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What is RegReview.io?

RegReview.io is a thorough compliance management platform specifically designed for entities like registered investment advisers, broker-dealers, private funds, exempt reporting advisers, and other regulated organizations, with tailored solutions for sectors including insurance, real estate, and private credit. This platform integrates both ongoing and event-specific compliance tasks into a unified calendar, which includes features for tracking assignments, monitoring registration and jurisdictional needs, optimizing document flows, and syncing seamlessly with Outlook, Google, and Apple Calendar. By leveraging sophisticated AI technology, it assesses uploaded documents, pinpoints critical obligations, and aids in generating vital documents such as checklists, marketing reviews, annual reports, disclosures, and audit responses. Moreover, teams can effectively handle questionnaires, perform vendor due diligence, keep employee and registration records updated, and collect necessary evidence to support compliance efforts. To further enhance its offerings, optional modules are available that facilitate oversight of emails and instant messages, implement anti-money laundering (AML) strategies, bolster cybersecurity measures, and address various other compliance requirements. RegReview.io accommodates both individual users and larger teams with its flexible plans, and it also offers consultancy services for organizations in need of extra assistance in effectively managing compliance processes to ensure they adhere to regulatory standards. By providing a comprehensive set of tools and support, RegReview.io empowers organizations to navigate the complexities of compliance management with greater efficiency and confidence.

What is Marloo?

Marloo is a cutting-edge AI assistant specifically designed for financial advisers, aimed at reducing the burden of repetitive paperwork and administrative duties that often consume precious time, allowing advisers to focus on building strong client relationships and engaging in meaningful strategic planning. It integrates effortlessly with platforms like Outlook or Google Calendar and is capable of joining or recording meetings on popular services such as Teams, Zoom, Google Meet, and Webex, while skillfully capturing transcripts, identifying speakers, and generating accurate, templated notes and summaries tailored to the adviser’s distinctive voice in just minutes. Beyond its ability to produce automatic meeting notes, Marloo excels at grasping the intricacies of financial advice and regulatory terminology, enabling users to quickly access information about past client interactions and documents for rapid responses. Moreover, it aids in preparation for meetings by offering concise summaries of prior discussions and automates the drafting of follow-up emails, action items, and compliance-ready advice documents that align with firm standards. By leveraging Marloo, financial advisers can significantly boost their efficiency and optimize their workflows, ultimately enhancing client satisfaction and elevating the quality of service provided. This transformation not only saves time but also fosters a more proactive approach to client management.

Media

Media

Integrations Supported

Google Calendar
Microsoft Outlook
Microsoft Teams
Apple Calendar
Claude
Gemini
Gmail
Google Workspace
Microsoft 365
OpenAI
Slack
Zapier

Integrations Supported

Google Calendar
Microsoft Outlook
Microsoft Teams
Cisco Webex
Google Meet
Zoom

API Availability

Has API

API Availability

Pricing Information

$79/user/month
Solo is $79/month for 1 user or $790/year. Starter is $149/month for up to 3 users, Pro is $399/month for up to 10 users, and Enterprise is $999/month for up to 25 users. A 14-day free trial is offered. Add-on modules and consulting services may have separate charges.
Free Trial Offered?

Pricing Information

$99 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

FIN Group

Date Founded

2012

Company Location

United States

Company Website

fincompliance.io/regreview

Company Facts

Organization Name

Marloo

Date Founded

2025

Company Location

United States

Company Website

www.gomarloo.com

Categories and Features

Categories and Features

AI Tools

Not specified

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