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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.

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Private banks and financial institutions seeking a solution to streamline their services and improve their wealth management business

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Free
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Axisoft
Founded: 1998
China
www.axisoft.com

Company Information

Zoe Financial
Founded: 2018
United States
zoefinancial.com

Alternatives

Alternatives

Surecomp RIVO

Surecomp RIVO

Surecomp
KBQuest WMS

KBQuest WMS

KBQuest

Categories

Wealth Management Supported

Categories

Wealth Management Supported

Integrations

Square POS Supported

Integrations

Square POS Not Supported
Claim Axisoft and update features and information
Claim Axisoft and update features and information
Claim Zoe Financial and update features and information
Claim Zoe Financial and update features and information