Introducing the Zoe Wealth Platform
Discover the modern investment platform exclusively designed to provide a better client experience.
Introducing the Zoe Wealth Platform
Discover the modern investment platform exclusively designed to provide a better client experience.
Introducing the Zoe Wealth Platform
Discover the modern investment platform exclusively designed to provide a better client experience.
Provide a Better Client Experience & Scale Your Practice
Provide a Better Client Experience & Scale Your Practice
An All-In-One Wealth Platform
An All-In-One Wealth Platform
An All-In-One Wealth Platform
An All-In-One Wealth Platform
Digital Account Opening & Funding
○ Provide a seamless onboarding experience for clients.
○ Open accounts in just a few minutes.
○ Clients can transfer cash or investments digitally – No more paper forms!
Digital Account Opening & Funding
○ Provide a seamless onboarding experience for clients.
○ Open accounts in just a few minutes.
○ Clients can transfer cash or investments digitally – No more paper forms!
Digital Account Opening & Funding
○ Provide a seamless onboarding experience for clients.
○ Open accounts in just a few minutes.
○ Clients can transfer cash or investments digitally – No more paper forms!.
Digital Account Opening & Funding
○ Provide a seamless onboarding experience for clients.
○ Open accounts in just a few minutes.
○ Clients can transfer cash or investments digitally – No more paper forms!
Modern Client Dashboard
○ Give clients a delightful experience with their money.
○ Track everything in one place with held-away account aggregation.
○ Transparent and interactive dashboard to keep your clients informed.
Modern Client Dashboard
○ Give clients a delightful experience with their money.
○ Track everything in one place with held-away account aggregation.
○ Transparent and interactive dashboard to keep your clients informed.
Modern Client Dashboard
○ Give clients a delightful experience with their money.
○ Track everything in one place with held-away account aggregation.
○ Transparent and interactive dashboard to keep your clients informed.
Model Marketplace
○ Craft bespoke portfolios for your clients.
○ Tap into the expertise of industry leaders like BlackRock, Vanguard, and State Street.
○ Easily assign models to meet your clients’ financial goals.
Model Marketplace
○ Craft bespoke portfolios for your clients.
○ Tap into the expertise of industry leaders like BlackRock, Vanguard, and State Street.
○ Easily assign models to meet your clients’ financial goals.
Model Marketplace
○ Craft bespoke portfolios for your clients.
○ Tap into the expertise of industry leaders like BlackRock, Vanguard, and State Street.
○ Easily assign models to meet your clients’ financial goals.
Automated Rebalancing
○ Automated, tax-efficient rebalancing.
○ Keep your portfolio aligned with your client’s goals and risk tolerance.
○ Bring your client’s assets back to their intended allocation.
Automated Rebalancing
○ Automated, tax-efficient rebalancing.
○ Keep your portfolio aligned with your client’s goals and risk tolerance.
○ Bring your client’s assets back to their intended allocation.
Automated Rebalancing
○ Automated, tax-efficient rebalancing.
○ Keep your portfolio aligned with your client’s goals and risk tolerance.
○ Bring your client’s assets back to their intended allocation.
Billing & Performance
○ Create custom fee schedules in minutes, not hours.
○ Automatically generate invoices at your preferred billing cadence.
○ Track investment performance across multiple accounts.
Billing & Performance
○ Create custom fee schedules in minutes, not hours.
○ Automatically generate invoices at your preferred billing cadence.
○ Track investment performance across multiple accounts.
Billing & Performance
○ Create custom fee schedules in minutes, not hours.
○ Automatically generate invoices at your preferred billing cadence.
○ Track investment performance across multiple accounts.