1. Financial Position Overview
Portfolio: Sarah's portfolio is currently valued at $1.1 million, representing a 7% increase YTD. It is well-diversified across equities (70%), fixed income (20%), and alternative investments (10%), aligning with her high-growth strategy and risk tolerance.
Cash Reserves: Her readily accessible cash reserves are currently $40,000, which is below the recommended 3-6 months of living expenses (estimated at $60,000 - $80,000).
Recommendation: Discussed the importance of increasing her cash reserves to at least $60,000 to provide a buffer for unexpected expenses and maintain financial stability.
2. Goals and Objectives Review
Long-term growth: Achieve an average annual return of 8% on her investment portfolio over the next 10 years.
Portfolio stability: Maintain a diversified portfolio with a risk profile that aligns with her long-term goals and risk tolerance.
Sustainability: Incorporate ESG (Environmental, Social, and Governance) factors into her investment strategy.
Anyone who hates admin! We work with all types of advisers, from independent advisers to multi-billion AUM wealth managers.
Absolutely not. We believe in human led advice. Your value has never been in doing admin work – it's by being client facing and building great relationships.
No - we don't sell client data. Our only focus is on helping advisers eliminate their admin.
Yes! You can easily upload meeting templates or client data to Marloo at any time.
Absolutely. Our AI goes beyond simple meeting summaries. We tailor our product to your firm's specific practices, ensuring notes are captured in your unique style and level of detail.
Not at all – in fact most advisers get fully set up in less than 10 minutes.
Yes! You can ask Marloo anything about any previous client interactions, data or summaries. We don't want you to miss a beat!
Yes, Marloo Teams allows you to manage your team and streamline your practice. Features include adding/removing team members, setting permissions, managing billing and templates, and monitoring compliance.
Marloo's AI empowers you to create accurate, compliant file notes with greater efficiency. Our advanced language models generate drafts, but you retain ultimate responsibility for reviewing, editing, and finalising the documents.
Transparency and client control are paramount. Marloo allows you to configure prompts to obtain explicit consent before recording any client interaction. This consent is securely documented within the system, ensuring compliance and maintaining trust.
Marloo streamlines compliance, giving you greater efficiency and control. Our AI identifies required disclosures and understands the intent behind client/adviser statements, ensuring nothing is missed. You can even add custom language to notes for precise documentation. Marloo Teams takes this further with firm-wide oversight, moving you from sample-based compliance to 100% coverage, reducing risk, and saving valuable time.
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