Fluid. vs Marloo

Bring your day together with Fluid. TASKS, WITH ROOM FOR THE DETAILS Capture tasks, set priorities and due dates, add descriptions, and check things off as you go. A PLACE FOR YOUR IDEAS Write jots, organize them with tags, attach images and PDFs, and share jots with other Fluid users. Gist offers optional summaries as a beta feature. SEE YOUR DAY CLEARLY Keep tasks and events together in Today. Plan one-time or recurring events in Calendar, and connect Apple Calendar and Reminders when you want two-way sync. KEEP MOVING, EVEN OFFLINE Access cached content and make supported edits offline. Fluid syncs queued changes when you reconnect. ACROSS YOUR DEVICES Use Fluid on iPhone and iPad, with widgets for a quick view of your day. Optional local notifications help you remember tasks and events. Create an account with Sign in with Apple. Invited accounts can also sign in with email. Fluid is free, with no subscriptions or in-app purchases.

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 advisors 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