ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — HOUSEHOLDS & COISNEW

Households, referrers and plan sponsors — mapped from real conversations.

An advisory firm lives on its relationships: the household with three generations and a family business, the CPA and the estate attorney who refer, the 401(k) plan sponsor with an owner, a controller and a hundred participants, the trust company you work with. The AI groups contacts under each household or organization automatically, scores the relationship, and flags the referrer that has gone quiet and the household whose heirs you have never spoken to.

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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

The real Companies tab: all the people, roles, combined timeline, health score.

What it does

Referral sources, clustered

Contacts from the same CPA office or law firm cluster automatically; referrals per source, per quarter, and how fast each was acknowledged — without a spreadsheet.

Health score with the WHY

Every household and organization carries a 0–100 score and the reasons: no reply to two touches, review declined, forms never returned, referrals slowing.

The empty chair

The household where you only know the patriarch, the plan sponsor where you only know the controller — flagged, so an advisor can meet the next generation or the owner.

Inside Companies — 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.

Health score on everything — always with the WHY

Every contact and company carries a 0–100 health score recomputed from real events: recency, demo engagement, quote opens, reply sentiment, call outcomes. "62 and falling — no reply to the last two touches, quote unopened for 9 days."

On contact cards, company cards and a sortable Statistics column
Falling scores surface in the morning briefing’s At Risk list
Available on its own or inside a solution

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 →

A stakeholder map guessed from CRM fields is an educated guess. Ours already met the committee — it talked to every one of them. The map draws itself from real conversations.

Questions, answered

Does this include retirement-plan and business clients?

Yes. A plan sponsor or a family business is an organization with its owner, controller and HR contact, each with the role inferred from what they actually asked — the decision makers of an institutional relationship.

Which solution includes it?

Available on its own or inside a solution. Which solution includes what: see pricing.

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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