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Marloo
AdvisoryAI
Best for
Conversational search across meetings and documents. No MPS or DFM research.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles, plus MPS and DFM research over 120+ DFMs.
Real-time speaker ID and custom templates.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Pro tier generates from standard templates. Self-service only.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Flags disclosures in meeting notes. No dedicated file checker.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Pulls from calendar and email, not your back-office.
AI builds a prep pack from your back-office data and previous transcripts.
No back-office integrations.
Intelliflo, Plannr, Curo, XPlan available.
Zoom, Teams, Google Meet, and Webex.
Zoom, Teams, and Google Meet available.
iOS and Android, for recording in-person meetings.
iOS and Android, for recording in-person meetings, with automatic sync.
GDPR compliant. Regional data centres.
UK GDPR compliant, with UK data residency.
SOC 2 Type 2.
SOC 2 Type II in progress.
ISO 27001 and FCA engagement not mentioned.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Per seat per month.
Per module, per user.
Free for 10 meetings. Plus £99. Pro £349 bundles notes, documents, and search.
Meeting notes £99, suitability £299, compliance £99.
No lock-ins on the Pro tier. Annual billing available.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Customisable templates firms configure themselves.
AdvisoryAI expert team rebuilds your existing templates for you.
Dedicated support on the Pro tier.
Dedicated support during UK office hours.
Named CSM not mentioned. Account management via the partner channel.
Dedicated account manager through onboarding.
Self-serve setup in minutes, no implementation cost. Partners onboard network firms.
Our team builds your templates, connects your back-office, and provides training for every role.
What choosing AdvisoryAI means for your firm
case studies
What advisers say about AdvisoryAI
Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin
how to switch
Switching from Marloo? Here's how.
Migration support included:
Marloo data export
Template rebuild from your existing outputs
Intelliflo / Plannr / Curo / XPlan integrations
Training for advisers and paraplanners
Dedicated CSM through cutover
1
Week 1
Demo and scope
Free demo using your firm's own templates and back-office data.
2
Week 2-3
Template build and back-office connect
We rebuild your outputs inside AdvisoryAI and connect Intelliflo, Plannr, Curo, or XPlan.
3
Week 4
Live in your firm
Cutover with a dedicated account manager. Training for advisers, paraplanners, compliance, and admin in parallel.
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FAQs
Why should we choose AdvisoryAI over Marloo?
How does migration from Marloo work?
Marloo has a free tier. Why pay for AdvisoryAI?
Can we run both AdvisoryAI and Marloo during transition?
What happens to our Marloo data and templates?
How long does onboarding take?
Is our client data secure and where is it stored?
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For questions or partnerships,
contact us at team@advisoryai.com
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