Zoe Financial 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.
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PortfolioPilot
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Pricing
Pricing Starts At:
Free
Free Version:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Zoe Financial
Year Founded:
2018
Headquarters:
United States
Website:
zoefinancial.com
Media
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Product Details
Platforms
Web-Based
iPhone App
iPad App
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Online Support
Zoe Financial Features and Options
Zoe Financial User Reviews
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