Priced per advisor? Price the whole firm.
Marloo is built around advice and charges for each advisor. Finpace is built around the paperwork and charges once for the firm: Emma reads your client's documents, fills every form from one record, custodian packets included, and everyone on your team uses it. Book 15 minutes and watch her do it on your own forms.
15-minute call Published pricing Unlimited users At a glance
What you can verify.
Marloo statements below come from marloo.com and marloo.com/pricing, checked October 3, 2026. The table compares only what their site says, including where they are ahead.
| Finpace | Marloo | |
|---|---|---|
| Built around | One job: client documents into filled forms, then back to your CRM | “AI for financial advisors, built around advice”: meeting notes, advice documents, tasks, email (per marloo.com) |
| Forms | Any fillable PDF your firm uses, custodian packets included, all filled from one household record | “Autofill PDF forms” on Pro and Firm, from meeting and client context (per marloo.com) |
| Reads client documents | Yes: 1040s, W-2s, statements, IDs | Not described on their site |
| How you pay | One price for the firm: $129 to $1,499 a month, plus Enterprise; unlimited users | Per advisor: Starter free, Pro $149, Firm $299 a month; support seats free (per marloo.com/pricing) |
| Client portal | Live: clients sign in with an email code, upload documents, fix details | “Coming soon” on the Firm plan (per marloo.com/pricing) |
| Security | SOC 2 Type II in progress; controls listed on our security page | SOC 2 Type 2 (per marloo.com) |
Want the full breakdown? Read Finpace vs. Marloo: Per Advisor or Per Firm.
Advice is one job. Paperwork is another.
Marloo's center is the advice conversation: notes, documents for the client, the follow-up. Finpace's is everything that has to be filled in after it. That's why there's a form-field registry underneath, a review step before anything ships, and one household record every form fills from: fewer NIGO bounces, custodian packets filled from the source, and your CRM current without retyping.
Marloo alternative questions, answered.
Your team is retyping data right now.
Let's stop it.
Book 15 minutes. We'll learn how your firm works, then show Emma filling your own forms.
15-minute call · About your firm, not a pitch · SOC 2 Type II in progress