Skip to main content

Advisor Dashboard Overview

This guide walks you through the Advisor Dashboard on the Zoe Wealth Platform. The left-hand toolbar is your main navigation. Each section below aligns with the order you will see on the toolbar.

Dashboard

The Dashboard provides a high-level overview of your book of business.

  • Chart of Returns: Shows performance across all accounts you manage. Filter by Year to Date or All.
  • Proposals Today:
    • Needs Review: Proposals where the auto rebalancer is off. You must accept or reject.
    • Approved Proposals: Proposals already accepted.
  • Pending Accounts:
    • Waiting for Client Signature: Client has received the account opening email but has not taken action.
    • Accounts Under Review: Submitted to Apex and expected to open in the next few business days.
  • Transfers in Progress: Displays deposits, withdrawals, internal transfers, and ACATs from the last two months. Click the arrow to see account details.
  • Upcoming Withdrawals: Lists scheduled cash withdrawals with account details.
  • Recently Completed Accounts: Shows accounts opened within the past week.
     

Pipeline

The Pipeline functions as your internal CRM within Zoe.

  • Lead Management: View referred clients scheduled on your calendar.
  • Communication: Collaborate with the Zoe sales team about deals.
  • Client Uploads: Track clients you manually add to the platform.
  • Inside Each Deal:
    • Activity: Communicate with the Zoe team.
    • Households: Add household members when joint accounts are needed.
    • Accounts: Review all accounts tied to the client deal.

Clients

The Clients section displays all clients past the drafting stage.

  • Click Client Name to open the associated Pipeline deal.
  • Click Account Number to view the specific account.
  • Columns include Account Type, Balance, Cash Available, 10-Day Performance, Year-to-Date Performance, Inception-to-Date Returns, Status, Model Assigned, Auto Rebalancer, Household, Fee Structure, Billing Group, and Beneficiaries.
  • Use the three-dot menu to assign a model, assign a fee structure, create journal entries, or generate a performance report.

Transfers

The Transfers section tracks all money movements.

  • ACAT Transfers: Default view with the status of pending account transfers.
  • Cash Transfers: Monitor ACH deposits and withdrawals by switching to the cash tab.

Investments

The Investments section lets you review or manage portfolios and models.

  • Portfolios: Access firm models and sleeves. Permissions may allow you to add or edit.
  • Model Marketplace: Browse available models from Morningstar, MSCI, SmartLeaf, BlackRock, State Street, and Vanguard. Direct indexing models may carry additional fees.
  • Billing: Create or review fee structures. Hover over a fee and click the pen icon to view details.
  • Firm Settings and Agreements: Adjust firm-wide settings and upload client agreements, if your permissions allow.
  • Payments: Set up or review ACH payment information.
  • Company Teams and Security Equivalents: Build company teams and assign security equivalents for tax loss harvesting.

Add a New Client

Use this section to add clients outside of the referral network.

  • Add Client to Existing Household: Select this option if the primary client already exists and you need to add household members for joint accounts.
  • Add New Household: Creates a new Pipeline deal for the client.
  • Required Information: First name, last name, email, and phone number.

Settings

The Settings section customizes your profile and availability.

  • Personal Info: Add your name, certifications, phone number, and address.
  • Meeting Links: Include Zoom, Teams, or YouTube links for client scheduling.
  • Bio and Hobbies: Create a client-facing profile to build rapport.
  • Availability: Sync your calendar for client scheduling.

     

Support

For additional questions or walkthroughs, contact advisorpartnership@zoefin.com.