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.

Context Leveraged Agent

Personalized & Advisor-Driven

Market-Speed Clarity

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Zom AI

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Platform

The Advisory Intelligence Layer

Zom adapts to your philosophy, not the other way around. Every feature is designed for real advisory workflows.

Speak to Your Firm's Context

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

SF

AUM

$2.2M

Risk

62%

Members

3

Age

58

Top Holdings

AAPL18%

$342K+2.4%

MSFT16%

$298K+1.8%

V10%

$186K-0.3%

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.

Associate

Speak to Your Firm's Context

Agent

Busywork Done Before You Realize

Web

Every Platform. Unified.

Smith Family

riley.smith@email.com

SF

AUM

$2.2M

Risk

62%

Members

3

Age

58

Top Holdings

AAPL18%

$342K+2.4%

MSFT16%

$298K+1.8%

V10%

$186K-0.3%

YTD Return

+12.4%

Next Review

Jan 15

Fiduciary Solutions

How Advisors Work

January 2026

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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

Proactive Planning

Zom continuously monitors client situations and surfaces routine check-ins and tax-aware opportunities before they're missed.

Solutions for Planning

Spend your time advising, not organizing.

Zom removes operational drag across planning, meetings, research, and risk so advisors stay focused on judgment, not coordination.

Read more about our solutions

January 2026

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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.

Read more about our solutions

Preview

Concept walkthrough

See how Zom AI helps advisors analyze portfolios and recommend rebalancing strategies.

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Interactive demo using real UI components.

Preview

Concept walkthrough

See how Zom AI helps advisors analyze portfolios and recommend rebalancing strategies with real-time context.

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Interactive demo using real UI components from the dashboard. Use pause and reset controls to replay the conversation.

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Unlock how elite advisory firms operate.

Join forward-thinking RIAs transforming their practice with institutional-grade intelligence.

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Zom AI | Financial Advisory Intelligence