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Average Ratings 0 Ratings
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.
Description
Across various sectors, companies are striving to innovate and integrate more deeply into our daily lives. We assist financial institutions in improving their customer interactions and enhancing their services by providing access to third-party solutions. Additiv empowers consumer brands to enrich their value propositions and increase revenue through smooth and highly contextual financial experiences. Acting as the vital link, additiv connects you with all necessary components to deliver integrated and contextually relevant financial services. This encompasses everything needed to orchestrate financial offerings: advanced technology, an open ecosystem, specialized expertise, legal and operational frameworks, and continuous support. Our strategic partnership guides you throughout the orchestration journey, from defining business models to bringing them to fruition. As a result, you receive comprehensive, ready-to-implement financial experiences that are not only seamless and contextualized but also accessible across multiple channels, ensuring an enriched customer engagement. This holistic approach enables brands to stay ahead in the competitive landscape by providing tailored financial solutions that resonate with their audience.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
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
Zoe Financial
Founded
2018
Country
United States
Website
zoefinancial.com
Vendor Details
Company Name
additiv
Founded
1998
Country
Switzerland
Website
www.additiv.com