Manage Key Client Workflows Directly From Salesforce.
Manage Key Client Workflows Directly From Salesforce.
Manage Key Client Workflows Directly From Salesforce.
With Zoe’s new embedded widgets and real-time data sync, advisors can now manage key client workflows directly from Salesforce, increasing efficiency and reducing errors.
With Zoe’s new embedded widgets and real-time data sync, advisors can now manage key client workflows directly from Salesforce, increasing efficiency and reducing errors.
With Zoe’s new embedded widgets and real-time data sync, advisors can now manage key client workflows directly from Salesforce, increasing efficiency and reducing errors.
With Zoe’s new embedded widgets and real-time data sync, advisors can now manage key client workflows directly from Salesforce, increasing efficiency and reducing errors.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and
does not represent an actual user's account, balance, or return.
Open Multiple Accounts
Easily start the account opening process directly from Salesforce.
Faster onboarding
Faster onboarding
Faster onboarding
No manual data-entry
No manual data-entry
No manual data-entry
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
Transfer Accounts
Securely move assets to the Zoe Wealth Platform, all from your CRM.
Faster funding for new accounts
Faster funding for new accounts
Faster funding for new accounts
Include with account opening or at any time
Include with account opening or at any time
Include with account opening or at any time
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
Open Multiple Accounts
Simplify the onboarding process by using a single, digital
form to open multiple accounts.
Faster onboarding
No manual data-entry
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
Open Multiple Accounts
Easily start the account opening process directly from Salesforce.
Faster onboarding
No manual data-entry
The information in the visuals above is for illustrative purposes
only and does not represent an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's , balance, or return.
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.
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.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
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.