Every client's Overview tab gives you a quick read on who they are - a written summary at the top, followed by a set of visual widgets you can customise to suit how you work. It is auto-generated from the client's meetings, files, emails, notes and documents, so what you see depends on what is on the profile.
The summary
The Summary gives you a current narrative of the client's situation and highlights the details Marloo has found across their profile. It shows when it was last updated.
The summary is written as a narrative sentence (not bullet points) and gives you the essentials at a glance: who the client is, their advice areas, their goals, and the like.
Don't need it on screen? Fold it away.
The folded/unfolded state is persistent - set it once and it stays that way as you move between clients.
You cannot directly edit the summary text, and there is no manual trigger to regenerate it. To change what it says, update the source data (see When the summary and widgets update below).
Members and groups
For a group or family profile, Members lists the people attached to that group. Select a member to open their individual client record.
For an individual profile, Groups lists the groups the person belongs to. Select a group to open its profile.
When the profile has activity, the timeline is a chronological record of meetings, documents, and files. Select an item to open the source record.
The widgets
Below the summary you'll find a set of widgets. They're designed to draw out the insights about a client (or group) that are worth acting on - surfacing the key things at a glance, so you don't have to dig through the record to find them.
Every client starts with a set of default widgets, including:
Net Worth & Liabilities - an interactive pie chart of the client's assets, alongside their liabilities, so you can see what they own and what they owe in one place.
Risk Profile - the client's attitude to risk at a glance.
Opportunities - areas where there may be an opportunity to advise or add value.
Key Dates Ahead - upcoming dates worth knowing about, such as reviews, renewals and milestones.
Potential Gaps - gaps in the client's planning or cover that may be worth a closer look.
Products Advised On - the products you've advised the client on.
Life Stage - where the client is in their financial life.
Advice Provided - a record of the advice given to the client.
Treat these insights as a starting point for review. Check the underlying meeting, file, email, or note before relying on them in regulated advice.
Customise your Overview
Where widget customisation is enabled for your firm, you're not stuck with the defaults - you can remove, reorder, and add to them from the Widget Library.
Open any client and click Customise above the widgets.
Click the remove on any widget to remove it.
Drag a widget to a new position to reorder it - put the ones that matter most to you at the top.
Click Done when you're happy with the layout.
The Widget Library
Want to add a widget rather than just remove one? Click Customise, then + New to open the Widget Library.
Widgets are organised into three categories: Wealth, Mortgage, and Insurance - browse the category relevant to the client in front of you.
Tick any widget to add it, or untick to remove it.
Click Apply to preview how your Overview will look with the changes.
Reorder further if needed, then click Done.
Apply your layout
Once you click Done, you'll be asked where to apply the new layout:
This client only - the layout applies just to the client you're currently viewing.
All my clients - the layout applies across your entire client list in one go.
Where the information comes from
Click any row in a widget - an asset or liability in Net Worth & Liabilities, a product in Products Advised On, an income or expense, a policy, a fee, a goal, an insight or a key date - to check and correct it.
The row opens in an edit window showing its Source - the meeting, file, email, note or document the item came from - so you can see where a figure originated before acting on it.
The source can't be changed; it is set when the item is created.
To fix a detail, change it in the edit window and click Save. To remove the item, open the ... menu beside the close button, choose Delete and confirm.
Single values such as Risk Profile and Life Stage don't open an edit window, and neither do rows that aren't linked to a saved item.
Rows won't open while you're customising the layout - after clicking Customise, until you click Done.
Widgets are calculated at an individual level, against that specific client's context.
At the group level, the widgets are simply re-calculated individually for each member.
When the summary and widgets update
The summary and widgets update on their own. Marloo keeps a record of each client's income, assets, liabilities, policies, products, fees, key dates and goals, with the source of each, and builds the widgets from it whenever you open the Overview.
Add a meeting summary, a note or a file and the record updates; the widgets and summary show the change the next time you open the client. There is no Regenerate button and nothing to wait for.
Widgets appear once a client profile has at least one piece of context - a meeting, a file, a note, or an email - and update automatically whenever new context is added. On a brand-new profile with no content yet, widgets will not show until the first piece of context is added. Once added, widgets generate shortly afterwards.
The only way to change what the Overview shows is to update the source data. For example:
Correct an error in a transcript, then let the Overview regenerate.
Upload a more recent document with updated figures.
Add a note with clarifying details.
The Overview will regenerate to reflect the updated information. If it stays empty or out of date, see A file, meeting or insight is missing from a client.
Related articles
How Client View works in Marloo - the client profile and everything it holds.
Using Ask Marloo in Client View - querying a client's record in your own words.
Client View FAQ - short answers about Client View.