AI Copilot for Financial Advisors
AI Copilot forFinancial Advisors
Your AI copilot streamlines operations, automates tasks, and provides data-driven insights to help you scale your business.
AI Powered Insights
High-Margin Products
Smart Workflows
AI Copilot for Financial Advisors
AI Copilot forFinancial Advisors
Your AI copilot streamlines operations, automates tasks, and provides data-driven insights to help you scale your business.
AI Powered Insights
High-Margin Products
Smart Workflows
AI Powered
Transform Your Advisory Practice
AI Copilot Benefits
Our AI copilot transforms your advisory practice with tangible results
AI-Powered Research
Your AI copilot analyzes markets and client portfolios to deliver data-driven recommendations
Manage 10X Scale
No need to hire a large ops team. Manage 10x scale with a smaller team
Grow Your Commission
Increase your share of wallet by using our Portfolio X-Ray and access higher margin products - PMS/AIFs/Bonds
Intelligent CRM
Manage leads and clients without operational chaos
Simple Integration
How Your AI Copilot Works
Get your personal financial advisory copilot set up in minutes
Connect Your Systems
Securely link your CRM, portfolio management tools, and document systems to your AI copilot
Collaborate with AI
Work alongside your AI copilot for research, analysis, and client communications
Generates Insights
Risk Assessment, Model Portfolios, Rebalancing, Portfolio Health
Smart Execution
You Review, Modify, Approve - AI Agent Executes
Connect Your Systems
Securely link your CRM, portfolio management tools, and document systems to your AI copilot
Collaborate with AI
Work alongside your AI copilot for research, analysis, and client communications
Generates Insights
Risk Assessment, Model Portfolios, Rebalancing, Portfolio Health
Smart Execution
You Review, Modify, Approve - AI Agent Executes
Fully operational in less than 30 minutes
Fully operational in less than 30 minutes
Everything You Need
Powerful tools designed for financial advisors
Digital Onboarding
Paperless, error-free client onboarding process
Funds Research
Comprehensive tools for informed investment decisions
Intelligent CRM
Smart system to manage and convert leads efficiently
Portfolio X-Ray
Deep analysis tools to grow your share of wallet
Lead Generation
Integrated tools to connect with potential clients
White Label
Customizable platform with your own branding
Common Questions
Frequently Asked Questions
Everything you need to know about our AI copilot
Zinni isn't just a dashboard or a tracker. It's a trained AI copilot that actively works for you — automating tasks, suggesting actions, and scaling personalized service across clients.
Yes. Zinni integrates with BSE Star, CAMS, KFinTech, and leading PMS/AIF manufacturers. It enhances, not replaces, your existing stack.
Zinni is built for ease. No code, no training videos. If your team can use WhatsApp and Gmail, they can use Zinni.
Yes. We're built with security and regulatory compliance in mind — including SOC 2 controls, data encryption, and RIA/MFD-safe workflows.
If you're a high-performing MFD, RIA, or PMS distributor looking to scale revenue without scaling headcount — Zinni is built for you.
Drop your email and our team will reach out with early access onboarding. You'll see ROI within weeks, not quarters.
Limited Time Offer
Join 1,000+ Advisors
Get early access to our AI copilot and exclusive benefits