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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhance client satisfaction and drive superior business results. Our investments are tailored to meet the unique needs and preferences of each client. We deliver outstanding, scalable service for both discretionary and advisory mandates. Clients gain access to invaluable expertise and technological resources without the burden of ownership. This support spans from the onboarding process all the way through daily operations. We empower financial professionals with investment technology and services designed to simplify their tasks immensely. At its essence, investment management involves directing clients' funds to help them realize their aspirations, and we strive to maintain that simplicity. Evooq partners with wealth and asset managers to enhance their services and streamline operations, enabling them to secure improved outcomes for their clients and businesses alike. Operating from Switzerland, we collaborate with wealth and asset management firms globally, ensuring they have the tools and support necessary to thrive in a competitive landscape. Our commitment is to continually innovate and adapt to the evolving needs of our partners.

Description

Zoe Financial is a contemporary digital wealth management platform designed to provide a cohesive experience for both clients and financial advisors, facilitating effortless onboarding, investment account creation, funding, and portfolio supervision with an emphasis on achieving more favorable financial results. It links users to carefully selected independent fiduciary financial advisors and allows for digital account creation within minutes, thus removing the need for paper forms and streamlining both cash and investment transfers. After accounts are established, Zoe’s innovative technology offers features like automated portfolio rebalancing, strategic tax management approaches such as tax-loss harvesting, direct indexing, and fractional share trading, all aimed at enhancing after-tax returns and sustaining target allocations. The Zoe Model Marketplace grants users access to diverse portfolios and investment strategies curated by renowned global asset managers, while also equipping users with tools to monitor performance and manage accounts in a collaborative manner between clients and their advisors. Ultimately, Zoe Financial aims to revolutionize the wealth management experience by integrating cutting-edge technology with personalized financial guidance.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
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

Evooq

Country

Switzerland

Website

www.evooq.ch/

Vendor Details

Company Name

Zoe Financial

Founded

2018

Country

United States

Website

zoefinancial.com

Product Features

Product Features

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