Zoe Financial

Growing your practice takes more than just advising clients—it requires the right support. At Zoe, we partner with RIAs to help them scale efficiently, enhance client relationships, and optimize their business operations. 🔹 Seamless Onboarding: We guide advisors through platform adoption so they can focus on clients, not logistics. 🔹 Proactive Issue Monitoring – We track new accounts and transfers, resolving issues before they become roadblocks. 🔹 Personalized Support: Our team works closely with advisors, offering real-time assistance and insights to drive growth. Ready to enhance your advisory practice? Schedule a demo at:  https://hubs.li/Q02RhKK30 #WealthManagement #FinancialAdvisors #AdvisorTools #RIA #ZoeWealthPlatform

The S&P 500 and Nasdaq took a hit, but not all sectors struggled. Some areas of the market are still showing strength despite the sell-off... Watch now: https://hubs.li/Q0381Jxx0 #USAeconomy #StockMarket #ZoeFinancial #GrowYourWealth

Big moves at Zoe! In collaboration with MSCI Inc. we've brought enhanced Direct Indexing to the Zoe Wealth Platform. More personalization and more efficiency to empower RIAs to deliver tailored solutions for their clients. Read more at: https://lnkd.in/gi_g6cZU Request a Zoe Wealth Platform demo: https://lnkd.in/gAYTJAPp #ZoeFinancial #MSCI #DirectIndexing #WealthManagement #RIAs

A fresh new look! The Model Marketplace on the Zoe Wealth Platform simplifies model management—delivering clarity, efficiency, and a seamless advisor experience. Advisors can easily create or edit firm models, review allocations, and subscribe to provider models—all in one intuitive view. #WealthManagement #FinancialAdvisors #AdvisorTools #RIA #ZoeWealthPlatform

Earnings are smashing forecasts, with non-tech sectors leading—can they keep the market climbing? Watch now at https://hubs.li/Q03776Zg0 #StockMarket #USAeconomy #GrowYourWealth #ZoeFinancial

Yes, RIAs are independent, they prioritize clients, and retention rates are high. But the hard truth? Most RIAs struggle to find new clients—organic growth remains one of the biggest challenges in the industry. So, what’s holding RIAs back? And more importantly, what can they do about it? Read the full article by Zoe’s Founder & CEO, Andres Garcia-Amaya, CFA, on Citywire: https://lnkd.in/g3zRdMjt #RIAgrowth #DigitalTransformation #WealthManagement #ZoeFinancial

Join Zoe’s founder & CEO, Andres Garcia-Amaya, CFA, where he discusses the market outlook, Fed cuts, and earnings. Watch this week's episode of “The Exchange” on CNBC at: https://lnkd.in/gwHuFyCD #TheExchange #CNBC #ZoeFinancial #GrowYourWealth

Tailored investing made simple! Direct Indexing, our platform's latest feature, enables advisors to offer all their clients customized portfolio solutions that were once only available to the ultra-wealthy. We continue to empower advisors to deliver personalized, tax-efficient investment solutions to a wider range of clients. Read more: https://hubs.li/Q036c2P70 #DirectIndexing #WealthManagement #RIASimplified #InvestingMadePersonal

Wages rose 4.1%, beating inflation and boosting consumer spending—but will higher paychecks fuel service inflation? Find out more at https://hubs.li/Q0362H3J0 #USEconomy #StockMarket #GrowYourWealth #ZoeFinancial

What’s New on the Zoe Wealth Platform? Managing and assigning models just got easier! Here’s what’s new this month: ✓ New Model Marketplace View: Seamlessly browse, manage, and subscribe to models. ✓ Simplified Model Creation: Build and organize models effortlessly with new tags and security equivalents. ✓ Model Blending & Assignments Made Easy: Streamline your workflow by blending and assigning models seamlessly in just one step. Explore these updates and streamline your investment management today! #WealthManagement #FinancialAdvisors #RIA #ZoeWealthPlatform