Set up Marloo in ten steps, from signing up to generating your first documents. This guide is for US advisors and the people who support them. Marloo is an AI CRM for financial advisors, and it becomes your client record. The more you connect during setup, the more Marloo can do for you.
1. Sign up and add your team
Sign up, then add your team. Advisor, Account owner and Manager seats are paid, and Support seats are free. Support users have full access to Marloo. For plans, see the pricing page. For the full walk-through, see Setting up your account.
2. Ask Marloo to connect your calendar, email and DocuSign
The fastest way to set up is to ask Marloo itself. Open chat and type Help me connect my calendar, email and DocuSign. Marloo walks you through each connection. Once they are on, Marloo joins your online meetings (Zoom, Teams and Google Meet), shows your meetings in the mobile app and files client emails on each client's profile.
If you prefer to do it yourself, go to Settings > Integrations. See Calendar Integration, Connecting Microsoft Outlook to Marloo, Connecting Gmail to Marloo and DocuSign.
3. Connect your custodian
Go to Settings > Integrations, find your custodian and connect it. Follow its page, and finish by contacting Marloo support. Marloo connects to more than 120 custodians through Morningstar ByAllAccounts, including Altruist, Fidelity, Pershing, LPL, Raymond James and SEI. Holdings update daily. Setup takes one to two weeks, so start early. For the steps, see Use your US custodian accounts in Marloo.
4. Upload your company knowledge
Go to Knowledge > Company and upload your Form ADV, advisory agreement and fee schedule. Ask Marloo uses them whenever a question relates to them.
5. Upload the forms you fill most
Go to Templates > Forms > New form template and upload the forms you fill most, such as your client intake form or your custodian's account forms. Marloo fills them from your client records, emails and meetings.
6. Import your clients
Bring your clients in from a CRM export or a spreadsheet. See Move your clients to Marloo from another CRM.
7. Link your client files
Link SharePoint or Google Drive in Settings > Integrations. See Connecting Microsoft365 (SharePoint).
8. Sync client emails
Open a client, go to Emails and click Sync email to bring in the last five years of correspondence.
9. Get the mobile app
Download the Marloo mobile app to record in-person meetings, with no internet connection needed. See Get started with the mobile app.
10. Put your client data to work
With your setup done, you can fill out forms, generate documents, create slides, and use Ask Marloo to ask questions across your company information.
If you have questions at any point, email [email protected] or use the chat in Marloo.