Related Products
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About
Axisoft is a top-notch financial technology provider with offices in Hong Kong, Singapore, Shanghai, Zhuhai, and ShenZhen. Since 1998, we have been helping global top-tier private banks to improve their profitability through the deployment of our solutions in several countries. Our uniqueness comes from our profound domain knowledge in both finance and technology, the expertise of the best-in-class industry solutions, the capability of implementing quality applications, and our dedication to the most professional local support. At Axisoft, all professionals possess solid knowledge in both finance and technology. Our cross-domain knowledge enables us to understand and analyze financial problems and requirements, hence, applying the most appropriate technology to financial institutions achieve their business objectives. Our solutions have consistently received acclaim from the technology industry.
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About
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Private banks and financial institutions seeking a solution to streamline their services and improve their wealth management business
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Audience
Individuals and investors wanting a tool to find fiduciary financial advisors, open and fund investment accounts, and manage portfolios with automated tools and expert guidance
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAxisoft
Founded: 1998
China
www.axisoft.com
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Company InformationZoe Financial
Founded: 2018
United States
zoefinancial.com
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Categories |
Categories |
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Integrations
Square POS
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