Marloo

Link US custodian accounts to clients, ask about their holdings from Home, and compare allocations against your firm's targets.

Use your US custodian accounts in Marloo

Marloo connects to your Altruist accounts through Morningstar ByAllAccounts, so holdings show on each client's record.

Connect your Altruist accounts to Marloo

Marloo connects to your Fidelity Wealthscape accounts through Morningstar ByAllAccounts, so holdings show on each client's record.

Connect your Fidelity Wealthscape accounts to Marloo

Marloo connects to your Pershing NetX360 accounts through Morningstar ByAllAccounts, so holdings show on each client's record.

Connect your Pershing NetX360 accounts to Marloo

Marloo connects to your LPL ClientWorks accounts through Morningstar ByAllAccounts, so holdings show on each client's record.

Connect your LPL ClientWorks accounts to Marloo

Janaya Ravji

Connect your custodian accounts to Marloo

Connecting your custodian

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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