FRONT OFFICE AI FOR WEALTH MANAGEMENT — THE COMPARISON

Compare us to anything a firm is offered.

Advisory firms are sold one of two models: a relationship platform your advisors and associates operate, or AI agents you assemble and configure per channel, guardrails added afterwards. No logos needed, because the same packaging habits dominate the market. Front Office was built on three different principles — and every answer to a client or prospect comes from your approved information, in your compliance wording, with anything regulated handed to a licensed person.

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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

Zanus Front Office dashboard — the AI at work

One dashboard doing the jobs the others only track.

Three habits of the market — three different principles here

1 · Pricing scales per seat

Across most of the market, every hire raises the software bill — the price follows your headcount, not the work getting done.

2 · The AI is often metered on top

Credits, "AI actions", per-conversation fees, usage tiers. On many platforms the AI arrives as a second bill on top of the seats.

3 · Most AI was built to assist teams

Enrich, draft, score, summarize, coach — designed to make YOUR people faster. Newer autonomous agents go further, but are typically configured per channel and priced per usage.

Front Office was designed from the start on three different principles: one integrated product, priced by plan — not by seat-math · the AI performs complete front-office workflows, not only assists them · every answer grounded in your approved knowledge, with Protection capping the spend.

The scoreboard: how each model delivers the job

Fourteen firm jobs, three delivery models. The difference isn’t whether a capability exists somewhere — it’s what you must assemble, license and operate to get it. Descriptions reflect typical published product models, Aug 2026.

The job	Traditional CRM model	Agent & copilot platforms	Zanus Front Office
Answer the firm’s phone 24/7	Your associates answer, with a CRM and a phone system	Configure a voice agent, channels and usage separately	✓ Built in — your approved wording, disclosures read as written, 40 languages, market-drop mornings and after hours included
Answer “what do you charge, is there a minimum?”	An associate looks it up and calls back	An agent you train and maintain per channel	✓ Grounded in your published fee schedule and intake rules; no source, no claim
Book the first meeting or the review	Scheduling links and a calendar your staff maintain	Agent invokes calendar actions you connect	✓ Booked inside the call, right advisor, right slot length, intake questionnaire sent; the advisor walks in briefed
Call back the hang-ups on a market-drop morning	Nobody has time	Possible if you build the workflow	✓ Automatic: every abandoned call is called back with your approved reassurance wording and offered a slot
Work the CPA’s referral	A record in an advisor’s queue	Scored and handed to a person	✓ Answered in minutes: matched to the right advisor, first meeting booked, referrer thanked the same hour
Send the fee proposal	A separate document module your staff operate	Agent invokes processes you configure	✓ Native: from your published fee schedule, one-click signature, polite follow-up; custom terms wait for the advisor
Chase onboarding paperwork	Email ping-pong by an associate	A workflow with tasks for your staff	✓ Sequences you approve: document list sent, missing signature reminded, stopped when the forms arrive
Take the address, beneficiary or distribution request	A guided process a service rep clicks through	Support agents configured separately	✓ Filed complete in the conversation, routed to operations or the custodian desk; a person verifies and executes
Brief the principal every morning	Dashboards over fields your advisors typed	A to-do list and market triggers for the advisor	✓ A did-it-for-you list: who called worried overnight, which forms arrived, the three households needing their advisor
Train the new client service associate	Shadowing for weeks	Not the product’s job	✓ Role-play on your own scripts — the market-drop call, the bereaved caller — productive in days
Keep advice with licensed people	Depends on which associate picks up	Guardrails added to agents you configure; disclaimers apply	✓ Your rules: no advice, no performance, no account details — anything regulated transferred with the transcript, every time
Keep every word for compliance	Notes an associate types after the call	Transcripts where you configured the agent to keep them	✓ On the record: every call, chat and email transcribed on the household record, readable by your compliance officer
Call your clients before they call you	Reminder calls made by staff when there is time; otherwise a text	Build an outbound flow, connect telephony, meter the minutes	✓ Auto-Call: an event, a funnel or a list triggers the call; the AI announces or converses, on your rules — Hi Richard, this is Beacon Wealth Partners: your quarterly statement is available in your secure portal.
The bill	Per seat and per edition; grows with every advisor hired	Per seat and/or per usage: credits, actions, conversations	✓ One plan, chosen by outcome — your clients and households are never counted or charged

Already running a big CRM suite? Read the story: the old way vs the AI way — keep the CRM, add the AI Front Office → And the chat below will compare us to any product you name, from its published pages.

Comparing something specific? Ask the Zanus AI below — it compares us to any vendor you name, point by point, from their published pages. Our plans are public: see pricing → Then do your own math →

The one question that cuts through every comparison: after you pay, who answers the client and the prospect? With Front Office the answer is: the AI does — from your approved information, in your compliance wording — and your advisors take the handshake and every question that needs a license.

Questions, answered

Why don’t you name the other platforms?

Because the comparison is about the model, not the logo. A platform your advisors operate plus metered AI add-ons is the norm across the market; naming brands adds nothing. If you are evaluating a specific product, ask the chat — it compares us to any vendor you name, point by point, from their published pages.

Is this comparison fair to the platforms advisory firms use today?

Every description of other models comes from typical published product pages, read August 2026, and describes what a firm must assemble, license and operate to get the job done — editions, AI add-ons, an implementation partner. Where a vendor differs, the chat will show you.

Do we have to replace our CRM, custodian platform or planning software?

No. Your CRM stays the record, accounts stay at the custodian, plans stay in your planning tool; the Front Office is the system of work in front of them. Native CRM and calendar sync, webhooks, a read-only API and an MCP server feed what you authorize — and the Front Office never holds account or position data.

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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