Plans for RIAs & broker dealers at every stage of growth

"The vision behind Zeplyn is exactly what we were hoping for — and the early results have us genuinely excited about how it will shape coaching, client experience, and firm-wide insight going forward."

"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." 

“This was the one time I saw my firm jump from ‘What is this?’ to ‘We can’t live without it’—within a two-week period. We usually take years to vet software, and this one was a total game-changer for us.”

"Our family-office clients value how prepared we are for every interaction. Zeplyn’s integrated, intuitive platform streamlines our preparation, helping us focus our time on their most important and urgent needs."