Introducing the Zoe Wealth Platform
Discover the modern investment platform exclusively designed to provide a better client experience.
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.
Provide a Better Client Experience & Scale Your Practice
* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22, ’23, & ’24 based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Zoe Financial did not compensate NerdWallet for the rating, however Zoe does have a referral agreement with NerdWallet which creates a conflict of interest. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22, recognizing the organizations that are transforming industries and shaping society. Find more information on FastCompany Awards, Nerdwallet Awards, and additional disclosures here. ** The preceding endorsements were provided by non-clients of Zoe Financial. No compensation was provided for these endorsements. These endorsements do not guarantee a level of success, nor do they guarantee that all users will have the same experience.
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!
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.
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.
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.