Zoe Network Partnerships
As part of the Zoe Network, advisors have exclusive access to offers from our partners in the industry.
A Few of Our Partners
Modern and collaborative CRM tech solution for advisors to stay connected with clients, prospects and staff in their teams. Wealthbox offers multiple features to manage contacts, mail, tasks, reports, and much more, through a very intuitive digital tool.
Digital wealth management platform for advisors to improve their clients’ experience throughout goal setting, portfolio creation, financial plan management, and performance tracking.
Tech-driven asset manager that powers the creation of separately managed account (SMA) portfolios in line with clients’ sustainability values, financial goals, and tax priorities.
Holistic digital platform for advisors to do performance reporting, billing, and rebalancing for their clients. It offers RIAs tools for creating interactive reports and charts that can be securely shared through client and advisor portals.
Software for advisors to grow their businesses and set up their clients for financial success. Right Capital’s solution is mainly focused on making even the most complex elements of financial planning, understandable to anyone.
Their features include financial picture visualization, budgeting, spending tracking, and even digital onboarding for clients.
Client-advisor collaboration digital solution for setting realistic expectations and creating strategic plans to achieve clients’ lifetime financial goals.
After defining and prioritizing objectives into needs, wants, and wishes, MoneyGuide enables advisors to visually display the financial plan and allow clients to interact with it to see how changes could potentially affect the result.
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