Solutions

Run the practice,not the checklist.

Fifty-nine percent of an advisor's 45-hour week is non-client-facing. Zom owns the workflows that eat that time end-to-end, so the work that actually requires an advisor's brain gets the hours back.

02 · The week, recaptured

Twenty hours of admin a week, compressed.

The data backs the framing. The 8 tasks that eat an advisor's time, ranked by hours per week. Six of them, Zom owns end-to-end.

59%

of an advisor's 45-hr week is non-client-facing

of the top 10 time-sink tasks, Zom owns

hours of admin per advisor per week, compressed

integrations connected · more every month

The 10 tasks · ranked by hours / weekSRC · KITCES · FIDELITY · SCHWAB · T3

Admin & CRM data entry

Retyping the same outcome into five systems.

8-10 HRZOM OWNS

Client meetings

The value, not the waste.

7-9 HRNOT US

Meeting preparation

No one has owned BEFORE the meeting until now.

5-7 HRZOM OWNS

Post-meeting follow-up

Notetakers commoditized. Routing the work didn't.

4-6 HRZOM OWNS

Financial plan refresh

Planning software still requires manual re-entry.

4-6 HRZOM OWNS

Compliance & recordkeeping

SEC Reg S-P and FinCEN expanding the burden.

4-6 HRZOM OWNS

New client onboarding

12-15 hrs per new client. 84% of advisors have no software.

2-4 HRZOM OWNS

Business development

Under 7% of time. Time cited as the primary barrier.

2-4 HRZOM OWNS

Investment management

Custodians and rebalancers own this.

2-4 HRNOT US

Tax & estate coordination

OCR tools find facts. Advisors still coordinate.

1-3 HRZOM OWNS

03 · The six firm-running cycles

The cycles,before and after.

This is how the firm actually runs inside Zom. Each cycle wraps a multi-system, multi-role task end-to-end. The advisor team builds them, runs them, refines them, and over time the workflows become the firm's institutional knowledge.

Client Intelligence

5-7 hrs / week reclaimed

Pre-meeting

Pre-meeting prep

Before Zom

Open CRM, planning software, portfolio system, email archive, last meeting notes. Then type up an agenda.

With Zom

Household brief, last conversation, recent account moves, planning gaps, what was promised, what is overdue, 30 minutes before every meeting, in the sidebar.

Why it compounds

After 12-18 months of accumulated history, no day-one competitor produces a brief this good.

Advisor Productivity

4-6 hrs / week reclaimed

Post-meeting

Post-meeting flow

Before Zom

Draft recap email, create CRM tasks, update household record, attach summary to compliance archive, route action items. 60-70% still done by hand after AI generates raw notes.

With Zom

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

Why it compounds

Firm-specific task routing and advisor voice make the close-out painful to replace.

Portfolio & Risk

8-12 hrs / quarter reclaimed

Quarterly

Quarterly review cycle

Before Zom

Pull updated balances, re-enter life events, re-run projections, identify what changed, prepare meeting brief, for every client, every quarter.

With Zom

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

Why it compounds

Multi-quarter decision history compounds into household-specific operating playbooks no incumbent can reconstruct.

Compliance Intelligence

4-6 hrs / week + exam readiness

Compliance

Compliance cycle

Before Zom

Spot-check meeting notes, build periodic reports by hand, prep for SEC annual reviews under Reg S-P amendments and FinCEN AML obligations.

With Zom

Communication archive check, suitability verification, books-and-records pull, exposure scan, every AI output linked to its source data, recommendation and approval.

Why it compounds

If the legal evidence trail lives in Zom for 12+ months, switching becomes operationally disqualifying.

Firm Management

Principal control tower

Firm Ops

Firm operations cycle

Before Zom

Mental rituals and quarterly board prep. The data exists. The synthesis does not. "Who is at risk this quarter?" has no answer.

With Zom

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

Why it compounds

Firm-specific capacity rules and book-health definitions become institutional inside Zom.

Your Firm

Compounding

Custom

Custom workflows

Before Zom

The way your top advisor preps a review. The way your CCO checks suitability. Tribal knowledge in three people's heads.

With Zom

Describe the work in plain language. Run it once. Edit the draft. Save as the firm's pattern. New hires inherit it on day one.

Why it compounds

Year two and beyond, your firm has its own playbooks on top of Zom that no incumbent can replicate.

04 · By role

The same platform,five vantage points.

Every seat in the firm uses Zom differently, and every seat gets a Monday back. Multi-role lock is the moat.

Conversation · Prep · Follow-up

Advisor

Mondays back.

Twenty hours of admin a week, compressed. Meeting prep walks in ready. Recap emails draft themselves in your voice. CRM updates from the conversation that just happened, already there.

PRE-MEETINGPOST-MEETINGQUARTERLY

Growth · Capacity · Risk

Principal

The firm, queryable.

AUM trajectory, revenue per advisor, capacity by seat, client concentration, succession exposure. Ask "who is at risk this quarter" and the answer is there. Ask "which advisor is overloaded" and the answer is there.

FIRM OPSCUSTOM

Audit · Suitability · Exceptions

CCO

Compliance work as a query.

Every advice trail, every communication, every Reg S-P touch, every Rule 204-2 record, every AI output, logged, retrievable, ready for the CCO or the examiner. Suitability checked against household profile on query.

COMPLIANCE

Plans · Reviews · Tax

Paraplanner

No more manual re-entry.

Annual refresh diffs against last year automatically. Tax-loss harvest, Roth conversion, charitable bunching, RMD scheduling, pipeline ready by October. The planning work that actually requires judgment gets the time it deserves.

QUARTERLYPOST-MEETING

Onboarding · Routing · Data

Operations · CSA

No more typing the same thing twice.

Capture once; propagate into CRM, tasks, household fields, files, compliance archive. Two weeks of manual onboarding becomes two days of guided automation. The propagation map is firm-specific.

POST-MEETINGFIRM OPS

05 · How we measure that we are working

The numbers,quarterly.

Every firm that runs Zom gets a quarterly operating-lift report. If the numbers do not show what we are claiming, that is on us to fix or for you to call out. We would rather measure ourselves out loud than wave a roadmap.

01 · Hours

Time saved per advisor

Tracked at the seat level. Quarter over quarter against the firm baseline.

02 · Revenue

Revenue lift

Attributable to faster cycle times and capacity recaptured by Zom workflows.

03 · Retention

Client retention

Against firm baseline. Surfaces households that left and why, not just totals.

04 · Planning

Plans updated to cadence

The plans your IPS says should refresh annually, refreshed annually.

05 · Opportunities

Surfaced and acted on

Harvest dollars realized, Roth conversion windows hit, RMD on time.

06 · Operating Leverage

Per advisor

The metric you should have been tracking alongside AUM. Now you can.

The invitation

Bring one quarter.See the lift.

Onboard with the founding team. Run one full quarterly cycle through Zom. Read the operating-lift report. Decide from data.

Join the waitlist Read the thesis