Zeta

Zeta Advisor (often just called Zeta) is an AI-powered workspace and mobile app for financial advisors that automates paraplanning, fact-finds, research, and report generation so they can focus more on client relationships. It centralizes client data, workflows, and AI agents into one tool advisors can use anywhere. Zeta is an AI assistant for advisors that handles up to ~85% of repetitive paraplanning and admin work, helping wealth managers onboard clients faster, prepare suitability reports, and manage portfolios on the go.
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Core features
AI-driven paraplanning to draft reports, recommendations, and summaries from client data.
​AI fact-finding to collect and structure KYC and financial details quickly and consistently.
​Automated investment research and data tasks that pull and organize key portfolio information.
​Mobile-first client management with access to profiles, portfolios, notes, and tasks in one app.
​Compliance support with built-in logs, versioning, and audit trails.
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Key tools it offers
AI agents tuned for wealth-management workflows (paraplanning, research, data prep).
​Onboarding flows capturing KYC, client interests, and risk preferences to feed into recommendations.
​Portfolio and profile views with real-time updates so advisors can review positions from anywhere.
​Report generator for fast, personalized suitability and advice documents.
​Integrations with CRM, planning, and compliance systems to fit into existing tech stacks.
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Benefits for users
For financial advisors: Free up time from paperwork, produce better reports faster, and stay on top of client data while traveling or between meetings.
​For advisory firms: Standardize processes, reduce admin overhead, and improve capacity per advisor without sacrificing quality or compliance.
​For clients: Receive more timely, personalized advice and smoother onboarding experiences.