This guide walks you through the Advisor Dashboard on the Zoe Wealth Platform. The left-hand toolbar is your main navigation. Each section below aligns with the order you will see on the toolbar.
Dashboard
The Dashboard provides a high-level overview of your book of business.
Chart of Returns: Shows performance across all accounts you manage. Filter by Year to Date or All.
Proposals Today:
Needs Review: Proposals where the auto rebalancer is off. You must accept or reject.
Approved Proposals: Proposals already accepted.
Pending Accounts:
Waiting for Client Signature: Client has received the account opening email but has not taken action.
Accounts Under Review: Submitted to Apex and expected to open in the next few business days.
Transfers in Progress: Displays deposits, withdrawals, internal transfers, and ACATs from the last two months. Click the arrow to see account details.
Upcoming Withdrawals: Lists scheduled cash withdrawals with account details.
Recently Completed Accounts: Shows accounts opened within the past week.
Pipeline
The Pipeline functions as your internal CRM within Zoe.
Lead Management: View referred clients scheduled on your calendar.
Communication: Collaborate with the Zoe sales team about deals.
Client Uploads: Track clients you manually add to the platform.
Inside Each Deal:
Activity: Communicate with the Zoe team.
Households: Add household members when joint accounts are needed.
Accounts: Review all accounts tied to the client deal.
Clients
The Clients section displays all clients past the drafting stage.
Click Client Name to open the associated Pipeline deal.
Click Account Number to view the specific account.
Columns include Account Type, Balance, Cash Available, 10-Day Performance, Year-to-Date Performance, Inception-to-Date Returns, Status, Model Assigned, Auto Rebalancer, Household, Fee Structure, Billing Group, and Beneficiaries.
Use the three-dot menu to assign a model, assign a fee structure, create journal entries, or generate a performance report.
Transfers
The Transfers section tracks all money movements.
ACAT Transfers: Default view with the status of pending account transfers.
Cash Transfers: Monitor ACH deposits and withdrawals by switching to the cash tab.
Investments
The Investments section lets you review or manage portfolios and models.
Portfolios: Access firm models and sleeves. Permissions may allow you to add or edit.
Model Marketplace: Browse available models from Morningstar, MSCI, SmartLeaf, BlackRock, State Street, and Vanguard. Direct indexing models may carry additional fees.
Billing: Create or review fee structures. Hover over a fee and click the pen icon to view details.
Firm Settings and Agreements: Adjust firm-wide settings and upload client agreements, if your permissions allow.
Payments: Set up or review ACH payment information.
Company Teams and Security Equivalents: Build company teams and assign security equivalents for tax loss harvesting.
Add a New Client
Use this section to add clients outside of the referral network.
Add Client to Existing Household: Select this option if the primary client already exists and you need to add household members for joint accounts.
Add New Household: Creates a new Pipeline deal for the client.
Required Information: First name, last name, email, and phone number.
Settings
The Settings section customizes your profile and availability.
Personal Info: Add your name, certifications, phone number, and address.
Meeting Links: Include Zoom, Teams, or YouTube links for client scheduling.
Bio and Hobbies: Create a client-facing profile to build rapport.
Availability: Sync your calendar for client scheduling.
Support
For additional questions or walkthroughs, contact [email protected].