Onboard clients in minutes, not weeks.
Onboard clients in minutes, not weeks.
Onboard clients in minutes, not weeks.
Onboard clients in minutes, not weeks.
Zoe expedites onboarding by combining account opening, account funding, and agreement signatures into one seamless, digital flow.
Zoe expedites onboarding by combining account opening, account funding, and agreement signatures into one seamless, digital flow.
Zoe expedites onboarding by combining account opening, account funding, and agreement signatures into one seamless, digital flow.
Zoe expedites onboarding by combining account opening, account funding, and agreement signatures into one seamless, digital flow.
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.
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
Simplify the onboarding process by using a single, digital form to open multiple accounts.
One digital form for all accounts
Open brokerage, retirement, and more
New accounts processed in minutes
Open brokerage, retirement, and more
New accounts processed in minutes
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
Simplify the onboarding process by using a single, digital form to open multiple accounts.
One digital form for all accounts
Open brokerage, retirement, and more
New accounts processed in minutes
Open brokerage, retirement, and more
New accounts processed in minutes
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.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
Advisory Agreements
Include your advisory agreement to be signed within the account opening form to create an easy, all-in-one experience for your clients.
Client details automatically populate
Client details automatically populate
RIA and Advisor ADVs delivered
RIA and Advisor ADVs delivered
Collect e-signatures seamlessly
Collect e-signatures seamlessly
Client details automatically populate
RIA and Advisor ADVs delivered
Collect e-signatures seamlessly
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
Intuitive Client Experience
Make it easier for new clients to get started by allowing them to complete all onboarding tasks at once.
Receive a single onboarding invite
Receive a single onboarding invite
Open all accounts and initiate funding
Open all accounts and initiate funding
Eliminate repetitive and fragmented tasks
Eliminate repetitive and fragmented tasks
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
Dedicated Client Service Team
Rely on Zoe for onboarding operations to serve more clients without increasing headcount.
Proactive issue monitoring
Real time support
Guided client calls by request
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
Dedicated Client Service Team
Rely on Zoe for onboarding operations to serve more clients without increasing headcount.
Proactive issue monitoring
Real time support
Guided client calls by request
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.
One digital form for all accounts
Open brokerage, retirement, and more
New accounts processed in minutes
Open brokerage, retirement, and more
New accounts processed in minutes
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.
Advisory Agreements
Include your advisory agreement to be signed within the account opening form to create an easy, all-in-one experience for your clients.
Client details automatically populate
RIA and Advisor ADVs delivered
Collect e-signatures seamlessly
Client details automatically populate
RIA and Advisor ADVs delivered
Collect e-signatures seamlessly
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
Intuitive Client Experience
Make it easier for new clients to get started by allowing them to complete all onboarding tasks at once.
Receive a single onboarding invite
Open all accounts and initiate funding
Eliminate repetitive and fragmented tasks
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
Dedicated Client Service Team
Rely on Zoe for onboarding operations to serve more clients without increasing headcount.
Proactive issue monitoring
Real time support
Guided client calls by request
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.
One digital form for all accounts
Open brokerage, retirement, and more
New accounts processed in minutes
Open brokerage, retirement, and more
New accounts processed in minutes
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.
Advisory Agreements
Include your advisory agreement to be signed within the account opening form to create an easy, all-in-one experience for your clients.
Client details automatically populate
RIA and Advisor ADVs delivered
Collect e-signatures seamlessly
Client details automatically populate
RIA and Advisor ADVs delivered
Collect e-signatures seamlessly
The information in the visuals above is for illustrative purposes only and
does not represent an actual user's , balance, or return.
Intuitive Client Experience
Make it easier for new clients to get started by allowing them to complete all onboarding tasks at once.
Receive a single onboarding invite
Open all accounts and initiate funding
Eliminate repetitive and fragmented tasks
The information in the visuals above is for illustrative purposes only
and does not represent an actual user's , balance, or return.
Dedicated Client Service Team
Rely on Zoe for onboarding operations to serve more clients without increasing headcount.
Proactive issue monitoring
Real time support
Guided client calls by request
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.
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. 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 provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. 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 provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. 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 provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. 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 provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
* ”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. No ranking or preference is applied to Model selection. **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. Past performance is no guarantee of future results.
Model Marketplace designated as “third-party” are designed, owned, and maintained by the respective provider. Zoe does not direct, control, or validate the provider’s methodology, data inputs, or trading rules. Provider names appear for identification only and do not constitute an endorsement or sponsorship. Zoe and the provider are independent, unaffiliated entities. Provider names and marks (e.g., BlackRock®) are trademarks of their respective owners. Zoe may receive fees for providing access to the Model Marketplace. Zoe does not receive compensation from model providers tied to fund selection or trading volume unless specifically disclosed.
Zoe Financial does not guarantee the timing, success rate, or client retention outcomes from eMoney integration. Actual integration experiences may vary.