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About

AdvisorTrac provides the most powerful management and tracking solutions for advising, counseling, and other student support services centers at colleges and universities. Link with your student information system to maintain accurate and up-to-date contact, demographic, and enrollment data from your registrar. Manage staff across multiple centers and locations with custom permissions to provide access to only the appropriate users. Assign advisors to students, record each contact with students, schedule appointments online, and even automate your favorite custom reports. Empower students and staff and take your advising services to the next level with AdvisorTrac.

About

Marloo is an AI-powered assistant built specifically for financial advisers to automate and streamline the paperwork and administrative tasks that typically consume hours of time, allowing advisers to focus on client relationships and strategic work. It integrates with Outlook or Google Calendar and can join or record meetings across platforms like Teams, Zoom, Google Meet, and Webex to capture transcripts, identify speakers, and generate accurate, custom-templated file notes and summaries in the adviser’s own tone of voice in minutes rather than hours. Beyond automatic meeting notes, Marloo understands financial advice context and regulatory language, lets users ask questions across past client interactions and documents for instant answers, helps prepare for meetings with summaries of previous discussions, and generates follow-up emails, action items, and advice documents that align with firm templates and compliance needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Schools in need of an advanced Academic Advising platform

Audience

Financial advisers and wealth management professionals seeking a tool to automate meeting prep, note-taking, document creation, search, and compliance-aware client workflows so they can spend more time advising and less on admin

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AdvisorTrac
www.go-redrock.com/solutions/advisortrac/

Company Information

Marloo
Founded: 2025
United States
www.gomarloo.com

Alternatives

Alternatives

focus:360 adviser

focus:360 adviser

Focus Solutions
Achieve

Achieve

E2E Advising

Categories

Categories

Integrations

Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom

Integrations

Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Claim AdvisorTrac and update features and information
Claim AdvisorTrac and update features and information
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Claim Marloo and update features and information