The information in the visuals above is for illustrative purposes only and does
not represent an actual user's account, balance, or return.
Power Your Business with Choices and Flexibility
Keep every client plan accurate, complete, and
always up to date.
Power Your Business with Choices and Flexibility
Power Your Business with Choices and Flexibility
Choose from institutionally recognized* third-party model providers or build fully customized portfolios, all on Zoe’s turnkey platform.
Choose from institutionally recognized* third-party model providers or build fully customized portfolios, all on Zoe’s turnkey platform.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
Access institutional third-party asset managers
Access institutional third-party asset managers
Access institutional third-party asset managers
Streamline your entire portfolio management process
Streamline your entire portfolio management process
Streamline your entire portfolio management process
Combine and deploy models from multiple providers in minutes
Combine and deploy models from multiple providers in minutes
Combine and deploy models from multiple providers in minutes
Core Functionalities
Core Functionalities
Industry-Leading Portfolio Solutions
Zoe’s Model Marketplace gives you direct access to portfolios and investment strategies from the established global asset managers.
Zoe’s Model Marketplace gives you direct access to portfolios and investment strategies from the established global asset managers.
Featured Providers:
Featured Providers:
BlackRock • Morningstar • MSCI • SmartLeaf • State Street • Vanguard
BlackRock • Morningstar • MSCI • SmartLeaf • State Street • Vanguard
Industry-Leading Portfolio Solutions
Zoe’s Model Marketplace gives you direct access to portfolios and investment strategies from the established global asset managers.
Featured Providers:
BlackRock • Morningstar • MSCI • SmartLeaf • State Street • Vanguard
Multi-Manager Models with Built-In
Tax Loss Harvesting
Multi-Manager Models with Built-In
Tax Loss Harvesting
Access investment solutions from multiple providers, all within a single Multi-Manager Model on Zoe’s platform.
Access investment solutions from multiple providers, all within a single Multi-Manager Model on Zoe’s platform.
BlackRock and State Street’s models include pre-configured equivalents with built-in, tax-aware settings and tax-loss harvesting to help manage realized gains and after-tax efficiency.**
BlackRock and State Street’s models include pre-configured equivalents with built-in, tax-aware settings and tax-loss harvesting to help manage realized gains and after-tax efficiency.**
Multi-Manager Models with
Built-In Tax Loss Harvesting
Access investment solutions from multiple providers, all within a single Multi-Manager Model on Zoe’s platform.
BlackRock and State Street’s models include pre-configured equivalents with built-in, tax-aware settings and tax-loss harvesting to help manage realized gains and after-tax efficiency.**
Direct Indexing Models
Zoe integrates custom direct indexing solutions from long-standing third-party providers, empowering advisors to deliver portfolios that could be tailored to each client’s unique preferences.
Zoe integrates custom direct indexing solutions from long-standing third-party providers, empowering advisors to deliver portfolios that could be tailored to each client’s unique preferences.
Direct Indexes Providers:
Direct Indexes Providers:
MSCI • Morningstar Indexes • SmartLeaf
MSCI • Morningstar Indexes • SmartLeaf
Direct Indexing Models
Zoe integrates custom direct indexing solutions from long-standing third-party providers, empowering advisors to deliver portfolios that could be tailored to each client’s unique preferences.
Direct Indexes Providers:
MSCI • Morningstar Indexes • SmartLeaf
Why Advisors Choose Zoe
Technology You
Can Rely On
Why Advisors Choose Zoe
Diversification
Diversification
Enhance portfolio diversification through strategies from multiple asset managers.
Enhance portfolio diversification through strategies from multiple asset managers.
Tax Efficiency
Potentially improve after-tax returns with integrated tax loss harvesting.
Potentially improve after-tax returns with integrated tax loss harvesting.
Time Savings
Time Savings
Deploy turnkey portfolios instantly: no setup hassle, no minimums.
Deploy turnkey portfolios instantly: no setup hassle, no minimums.
Diversification
Investment accounts are protected by SIPC coverage up to applicable limits, and cash balances are FDIC-insured through our partner banks.
Tax Efficiency
Potentially improve after-tax returns with integrated tax loss harvesting.
Time Savings
Deploy turnkey portfolios instantly: no setup hassle, no minimums.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Zoe Financial® is a registered trademark of Zoe Financial, Inc. All rights reserved. Zoe Financial is independent and is not affiliated with, sponsored by, or endorsed by the firms listed. The firms listed are independent third-party providers. All trademarks are the property of their respective owners.
* ”Institutionally recognized” means the provider’s products or services are used or licensed by institutional or enterprise clients (e.g., RIAs, broker-dealers, banks) or are included on major advisor/custodial platforms as of October 22, 2025. Investing involves risk; Zoe does not guarantee performance.
**Actual model adoption experiences may vary. Zoe makes no representation or warranty as to the accuracy, timeliness, or completeness of any data or model output provided by third parties. Tax-loss harvesting and any after-tax benefits are not guaranteed and depend on client circumstances and market conditions. Zoe does not provide tax advice. Clients should consult a qualified tax professional. Direct indexing seeks to approximate a stated index but may deviate; customization can increase turnover, costs, and tracking error.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial® is a registered trademark of Zoe Financial, Inc. All rights reserved. Zoe Financial is independent and is not affiliated with, sponsored by, or endorsed by the firms listed. The firms listed are independent third-party providers. All trademarks are the property of their respective owners.
* ”Institutionally recognized” means the provider’s products or services are used or licensed by institutional or enterprise clients (e.g., RIAs, broker-dealers, banks) or are included on major advisor/custodial platforms as of October 22, 2025. Investing involves risk; Zoe does not guarantee performance.
**Actual model adoption experiences may vary. Zoe makes no representation or warranty as to the accuracy, timeliness, or completeness of any data or model output provided by third parties. Tax-loss harvesting and any after-tax benefits are not guaranteed and depend on client circumstances and market conditions. Zoe does not provide tax advice. Clients should consult a qualified tax professional. Direct indexing seeks to approximate a stated index but may deviate; customization can increase turnover, costs, and tracking error.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Zoe Financial® is a registered trademark of Zoe Financial, Inc. All rights reserved. Zoe Financial is independent and is not affiliated with, sponsored by, or endorsed by the firms listed. The firms listed are independent third-party providers. All trademarks are the property of their respective owners.
* ”Institutionally recognized” means the provider’s products or services are used or licensed by institutional or enterprise clients (e.g., RIAs, broker-dealers, banks) or are included on major advisor/custodial platforms as of October 22, 2025. Investing involves risk; Zoe does not guarantee performance.
**Actual model adoption experiences may vary. Zoe makes no representation or warranty as to the accuracy, timeliness, or completeness of any data or model output provided by third parties. Tax-loss harvesting and any after-tax benefits are not guaranteed and depend on client circumstances and market conditions. Zoe does not provide tax advice. Clients should consult a qualified tax professional. Direct indexing seeks to approximate a stated index but may deviate; customization can increase turnover, costs, and tracking error.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial® is a registered trademark of Zoe Financial, Inc. All rights reserved. Zoe Financial is independent and is not affiliated with, sponsored by, or endorsed by the firms listed. The firms listed are independent third-party providers. All trademarks are the property of their respective owners.
* ”Institutionally recognized” means the provider’s products or services are used or licensed by institutional or enterprise clients (e.g., RIAs, broker-dealers, banks) or are included on major advisor/custodial platforms as of October 22, 2025. Investing involves risk; Zoe does not guarantee performance.
**Actual model adoption experiences may vary. Zoe makes no representation or warranty as to the accuracy, timeliness, or completeness of any data or model output provided by third parties. Tax-loss harvesting and any after-tax benefits are not guaranteed and depend on client circumstances and market conditions. Zoe does not provide tax advice. Clients should consult a qualified tax professional. Direct indexing seeks to approximate a stated index but may deviate; customization can increase turnover, costs, and tracking error.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved