Zoe Financial

Sarah Miller

Input new &amp; use existing models, assign portfolios, and implement rebalancing strategies to help clients stay aligned with their investment goals.

Trading & Rebalancing

How Rebalancing and Trading Works on the Zoe Platform

Introduction to Tax Loss Harvesting on the Zoe Wealth Platform

Zoe Wealth Platform - Rebalancer

Zoe Rebalancer - Tracking Preference

Direct Indexing on the ZWP

Getting Started

Assigning a Model to an Investment Account

Creating a Model

Trade Proposal Generation & Approval

Security Constraints on the Zoe Platform

In addition to the content listed here, please feel free to reach out to trading@zoefin.com (or your designated relationship manager) for any trading-specific inquiries.

Setting Up Accounts

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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