Zoe Wealth Platform
Discover the modern solution that enables RIAs to onboard and service clients at scale.
The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.pibus leo.
An All-In-One Wealth Platform
Digital Account Opening & Funding
✔️ Open accounts in just a few minutes.
✔️ Seamless onboarding client experience.
✔️ Transfer cash or investments digitally – No more paper forms!
Automated Rebalancing
✔️ Automated, tax-efficient rebalancing.
✔️ Keep portfolios aligned with your client’s goals and risk tolerance.
✔️ Bring your client’s assets back to their intended allocation.
* The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.
Other Features & Services
Disclosure: This material provided by Zoe Financial is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Zoe Financial is not an accounting firm – clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Zoe Financial does not provide legal advice.
“We are confident that combining Zoe’s technology and support with our personalized financial planning will deliver great value to our clients and support advisor growth” *
“The preceding testimonials are provided by current members of the Zoe Advisor Network. No compensation was provided for the testimonial, however a conflict of interest exists because Zoe earns compensation from advisors on the Zoe Advisor Network. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.”
Case Studies
Learn how we partner with RIAs like yours. We’re committed to crafting solutions that align with your firm’s and clients’ needs.
Scale Efficiently with a Full-Service Growth Engine
This RIA is growing quickly but struggling with an outdated tech stack that hinders scaling. By switching to the Zoe Wealth Platform, they can scale efficiently, reduce costs, and grow their business without needing extra operational or trading staff.
Standardizing Operations & Automation to Drive Efficiency
This rapidly expanding RIA, scaling through both organic and paid channels, needed a platform to boost operational efficiency and manage growth. Their previous TAMP failed to deliver adequate support. By transitioning to the Zoe Wealth Platform, they standardized operations, cut costs, and automated tasks, enabling more effective scaling.
