Product · overview

The operating systemfor the boutique RIA.

Workflow, data, outcomes. Built to run the practice, not just answer the advisor's questions. Every client, every portfolio, every workflow, every compliance touch, in one place the team uses to make the firm better every week.

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4.6h

reclaimed per advisor / week

92%

drafts kept as-is

<11s

median brief assembly

14+

live integrations · growing

Revenue

Revenue per advisor without adding headcount.

Hours

Less admin, sharper preparation, every household.

Consistency

Your top advisor's expertise reaches every client.

Capacity

Bigger books served deeply. Real attention everywhere.

How it works · §02

Agentic AI for thepractice.

Zom is not a chatbox you type questions into. It is software that takes on the kind of work an associate, an intern, a junior analyst or a financial planner would do, and increasingly does that work on its own.

The platform sits across the systems your firm runs. As each source connects, Zom pulls in real data in real time and builds a single, queryable model of the practice. The more sources you connect, the sharper the model becomes.

The line we do not cross

The advisor stays in control. Zom does not send emails, execute trades, or move money on its own. It does the work, surfaces the output, the advisor decides what goes out the door.

FIG · DATA FABRICSOURCE → MODEL → OUTPUT

The spine · §03

Five forms of intelligence,one platform.

This is the architecture of the platform. Five places we turn raw practice data into business intelligence. Each one stands on its own; they compound when you connect them.

01Client

Client intelligence

Every household, every relationship, every conversation, every life event, every promise made and obligation outstanding, in one record the whole firm can search.

Household brief assembled from CRM, custodian, planning, notes
Every conversation searchable across the firm
Promises and obligations tracked with cycle-time SLAs

sub-30s

Data freshness across sources

02Portfolio

Portfolio and risk intelligence

Real positions across the asset stack. Stochastic and deterministic risk views side by side. Tax-aware rebalancing that respects where every dollar lives.

Public equity, fixed income, alts on the multi-asset roadmap
IPS drift checks at the household level
Lot-level harvest with wash-sale guardrails (shipping)

lot-level

Tax-aware analysis on tap

03Productivity

Advisor productivity intelligence

The admin work that does not need an advisor's brain stops needing the advisor's hour. Meeting summaries, follow-ups, action items, planning docs, all pre-populated from the conversation that just happened.

Drafts in the advisor's voice, awaiting review
Twenty hours of admin per advisor, compressed
Tasks, calendar entries, CRM updates, already there

4.6h

Reclaimed per advisor per week

04Compliance

Compliance intelligence

Every advice trail, every communication, every Reg S-P touch, every Rule 204-2 record, every AI output, logged, retrievable, ready to surface when the CCO or examiner asks.

Suitability checked against household profile on query
AI outputs retained and exportable per 204-2
Communication archive scannable across the firm

204-2

Audit trail · examiner-ready

05Firm

Firm management intelligence

A real operating dashboard for the principal. AUM trajectory, revenue per advisor, capacity by seat, client concentration risk, succession exposure, queryable any time.

"Who is at risk this quarter?", answer there
"Which advisor is overloaded?", answer there
Operating leverage tracked like AUM and revenue

firm-wide

One operating model

Workflows · §04

How the firm runsinside Zom.

Workflows are the unit of work. The team builds them, runs them, refines them, and over time the workflows become the firm's institutional knowledge. New hires inherit them on day one. The way your top advisor preps a review becomes how every advisor preps a review. This is the part that compounds.

W-01

Pre-meeting prep

Household brief, last conversation, recent account moves, planning gaps, what was promised last meeting, what is overdue.

CRMCUSTODYNOTESEMAIL

W-02

Post-meeting flow

Summary, follow-up email, action items, CRM updates, planning doc updates, all from the meeting that just ended.

TRANSCRIPTCRMDRAFTS

W-03

Quarterly review cycle

Portfolio drift, harvest opportunities, plan gaps, life-event check, ready-to-send client agenda.

CUSTODYPLANIPS

W-04

Compliance cycle

Communication archive check, suitability verification, books-and-records pull, exposure scan.

EMAILIPS204-2

W-05

Firm operations cycle

Pipeline review, advisor capacity check, at-risk client identification, AUM trajectory.

CRMCUSTODYCAL

W-06

Custom workflows

Anything specific to how the firm operates. Different firms run different workflows. Yours will too.

YOUR FIRM

Integrations · §05

Honest aboutwhat we see today.

Most AI tools for advisors overclaim. We do not. Here is exactly where we stand on the systems firms tend to ask about, live data, pipeline, partnership in motion, or roadmap. Tool not listed? Tell us. Advisors with API keys to their own platforms get a workaround built off those keys, we've done it before.

LivePipelinePartnershipRoadmap

Live · 7

Wealthbox

CRM

live data through our pipeline

BridgeFT

CUSTODY

multi-custodian data aggregation

Outlook

EMAIL · CAL

standard connector

Gmail

standard connector

G. Calendar

CALENDAR

standard connector

Drive

DOCS

standard connector

DocuSign

DOCS

standard connector

Pipeline · 3

Redtail

CRM

most data live · Notes pending direct partnership

eMoney

PLANNING

positions via scheduled exports

Orion

PORTFOLIO

positions via scheduled exports

Partnership · 4

RightCapital

PLANNING

direct partnership in motion

Holistiplan

TAX

direct partnership in motion

Wealth.com

ESTATE

direct partnership in motion

Black Diamond

PORTFOLIO

direct partnership in motion

Capabilities · §06

What ships when.No AI washing.

We measure ourselves out loud rather than wave a roadmap. Here is what works today, what is shipping next, and what is in the lab.

Stage · 01Shipping

Today

Client Intelligence: full
Advisor Productivity: full
Portfolio & Risk: foundational
Compliance audit trail
Firm Dashboard: foundational
SOC 2 Type II · ZDR · bank-level encryption

Stage · 02In build

Q2 to Q3 2026

Multi-asset ingestion (alts · options)
Dual stochastic + deterministic risk views
Lot-level tax-aware rebalancing
Firm Dashboard at full resolution

Stage · 03In lab

Q4 2026 to 2027

Real-time compliance monitoring
Succession planning intelligence
Advisor productivity benchmarking
Workflow marketplace · firm-tuned

Fit · §07

Who this is forand who it isn't.

Built for

Independent RIAs with 1 to 50 advisors
Firms already running a CRM, a custodian, and at least one planning tool
Principals who want to run the firm as a real business, not a book of accounts
Advisors who have done the tab-switching dance and want their Mondays back

Not for

Wirehouses, banks, insurance-only shops
Firms looking for a meeting-notes tool. Plenty of those exist.
Firms looking to outsource fiduciary judgment to a chatbot. We do not do that.
Robo-advisors or trade-execution. Zom surfaces decisions. The advisor or the custodian executes.

Boundaries · §08

And what Zom isnot.

Five things we will never claim.

Not a CRM

We sit on top of yours and make it sharper.

Not a custodian

We pull from your custody data, never replace it.

Not a trading platform

Zom surfaces decisions. The advisor or custodian executes.

Not a meeting-notes tool

Meetings are one input. The platform runs above them.

Not a generic AI chatbot

Purpose-built for the advisory practice.

One firm at a time

Built so advisors can movewith the speed of giants.

Closed beta. Hands-on onboarding. We invite firms one at a time and tell every one of them exactly where we stand, what works today, what is shipping next, and what we will not promise.

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