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About
At Bitcoin Advizers we are dedicated to evaluating your needs and giving you the best recommendation when it comes to investing digital currencies. The first step is getting to know you, your feelings towards investing, and your current financial situation. Next, with the expertise of our Chief Investment Office, your Bitcoin Adviser will provide a clear and informed point of view, a strategy based on your needs, and design an approach that you are comfortable with. We’ll keep you on track. Crypto currency management is an ongoing process. You’ll meet with your Bitcoin Advisers often as needed and have in-depth annual reviews, one on one. You can and should revisit your goals, take course correction as needed.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Crypto IRA platform for anyone wanting to learn how to buy, sell, and trade digital currency with their IRA/401k
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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
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$99 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBitcoin Advizers
Founded: 2018
United States
bitcoinadvizers.com
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Company InformationMarloo
Founded: 2025
United States
www.gomarloo.com
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Categories |
Categories |
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Integrations
Bitcoin
Cisco Webex
Ethereum
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
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Integrations
Bitcoin
Cisco Webex
Ethereum
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
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