Plans for RIAs & Broker Dealers at every stage of growth

Starter
$72
Per month/seat
Get AI support that reduces the administrative burden of client meetings and post-meeting workflows.
Buy now →
Support up to 40 meetings/user/mo
Plan includes
AI meeting assistant
Auto join
Recording free note-taking (no audio/video stored)
Virtual, in-person, and dictation
Web app + iOS app
Meeting type selection
Structured, editable meeting notes
Speaker recognition
3 pre-built meeting templates
Meeting insights
Meeting analytics
Conversational insights
Auto-captured action items
Auto-captured key takeaways
Auto-captured topic summaries
Auto-generated smart client recaps
Post-meeting workflow automation
Auto-assigned action items
Auto-drafted, follow-up emails
Sync to CRM
Workflow integrations
Calendar: Outlook, Google, Redtail
Video conferencing: Zoom, Teams, Webex, Google Meet
CRM: Redtail, Wealthbox, Salesforce, Salentica, Xlr8 (basic)
Storage
Custom transcript retention period
Advanced security
Built-in consent
Single sign-on
Two-factor authentication, session time-outs, transport layer security 1.3
End-to-end 256-bit encryption
PII protection
Email support
Add ons
Staff license: $20/seat/mo
Pro
$120
Per month/seat
Leverage advanced AI features that drive more value from every client engagement.

Start free trial

Buy now →
Support up to 80 meetings/user/mo
Everything in Starter, plus
Branded note taker
Virtual, in-person, dictation, and phone meetings
Speaker re-mapping
10 custom meeting templates
Client intelligence
'Tell me more' smart search
Life events opportunities
Structured numerical data
End-to-end meeting workflow automation
Practice intelligence dashboard
Advisor hub with guidance on next steps
Client meeting prep summaries
Automated agenda creator
Note-sharing capabilities
Personalized follow-up email template
Task management
Task management within Zeplyn
Curated life event advice via Bento Engine integration
Archiving
Emailed transcripts for archiving
Email and live chat support
Add ons
Staff license: $20/seat/mo
Enterprise
Custom
Eligible for volume discounts
Empower your firm with even more control, security, team training, and tech support.
Buy Now
Designed to fit your needs
Everything in Pro, plus
Custom meeting intelligence
20 custom meeting templates
10 custom follow-up email templates
Smart client recap templates
Compliance and supervision templates
Practice management
Custom practice intelligence dashboard
Performance analytics and reports
Team-level customized experiences and workflows
Advanced meeting experiences
Guided meeting workflows
Pre-meeting client communication
10 pre-built meeting templates
Advanced note-sharing capabilities
Advanced workflows & support
Custom CRM integrations for Redtail, Wealthbox, Salesforce, Salentica, Xlr8
APIs and other custom workflow integrations
Webhook support
Integration and dev support
Additional security 
Roles and permissions
Dedicated single tenant server
Enterprise-grade security & governance
Custom SLA
Programatic access
OIDC/SAML auth
Customized authorization scheme
Geolocation and replication customization
Archiving support / WORM storage
Dedicated customer success manager
Add ons
Staff license: $20/seat/mo
Starter
$720
Per year/seat
Get AI support that reduces the administrative burden of client meetings and post-meeting workflows.
Buy now →
Support up to 40 meetings/user/mo
Plan includes
AI meeting assistant
Auto join
Recording free note-taking (no audio/video stored)
Virtual, in-person, and dictation
Web app + iOS app
Meeting type selection
Structured, editable meeting notes
Speaker recognition
3 pre-built meeting templates
Meeting insights
Meeting analytics
Conversational insights
Auto-captured action items
Auto-captured key takeaways
Auto-captured topic summaries
Auto-generated smart client recaps
Post-meeting workflow automation
Auto-assigned action items
Auto-drafted, follow-up emails
Sync to CRM
Workflow integrations
Calendar: Outlook, Google, Redtail
Video conferencing: Zoom, Teams, Webex, Google Meet
CRM: Redtail, Wealthbox, Salesforce, Salentica, Xlr8 (basic)
Storage
Custom transcript retention period
Advanced security
Built-in consent
Single sign-on
Two-factor authentication, session time-outs, transport layer security 1.3
End-to-end 256-bit encryption
PII protection
Email support
Add ons
Staff license: $20/seat/mo
Pro
$1,200
Per year/seat
Leverage advanced AI features that drive more value from every client engagement.

Start free trial

Buy now →
Support up to 80 meetings/user/mo
Everything in Starter, plus
Branded note taker
Virtual, in-person, dictation, and phone meetings
Speaker re-mapping
10 custom meeting templates
Client intelligence
'Tell me more' smart search
Life events opportunities
Structured numerical data
End-to-end meeting workflow automation
Practice intelligence dashboard
Advisor hub with guidance on next steps
Client meeting prep summaries
Automated agenda creator
Note-sharing capabilities
Personalized follow-up email template
Task Management
Task management within Zeplyn
Curated life event advice via Bento Engine integration
Archiving
Emailed transcripts for archiving
Email and live chat support
Add ons
Staff license: $20/seat/mo
Enterprise
Custom
Eligible for volume discounts
Empower your firm with even more control, security, team training, and tech support.
Buy Now
Designed to fit your needs
Everything in Pro, plus
Custom meeting intelligence
20 custom meeting templates
10 custom follow-up email templates
Smart client recap templates
Compliance and supervision templates
Practice management
Custom practice intelligence dashboard
Performance analytics and reports
Team-level customized experiences and workflows
Advanced meeting experiences
Guided meeting workflows
Pre-meeting client communication
10 pre-built meeting templates
Advanced note-sharing capabilities
Advanced workflows & support
Custom CRM integrations for Redtail, Wealthbox, Salesforce, Salentica, Xlr8
APIs and other custom workflow integrations
Webhook support
Integration and dev support
Additional security 
Roles and permissions
Dedicated single tenant server
Enterprise-grade security & governance
Custom SLA
Programatic access
OIDC/SAML auth
Customized authorization scheme
Geolocation and replication customization
Archiving support / WORM storage
Dedicated customer success manager
Add ons
Staff license: $20/seat/mo

"We selected Zeplyn not just for their omni-channel note-taking capabilities but also for their long-term vision in supporting the over-all client meeting process—which is the most frequent and expensive activity of an RIA."

Trevor Chuna
Chief Technology Officer,
Sequoia Financial Group
FAQs
Have questions? We have answers.
How does Zeplyn Meeting Assistant automate note-taking?

Zeplyn Meeting Assistant automatically captures notes for both virtual and in-person meetings, and phone calls.

  • Virtual meetings: Zeplyn connects with all popular video conferencing platforms like Zoom, Microsoft Teams, Webex, and Google Meet, and joins your meetings as a “note-taker” attendee to capture notes.
  • In-person meetings: For in-person meetings, you can use the Zeplyn iOS app or the Zeplyn web app via your mobile browser to capture meeting notes.
  • Phone calls: You can now link your personal or office phone nos. with your Zeplyn account and easily conference in the note-taker to join your phone calls to capture notes.

Zeplyn generates structured meeting summaries and makes them available in the Zeplyn web app within minutes of your meeting ending, ready for review and action. Advisors can also use our Meeting Assistant to record dictations and convert them into structured notes, instantly.

How accurate is Zeplyn in capturing meeting notes?

At Zeplyn, we’ve built the most accurate AI technology which is purpose-built for financial advisors and trained to understand the wealth management context. Zeplyn Meeting Assistant delivers post-meeting structured summaries with more than 95% accuracy, making it a highly reliable tool for documenting client interactions. When you take notes with Zeplyn, you can rest assured that all your financial data, client details, and tasks will be captured in a coherent and succinct way.

How does Zeplyn ensure compliance and client data security?

Zeplyn ensures compliance and client data security with a robust suite of security features such as:

  • Recording free note-taking: Zeplyn discards your meeting audio as soon as meeting notes are processed. Advisors take full control of what information gets captured and sent to their CRMs and clients.
  • Data privacy and protection: Zeplyn ensures privacy of sensitive information by redacting data such as Social Security Numbers and never uses customer data to train its AI models.
  • End-to-End encryption: All data, including meeting notes and client information, is encrypted at rest and in transit, ensuring sensitive data remains secure throughout its lifecycle.
  • Access Control: Features like multi-factor authentication (MFA) and single sign-on (SSO) provide strong access management, ensuring that only authorized personnel can access sensitive data.
  • SOC2 Type II Certification: Zeplyn adheres to the highest standards of data security and operational integrity, verified through independent SOC 2 Type II audits.
  • Secure Communication: Transport Layer Security (TLS) 1.3 is used to secure all communications, protecting client information from interception or unauthorized access.

Zeplyn conducts regular independent audits of both its software and operational processes to ensure continuous compliance with security standards, consistently updates its privacy incident response plan, and offers comprehensive cyber insurance coverage. We're committed to working with your compliance teams to ensure that we meet all security requirements at your firm. Learn more at our trust portal.

Which software integrations does Zeplyn support?

Zeplyn supports out-of-the-box integrations with a variety of platforms, including video conferencing services like Zoom, Microsoft Teams, Webex, and Google Meet; CRMs such as Wealthbox, RedTail, and Salesforce; Google and Outlook calendars; and file-sharing services like ShareFile. For custom integration requests, please contact us with your requirements and we’ll be happy to work with you.

What does setup and onboarding with Zeplyn look like?

Getting started with Zeplyn is quick and easy. Firms can be up and running in just a few minutes with our out-of-the-box integrations. After logging in, simply navigate to the settings page to connect Zeplyn with your calendar and CRM of choice. Once integrated, Zeplyn will automatically synchronize your meetings and client data. After each meeting, advisors can review and edit notes and tasks in Zeplyn, and with a single click, sync them back to their CRM contacts and households.

To ensure a smooth onboarding experience, our Customer Success team offers 1:1 training sessions and platform walkthroughs. If your firm has any custom CRM integration needs, we’ll assist in setting it up as part of the onboarding process.