Revolutionise your financial advisory experience with artificial intelligence.
Revolutionise your financial advisory experience with artificial intelligence.
Personalised financial planning through AI enhanced
analysis of your finances.
Personalised financial planning through AI enhanced
analysis of your finances.
Revolutionise your financial advisory experience with artificial intelligence.
Personalised financial planning through AI enhanced
analysis of your finances.
Revolutionise your financial advisory experience with artificial intelligence.
Personalised financial planning through AI enhanced
analysis of your finances.
Introducing Zeta
We understand your needs.
In the competitive financial advisory world, managing in-house tasks can be labour-intensive. Zeta automates repetitive tasks with AI, doing the heavy lifting so that you can focus on what matters to your clients.
We understand your needs.
In the competitive financial advisory world, managing in-house tasks can be labour-intensive. Zeta automates repetitive tasks with AI, doing the heavy lifting so that you can focus on what matters to your clients.
We understand your needs.
In the competitive financial advisory world, managing in-house tasks can be labour-intensive. Zeta automates repetitive tasks with AI, doing the heavy lifting so that you can focus on what matters to your clients.
What we offer
We have a solution.
Zeta, your AI assistant, automates paraplanning, investment research, and data tasks, completing 85% of repetitive work, boosting efficiency, and enhancing client relationships.
Seamless Client Onboarding
Effortlessly capture KYC details and client interests to provide comprehensive insights from the start.
Seamless Client Onboarding
Effortlessly capture KYC details and client interests to provide comprehensive insights from the start.
Seamless Client Onboarding
Effortlessly capture KYC details and client interests to provide comprehensive insights from the start.
Seamless Client Onboarding
Effortlessly capture KYC details and client interests to provide comprehensive insights from the start.
AI-Driven Fact Finding
Automate the collection of financial data, saving time and enhancing accuracy for both advisors and clients.
AI-Driven Fact Finding
Automate the collection of financial data, saving time and enhancing accuracy for both advisors and clients.
AI-Driven Fact Finding
Automate the collection of financial data, saving time and enhancing accuracy for both advisors and clients.
AI-Driven Fact Finding
Automate the collection of financial data, saving time and enhancing accuracy for both advisors and clients.
Integrated Financial Tools
Fully integrate with top cashflow planning and CRM tools like Voyant, Dynamic Planner, and HubSpot.
Integrated Financial Tools
Fully integrate with top cashflow planning and CRM tools like Voyant, Dynamic Planner, and HubSpot.
Integrated Financial Tools
Fully integrate with top cashflow planning and CRM tools like Voyant, Dynamic Planner, and HubSpot.
Integrated Financial Tools
Fully integrate with top cashflow planning and CRM tools like Voyant, Dynamic Planner, and HubSpot.
Personalised Portfolio Creation
Create bespoke portfolios tailored to client preferences, leveraging AI for thorough investment research.
Efficient Suitability Reporting
Generate suitability reports and conduct fact finds in minutes, streamlining your workflow and improving productivity.
Personalised Portfolio Creation
Create bespoke portfolios tailored to client preferences, leveraging AI for thorough investment research.
Efficient Suitability Reports
Generate suitability reports and conduct fact finds in minutes, streamlining your workflow and improving productivity.
Comprehensive Investment Research
Comprehensive Investment Research
Real-Time Portfolio Valuations
Real-Time Portfolio Valuations
Customisable Suitability Reports
Customisable Suitability Reports
Secure Document Management
Secure Document Management
Client Outreach Services
Client Outreach Services
Performance Tracking and Analytics
Performance Tracking and Analytics
Regulatory Compliance Support
Regulatory Compliance Support
How it works
About Zeta
At Zeta, our vision is to transform the financial advisory landscape by leveraging cutting-edge artificial intelligence.
At Zeta, our vision is to transform the financial advisory landscape by leveraging cutting-edge artificial intelligence.
Watch Video
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FAQs
We’ve got the answers
How does Zeta help financial advisors?
What are the key principles to follow for using AI responsibly in financial services?
What financial tools does Zeta integrate with?
How does Zeta use AI in financial planning?
Can Zeta handle client data securely?
What are the main features of Zeta?
How does Zeta improve the client experience?
Is there a trial version available for Zeta?
How can I get started with Zeta?
What support does Zeta offer?
How does Zeta help financial advisors?
What are the key principles to follow for using AI responsibly in financial services?
What financial tools does Zeta integrate with?
How does Zeta use AI in financial planning?
Can Zeta handle client data securely?
What are the main features of Zeta?
How does Zeta improve the client experience?
Is there a trial version available for Zeta?
How can I get started with Zeta?
What support does Zeta offer?
Connect with us
Connect with us
Reach out to us, and let's start the conversation. Your success is our priority.
Reach out to us, and let's start the conversation. Your success is our priority.