Enterprise infrastructure
for agentic AI
Your systems at the base, orchestration in the middle, your people on top. Built to deploy on your terms, govern how agents behave, and stay economical at scale.
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Build unified client intelligence
The engine behind every action
The orchestration layer beneath everything Zeplyn does, connecting your systems into one that executes.
Ingests data from every connected system in real time
Coordinates 50+ specialized agents from one control layer
Every action auditable, with advisors in the loop
Unified Orchestration
Execute work from one command layer
Ask a question or trigger any agent in plain language
Connect Claude, ChatGPT, or your own tools via MCP
One command layer for advisors, ops, and leadership
Agentic Workflows
Multi-step work, run end to end
Meeting prep, onboarding, and transitions, streamlined
Every step traceable, with human approvals where they matter
Built once, run consistently across every advisor
Agent Studio
Build your firm's own agents
No-code agent building, tailored to your workflows
Governed by your firm's policies and guardrails
Ship a new agent without an engineering queue
Built for enterprise requirements from day one
Open APIs and MCP server connect Zeplyn to your systems. Deploy your way with full flexibility.
Single tenancy, BYOC, or fully headless — your interface, our intelligence
LLM and hyper-scaler flexibility, including bring-your-own-model
Zero data retention and automatic PII redaction
Configured to how your firm actually works
Deep integrations, custom workflows, and firm-wide standardization with advisor-level personalization.
Deep, bi-directional integrations across your entire wealthtech stack
Custom workflows and data mappings built to your firm's model
Firm-wide standardization with advisor-level personalization
Correct data in, verified answers out
MDM reconciles every system into one source of truth with continuous evaluation and full audit trails.
Hallucination guardrails and continuous evaluation keep outputs reliable
Wealth-specific ontology built for how advisors actually work
Full audit trail on every agent action
We were unable to train the other software to understand our firm's acronyms and summarize the complexity of financial planning conversations. I did not think AI was anywhere close to being able to do it, until we found Zeplyn.
Built for how your teams actually work
Shared client context, workgroups, and role-based permissions designed for advisory teams.
Shared client context across advisors, planners, and service teams
Workgroups keep work product with the team, not individuals
Role-based access and permissions by team or function
Enterprise AI that stays economical
Smart model routing ensures each step uses the right engine at the right cost.
Fine-tuned small models handle high-volume, low-complexity steps
Risk-adjusted returns keep spend aligned to delivered value
Bring your own model if you have an LLM relationship
Agentic or deterministic workflows, whichever is smarter per step
Build it yourself — or deploy it today
Some firms assemble AI workflows across multiple tools. Others invest in internal builds that need ongoing engineering, governance, and security management. Innovation shouldn't create operational debt.
Two years of production-hardened edge cases, already solved
Pre-governed and compliant from day one, not retrofitted later
Accelerated deployment, with your team building alongside ours
Continuously maintained, so your engineers stay on your roadmap
