Advisory Process Automation

Early access on invitation only.

A public beta will be available in early 2024!

Zenith One is an end-to-end advisory process automation platform that learns from working with human advisers and replicates tasks that do not require personal human interaction.

Its cognitive intelligence (the 'bot') streamlines the financial advisory processes, unlocking revenue and business growth potential. It enables seamless integration with the best advisory tools on the market to deliver clients the highest quality and value. The end-to-end unified experience, with a single point of digital interaction, strengthens the Financial Advisers' brands and reduces cybercrime risk.