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Average Ratings 0 Ratings
Description
AdvisorTrac offers robust management and tracking solutions tailored for advising, counseling, and various student support service centers within higher education institutions. Integrate seamlessly with your student information system to keep contact, demographic, and enrollment information from your registrar precise and current. Effectively oversee staff across different centers and locations by setting custom permissions, ensuring that access is granted only to the relevant users. You can assign advisors to students, document all interactions, organize appointments online, and automate your preferred custom reports. By utilizing AdvisorTrac, you not only enhance the experience for students and staff but also elevate the overall quality of your advising services significantly. This comprehensive platform is designed to streamline operations and foster a more supportive educational environment.
Description
Marloo is an innovative AI assistant designed for financial advisers, aimed at automating and simplifying the tedious paperwork and administrative tasks that often take up valuable hours, thus enabling advisers to concentrate on fostering client relationships and engaging in strategic planning. It seamlessly integrates with Outlook or Google Calendar and has the capability to join or record meetings on various platforms such as Teams, Zoom, Google Meet, and Webex, efficiently capturing transcripts, recognizing speakers, and producing precise, templated notes and summaries that reflect the adviser’s unique tone in mere minutes. In addition to generating automatic meeting notes, Marloo is adept at understanding the nuances of financial advice and regulatory language, empowering users to inquire about prior client interactions and documents for immediate responses. Furthermore, it assists in meeting preparation by providing summaries of previous discussions, and automates the creation of follow-up emails, action items, and advice documents that are compliant with firm templates. With Marloo, financial advisers can significantly enhance their productivity and streamline their workflow, ultimately leading to improved client satisfaction and better service delivery.
API Access
Has API
API Access
Has API
Integrations
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Integrations
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AdvisorTrac
Website
www.go-redrock.com/solutions/advisortrac/
Vendor Details
Company Name
Marloo
Founded
2025
Country
United States
Website
www.gomarloo.com