Zoe Financial

Assigning a Model to an Investment Account

Creating a Model

Trade Proposal Generation & Approval

Security Constraints on the Zoe Platform

Sarah Miller

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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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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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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