MB - Languages: American English - Released: 2025-08-06 - Data updated: 2026-08-25 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/marloo-ai-for-advisers/id6747649411/reviews.md ## What is Marloo? 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 ## Key features - Record in-person meetings - Upload phone call recordings - View meetings calendar - Sync with desktop platform - AI-powered note-taking - SOC2 Type 2 compliant ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/marloo-ai-for-advisers/id6747649411/reviews.md ### 5/5 — Great for in person meetings *2025-08-06* 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. ## Frequently asked questions about Marloo ### 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. ## Version history (last 5 releases) ### 2.1.0 — 2026-08-21 We've updated the Marloo App to be even better ### 2.0.1 — 2026-08-10 We've updated the Marloo App to be even better ### 2.0.0 — 2026-08-07 We've updated the Marloo App to be even better ### 1.2.9 — 2026-06-01 Bug fixes and app improvements ### 1.2.8 — 2026-05-21 App improvements and bug fixes ## Apps similar to Marloo | App | Rating | Price | Category | | --- | --- | --- | --- | | [Logit AI - Meeting Note Taker](https://appshunter.io/ios/app/logit-ai-meeting-note-taker/id6745277192) | 5.0 (7) | Free | Productivity | | [Mino: AI Voice Notes Agent](https://appshunter.io/ios/app/mino-ai-voice-notes-agent/id6723891452) | 4.6 (772) | Free | Productivity | | [Simple Meeting Minutes](https://appshunter.io/ios/app/simple-meeting-minutes/id979036044) | 4.6 (75) | Free | Productivity | | [VOMO: Transcribe Audio to Text](https://appshunter.io/ios/app/vomo-transcribe-audio-to-text/id6449889336) | 4.5 (353) | Free | Productivity | | [Contented](https://appshunter.io/ios/app/contented/id6741723678) | — | Free | Productivity | | [Intro: Contacts + Notes CRM](https://appshunter.io/ios/app/intro-contacts-plus-notes-crm/id1223963451) | 5.0 (4) | Free | Productivity | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-25.*