ZANUS AI FOR FINANCE — CORE SYSTEMS & INTEGRATIONS

Keep your portfolio system. Add the intelligence.

Your portfolio accounting system stays the system of record. Zanus becomes the system of work: connectors sync households, meetings and documents both ways, the intake pipeline files what arrives, and AI-drafted letters flow back where they belong. No rip and replace.

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Private tenant or your own server · unlimited users · SOC-2-aligned deployment path

Integration with existing portfolio, CRM and office systems

No rip and replace: the portfolio system, CRM and calendars stay — the AI layer connects to all of them.

What it does

CRM connectors

Salesforce, HubSpot and field-mapped connectors for the rest: households, contacts and activities synced push, pull or two-way — with a dry-run preview before anything writes.

The document stream, absorbed

Custodian statements, confirms, signed agreements and notices route through the intake pipeline to the right household record — and the AI can draft the follow-ups.

REST API + webhooks

A full API for whatever else the firm runs: reporting tools, planning software, custom models — data in, results out, under scoped keys.

One question across all your systems

The positions live in the portfolio system, the relationship history in the CRM, the IPS in the library — and the AI reads across all of it. “What is open on this household before Thursday’s review?” becomes one question with one grounded answer.

Field mapping with dry-run preview
Each system stays master of its own records
Every sync event on the audit record
External systems appear as blocks on the automation canvas

Core systems as blocks on the automation canvas

Documents routed through the intake pipeline

Documents flow back where they belong

The quarterly letter the AI drafted, the meeting summary, the signed agreement: finished documents return to the household record in your CRM through the same connectors — reviewed and approved by your professionals first.

AI output filed back to the system of record
Approval workflow before anything writes back
Webhooks notify your systems in real time

Financial software is sold by the seat and by the module — one bill for the portfolio system, another for the CRM, another for compliance archiving — while advisors still write quarterly letters at 11 PM and DDQs still eat a week per mandate. Zanus AI: the client-facing front office AND the research-and-reporting back office, unlimited users, flat price — in your private tenant or on a server you own.

Questions, answered

Which portfolio systems do you support?

Connectors are mapped per deployment — bring your portfolio system and CRM to the demo and we walk through the exact integration path for your stack.

Does client data pass through third parties?

No. The connectors run inside your tenant — or inside your building on the on-premises option. Data moves directly between your systems.

Keep your portfolio system. Add the intelligence.

What it does

One question across all your systems

Documents flow back where they belong

Questions, answered

See it working on YOUR firm — the demo IS the product.