ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT
Next-generation AI for Wealth Management & Financial Advisors. Try it free on your own firm. No credit card.
Every client answered. Every review booked. Your advisors back with clients, not paperwork. ZANUS AI Front Office for Wealth Management is the AI receptionist, intake desk and client-service desk for RIAs, advisory firms, broker-dealer branches and private-banking teams. It answers clients and prospects on phone, website chat, email and web forms — who you serve, how you work, your published fee schedule, what a first meeting covers, which forms onboarding needs — books reviews with the right advisor, sends the document list and chases the missing signature, files address, beneficiary and statement requests, and acknowledges the CPA’s referral the same hour. No investment, tax or suitability advice: anything regulated goes to a licensed person with the transcript. Grounded only in the information your firm approves: no source, no claim.
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 Front Office dashboard: today’s numbers, what needs a person, every menu on the left. In the trial it is yours, with your company in it.
FREE TRIAL · 7 DAYS · NO CREDIT CARD
Give us your website. Ten minutes later, your company answers the phone.
“Give us your website. Ten minutes later Zanus has built a private 7-day sandbox around your company: your knowledge, a phone line that answers as you, your website with Lisa on it, your dashboard with your data. Not old software with an AI button — the AI is the software.”
“No card. No setup fee. Per company, never per seat. You decide after you hear it answer as your company.” One trial per company: a working business website and an e-mail on its domain.
- 1Your website. Lisa reads it and proposes your departments and people; she asks only what the site does not say.
- 2Your sandbox, in ten minutes. A phone line in your area code that answers as you and transfers to your real phones, your website with Lisa on it, your dashboard with your data.
- 3Seven days on your business. Day 1 the first call; day 3 a mail “what your callers asked”; day 7 a report.
- 4Keep it or walk away. Buy any solution on any day and the sandbox becomes the account — same number, same knowledge, nothing redone. Walk away and nothing is charged.
How you start
Three steps, in the order you like. Most people skip straight to the second.
Two minutes. The AI presents the Front Office and answers your questions live — the demo is the product.
Your website, your phone line, your dashboard. No card, nothing to install. Start free
Any solution, on any day of the trial — the sandbox becomes your account. Per company, never per seat. See pricing →
Prefer to own your AI on your own premises? See AI Servers — a separate product. The Front Office above needs no server.
One AI Front Office. Every job your client-service desk does today.
The same 31 menus, read through a firm principal’s and a compliance officer’s eyes. Each function below is a page of its own, in your vocabulary — enable what your plan includes, add more as the book grows. Not a console your advisors update: an AI that answers the client. No IT project. Comparing options? See the comparison →
Every morning: overnight client calls, reviews booked, forms received, requests filed — and which households need their advisor today, with the transcript.
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AI PhoneAnswers every client and prospect call on your menu, 24/7 — books the review, takes the request, reads disclosures as written, transfers anything regulated to a licensed person.
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AI Chat & VoiceWebsite chat and voice that answers fees, minimums, who you serve and how a first meeting works from your approved information — and books it in the conversation.
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AI AvatarA lifelike face that greets prospects on your site, explains how the firm works and what to expect, and hands over to an advisor on request.
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AI DemoInteractive explainers: how you work with a household, what a first meeting covers, how onboarding and account transfers proceed — from compliance-approved scripts.
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Prospects & ReferralsWeb inquiries and referrals from CPAs and attorneys worked in minutes — the prospect matched to the right advisor, both sides informed, the first meeting booked.
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Household RecordsThe front-office household record: every call, chat, form, document received, request and life event mentioned, in one timeline. Not your custodian or planning system — the conversation record.
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AI E-mail“Did you receive my forms”, statement and tax-document copies, review changes answered from approved information; anything about money or advice routed to a person with a draft.
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Fee ProposalsEngagement and planning-fee proposals from your published fee schedule — sent as a clean document, signed with one click, never an improvised number.
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Onboarding & Follow-upOnboarding paperwork chased to completion, review reminders, annual check-ins, tax-season and RMD-season notices, next-generation outreach — stopped the moment a person should call.
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Reviews & MeetingsFirst meetings, reviews and onboarding meetings booked with the right advisor, room or video link — from phone, chat or email — with a brief before each.
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Client-Service TrainingClient service associates and new advisors trained on your scripts, disclosures and procedures — practice the market-drop call before it happens.
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Service RequestsAddress, beneficiary, statement, distribution and transfer requests filed complete and routed to operations or the custodian desk — verified and executed by a person, status sent to the client.
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Demand & Risk ForecastReview demand per advisor, proposal acceptance and households whose engagement is cooling — from real conversations, with the WHY. Nothing about markets.
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Households & COIsHouseholds across generations, CPAs, estate attorneys and plan sponsors mapped as relationships — who refers, who is going quiet, which household’s next generation you have never met.
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Add AI to what you haveKeep your custodian, planning, portfolio-reporting and CRM systems — the AI does the front-office work and writes it back.
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ProtectionDaily caps on every AI resource: a bot hammering your contact form costs a capped, known amount — clients see courtesy.
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What happens to every inquiry — in your firm
A call at 9:32 AM on a market-drop morning, a web form on Sunday night, a CPA’s referral by email, a widow calling about her late husband’s account — in any of 40 languages.
Who you serve, how you work, published fees and minimums, what a first meeting covers, which forms onboarding needs, how to reach the custodian — from your approved information only. Disclosures read as written.
Prospect or client, which household, which advisor, how urgent, what kind of request — your intake and routing rules applied in the conversation. Anything about advice, accounts or money goes to a licensed person.
Book the review, send the document list, file the beneficiary or statement request, acknowledge the referral to both sides, transfer the worried client to the advisor with the context whispered in.
The unsigned form chased, the review reminded, the proposal left open, the prospect who went quiet after the first meeting, the annual check-in due, the tax documents announced — on schedule, until done.
Every touch on the household’s front-office record, readable by compliance. Every morning a briefing: what was handled overnight, who needs the advisor today.
AI-driven end to end. A licensed person wherever your rules require it. Advice, suitability, anything about accounts, positions or money movement, complaints and anything outside your approved information wait for your people; the routine, the AI handles and reports.
One knowledge base feeds every channel
Websites, uploads, pages and articles, Q&A, battle cards, images and videos — you approve it once, and phone, chat, email, demos and quotes all answer from the same verified source. No source, no claim.
40 languages, one bill, a help drawer over every screen
Languages and website translation, billing with plans, top-ups and alerts, onboarding, users & security, and the help drawer that answers from the platform manual — the plumbing that comes with it.
Private by architecture
Your Front Office runs in a private Cloudflare environment dedicated to your company — your own data-processing container, not a shared pool. Your knowledge stays yours: it never trains global models like GPT or Grok, and it is never shared.
- Private data-processing environment per company
- Grounded only in your knowledge
- Claim guard: no source, no claim
- Private environment option: an isolated environment with enterprise-grade security certifications, on request
Auto-Call — the AI calls your clients
Not only answering. From an automated event (a due date, a ready order, tomorrow’s appointment), a scheduled funnel or a list, the AI calls your registered contacts and announces your message — or talks as an agent: answers the question, moves the appointment, confirms, collects the missing detail. Call window, attempts, voicemail policy and consent rules are yours; every call is transcribed.
- “Hi Richard, this is Beacon Wealth Partners: your quarterly statement is available in your secure portal.”
- “Hi Margaret, this is Beacon Wealth Partners calling to schedule your annual portfolio review with your advisor. Would the 10th or the 17th work for you?”
Scheduled Auto-Call comes inside a solution — see pricing; calling back the hang-ups is part of AI Phone. How it works, in the Phone chapter ›
The same Front Office, by job
The jobs a firm names most often — each explained in full: what falls through the cracks today, a day with the AI on the job, every function seen from that job.
Questions, answered
Does the AI give investment advice or talk about markets?
No. It answers only from the information your firm approves — who you serve, how you work, published fee schedule and minimums, what a first meeting covers, which documents onboarding needs, disclosures as written. “Should I sell”, “is my portfolio okay” or any question about a product, performance or taxes is transferred to the advisor or taken as a message, with the context attached. It never comments on markets. No source, no claim.
What happens to client information, and can compliance see it?
Your Front Office runs on a private data-processing environment dedicated to your firm; your information never trains public models and is never shared. The AI never accesses accounts, positions or balances and never moves money. Every conversation is transcribed and kept on the household record, where your compliance officer can read it. Firms whose compliance requires an isolated environment with specific certifications ask for a private environment — available on request.
Does it replace our CRM, custodian platform or planning software?
No. It sits in front of them: the AI answers, books, collects and follows up, then writes the result back through Connectors — native CRM and calendar sync, webhooks and API. Accounts stay at the custodian, plans stay in your planning tool, your CRM stays the record; your advisors stop typing what the AI already did.
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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