ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — FEE PROPOSALS

Fee proposals from your published fee schedule, in minutes.

A prospect asks what a financial plan, an advisory relationship or a family-office service costs. The AI builds the proposal from your published fee schedule and rules — never an improvised number, never a fee computed from what a prospect says they hold — sends it as a clean document with validity and next steps, and follows up politely until the prospect decides or an advisor steps in.

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Try it free 7 days on your own business · no credit card · per company, never per seat

REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.

Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet

Quotes — AI quoting with authorization and follow-ups

The real Quotes menu: built by AI, authorized by you with one click.

What it does

Published fees only

Proposals come from your fee schedule and service packages — planning engagements, advisory tiers, family-office services — never from memory.

One-click acceptance

The prospect accepts and books the onboarding meeting in the same click; the document list follows automatically.

Proposals that get answered

The unsigned proposal is followed up on your schedule — a question in the reply hands the thread to the advisor.

Inside AI Quoting — the real screens

Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.

Start free — see it on your own firm7 days · no credit card · nothing to install. Give it your website and it is yours to test.

Quote-to-cash without a second system

Elsewhere, configure-price-quote is often a separate product bolted on top. Here, quoting is one included function of your integrated Front Office — connected to every conversation.

No per-user CPQ tax
Connected to chat, phone, demo and email history
Quote-to-cash without a rollout project

Available on its own — or inside a solution

One subscription per company — never per seat. Your whole team uses it, on their own phones, at no extra charge; add operators only for the people who run the dashboard. See pricing → · Try it free 7 days, no credit card →

Software your team operates — or an AI Front Office that does the work? This capability is part of one integrated Front Office: enable it when you need it, and the AI runs it with the rest.

Questions, answered

Can it quote a fee for a specific portfolio?

It states your published schedule and tiers as written. It does not compute a fee from a prospect’s assets or negotiate; those conversations route to the advisor with the context attached, and any custom proposal waits for the advisor’s one click.

Who approves a proposal?

Your rules: automatic for standard engagements, one click from an advisor for anything custom. Every proposal is logged on the household record for compliance.

Try it free on your own firm. 7 days. No credit card.

Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.

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