Marloo launched a new enhancement that brings fund research and reporting directly into the Marloo workflow, removing the need to move between separate systems.

Marloo is the AI partner for financial advisers. We do the work around the advice, the documents, the compliance, the client context that carries across every conversation, so advisers can show up for the client. Trusted by 1,000+ paying firms across eightcountries, with offices in New York, London and Sydney. Backed by Blackbird Ventures, the first investors in Canva.