+
+

Related Products

  • Fathom
    7,272 Ratings
    Visit Website
  • Dialpad Connect
    4,055 Ratings
    Visit Website
  • Mentornity
    99 Ratings
    Visit Website
  • iBabs
    73 Ratings
    Visit Website
  • JSCAPE MFT Server
    187 Ratings
    Visit Website
  • Nasdaq Boardvantage
    244 Ratings
    Visit Website
  • Concord
    237 Ratings
    Visit Website
  • StackAI
    49 Ratings
    Visit Website
  • Portfolio Manager
    3 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website

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.

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.

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

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

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.

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

$99 per month
Free Version
Free Trial

Pricing

$10/user/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

Marloo
Founded: 2025
United States
www.gomarloo.com

Company Information

Superthread
Founded: 2020
United Kingdom
superthread.com

Alternatives

Alternatives

focus:360 adviser

focus:360 adviser

Focus Solutions
Airgram

Airgram

Airgram Inc.
MeisterNote

MeisterNote

Meister

Categories

Categories

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

Integrations

Google Meet
Zoom
Cisco Webex
GitHub
Google Calendar
Jira
Microsoft Outlook
Microsoft Teams
Shortcut
Slack
Trello
Zapier

Integrations

Google Meet
Zoom
Cisco Webex
GitHub
Google Calendar
Jira
Microsoft Outlook
Microsoft Teams
Shortcut
Slack
Trello
Zapier
Claim Marloo and update features and information
Claim Marloo and update features and information
Claim Superthread and update features and information
Claim Superthread and update features and information