Marloo is an AI assistant that captures the meetings, emails and files behind an advice relationship and turns them into a structured client record, advice documents and follow-up tasks. The problem it targets is re-keying: the same client facts otherwise get typed into a meeting note, a fact find, a suitability report and a form. Marloo reuses that material across each output instead of the user rebuilding it each time. Advisers, paraplanners and administrators are the daily users, and role-based access extends it to compliance staff, training and competence supervisors, and management teams in networks and consolidators.