FINANCIAL ADVISORY INTELLIGENCE
Your Advisory Brain,
Simplified.
Domain-specific AI for financial advisors. See the full client picture instantly. Make faster decisions with precise context.
Platform
The Advisory Intelligence Layer
Zom adapts to your philosophy, not the other way around. Every feature is designed for real advisory workflows.
Your firm's data in one conversation.
Every household, custodian, and Roth IRA, working for you. Interact with all of your firm and client data in one place, designed for real advisory workflows.
Smith Family
riley.smith@email.com
AUM
$2.2M
Risk
62%
Members
3
Age
58
Top Holdings
YTD Return
+12.4%
Next Review
Jan 15
Platform
The Advisory Intelligence Layer
Zom adapts to your philosophy, not the other way around. Every feature is designed for real advisory workflows.
Context-Aware Chat
Your firm's data in one conversation.
Automated Workflows
Routine work done before you arrive.
Unified Integrations
Every platform connected in one place.
Smith Family
riley.smith@email.com
AUM
$2.2M
Risk
62%
Members
3
Age
58
Top Holdings
YTD Return
+12.4%
Next Review
Jan 15
Fiduciary Solutions
How Advisors Work
Upcoming
Tax-Loss Harvest
Jan 12
RMD Deadline
Jan 18
Rebalance Review
Jan 24
Daily Briefings
Advisor compass
08:30 AM
Strategy sync
11:00 AM
Advisor prep
Proactive Planning
Zom continuously monitors client situations and surfaces routine check-ins and tax-aware opportunities before they're missed.
Solutions for PlanningSpend your time advising, not organizing.
Zom removes operational drag across planning, meetings, research, and risk so advisors stay focused on judgment, not coordination.
Upcoming
Tax-Loss Harvest
Jan 12
RMD Deadline
Jan 18
Rebalance Review
Jan 24
Daily Briefings
Advisor compass
08:30 AM
Strategy sync
11:00 AM
Advisor prep
Fiduciary Solutions
How Advisors Work
Proactive Planning
Proactive Planning
Live Meetings
Live Meetings
Instant Research
Instant Research
Hedging & Risk
Hedging & Risk Awareness
Spend your time advising, not organizing.
Zom removes operational drag across planning, meetings, research, and risk so advisors stay focused on judgment, not coordination.
Preview
Concept walkthrough
See how Zom AI helps advisors analyze portfolios and recommend rebalancing strategies.
Zom AIGoogle Workspace data useHow Zom uses your Google Workspace data
Zom AI is a financial advisory intelligence platform for registered investment advisers. When you connect Google Workspace, Zom uses authorized Gmail, Google Calendar, and Google Drive data only to power the advisory workflows you request, such as meeting preparation, client follow-up, and document retrieval.
Gmail
Meeting preparation and client follow-up context.
Google Calendar
Agenda, scheduling, and upcoming-review context.
Google Drive
Retrieving documents you ask Zom to reference.
Connections are optional and controlled by you. Connected Google user data is never sold, used for advertising, or used to train AI models. Zom’s use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
Unlock how elite advisory firms operate.
Join forward-thinking RIAs transforming their practice with institutional-grade intelligence.