Related Products
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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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About
Superthread is a fast project management platform that integrates tasks, documentation, and AI meeting notes into a single application. It is designed to replace multiple tools and centralize team workflows to increase productivity. Key features include:
Tasks, Projects, and Sprints: Manage and organize work with a variety of views, including timeline and board views.
Documentation: Create and collaborate on documents and pages, eliminating knowledge silos.
AI Notes: This feature transcribes meetings, compares discussions to existing work, suggests tasks, and highlights decisions, allowing teams to quickly review and act on meeting outcomes.
Integrations: The platform integrates with other popular applications like Google Meet, Zoom, Slack, and Microsoft Teams to streamline communication and workflows.
Superthread is a comprehensive solution for teams looking to consolidate their project management and collaboration tools.
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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
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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Audience
Superthread is primarily designed for teams of all sizes that need a unified and efficient platform for project management, task tracking, and collaboration. While it's particularly well-suited for agile methodologies, its flexibility makes it applicable to a broad range of users and industries.
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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
$99 per month
Free Version
Free Trial
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Pricing
$10/user/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 InformationMarloo
Founded: 2025
United States
www.gomarloo.com
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Company InformationSuperthread
Founded: 2020
United Kingdom
superthread.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Project Management Features
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
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Integrations
Google Meet
Zoom
Cisco Webex
GitHub
Google Calendar
Jira
Microsoft Outlook
Microsoft Teams
Shortcut
Slack
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Integrations
Google Meet
Zoom
Cisco Webex
GitHub
Google Calendar
Jira
Microsoft Outlook
Microsoft Teams
Shortcut
Slack
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