Zeta Advisor

Zeta empowers financial advisors to manage their clients seamlessly while on the move, harnessing AI agents to automate repetitive tasks and surface actionable insights. With Zeta, you can:
Automate paraplanning, research & data tasks — reduce admin overhead and reclaim time for client relationships.
Onboard clients quickly with built-in KYC collection and insight generation.
Access client portfolios & profiles anywhere from your mobile device, with real-time updates and secure data sync.
Generate smart recommendations & insights using AI agents tailored to wealth-management workflows.
Integrate with your systems — link Zeta with your CRM, planning tools, and compliance stack.
Stay compliant & audit ready with built-in logs, versioning and audit trails.
Zeta handles ~85% of routine tasks so you can spend more time advising, not admin.
Whether in meetings, travelling, or working from remote locations, Zeta gives you full control over your practice—trusted by financial advisors striving for efficiency, insight, and growth.