Zoe's updated mobile app allows clients and advisors to fund accounts, manage transactions, track performance, and more directly from their phones.
NEW YORK CITY, NY / ACCESS Newswire / May 4, 2026 / Zoe Financial,the modern wealth platform that works to improve the wealth management experience for clients and advisors alike, has launched a suite of new features on the Zoe mobile app, including in-app deposits and expanded performance reporting. With these mobile-friendly features, clients and advisors can utilize the same personalized wealth management capabilities available through the Zoe Wealth Platform's desktop experience while remaining on their phones.
"A lot of our lives' activities are planned through our phones," said Zoe's Founder and CEO, Andres Garcia-Amaya, CFA. "That includes our financial lives. We wanted to meet our clients where they already are and provide the same quality of experience of the Zoe Wealth Platform across device types. These new mobile features give users more capability and flexibility than ever."
Zoe's mobile app supports several key platform features:
In-depth reporting. From household-level allocation views to interactive details on each security owned, the Zoe mobile app supports in-depth reporting across accounts. Advisors and clients alike have more visibility into performance as it relates to company, industry, or personal benchmarks.
Cash deposits. Clients can now fund their accounts directly through the app. Transition tables allow clients and advisors to see details from scheduled, canceled, and completed transactions. The app helps support a complete picture of the client's wealth as it changes or grows on the platform.
Secure account access. The Zoe app supports Face ID login and multi-factor authentication for users, keeping with industry standards of data protection and account security.
"Detailed performance reporting, from the household level all the way down to individual securities, is a core part of the Zoe Wealth Platform," said Caroline Kolk, Zoe's Head of Product Experience. "We want clients to have the same access and visibility into their portfolios wherever they login in. Our latest app update extends that experience seamlessly across devices, meeting clients where they want to engage."
Zoe's mobile app is built to help clients and their advisors manage their wealth from anywhere. These upgrades represent Zoe's continued commitment to helping improve the wealth management experience for users across the platform.
To learn more about the Zoe Wealth Platform and its mobile experience, request a demo here.
About Zoe Financial
Zoe is the wealth platform and modern TAMP with the mission to help grow and protect clients' wealth. Zoe's platform brings account opening, funding, automated rebalancing, tax-loss harvesting, direct indexing, and fractional trading into one cohesive advisory experience. Learn more at https://zoefinancial.com/
Disclosures:
Zoe Financial, Inc. ("Zoe Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisors through its platform. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Clients should consult with their own financial, tax, or legal professionals before making any investment decisions.
Contact Information
Sofia Pedraza
press@zoefin.com
(213) 325-6697
SOURCE: Zoe Financial
View the original press release on ACCESS Newswire:
https://www.accessnewswire.com/newsroom/en/banking-and-financial-services/use-the-zoe-wealth-platform-on-the-go-zoe-financial-upgrades-mobile-1163220
