♟ For financial planners

Give every client a quest log between meetings.

Wrap your advice in an interface clients love – quests, predictions, and dashboards that keep them engaged between meetings.

Embrace your wealth See client quests

Advisor experience

Keep your advice alive in the apps your clients already use.

Zealth doesn't replace you – it extends you. Turn meeting notes into quests, track completion, and let clients explore 'what-ifs' between reviews.

Higher implementation

Clients get a clear quest log of next steps, complete with nudges, due dates and XP. Fewer “I forgot” moments.

Better outcomes +35% completion

Education that sticks

Deliver bite-sized learning moments in context – when clients are making decisions, not weeks later.

In-app learning Contextual advice

Scalable delight

Offer a premium, game-like digital experience without rebuilding your entire tech stack.

White-labeling Premium feel

Quests for planners

Turn recommendations into a shared quest log.

After each meeting, you can translate your recommendations into Zealth quests – grouped by urgency, complexity and impact, with clear instructions your clients actually understand.

Meeting templates that auto-generate common quests (funding, protection, estate, business).
Completion tracking so you see who’s stuck and where.
Client-side notes and attachments linked to each quest for easy collaboration.

Predictions

Turn your models into stories clients can explore.

Use Zealth predictions as a visual layer on top of your planning tools. Show clients branching narratives – stay the course, adjust savings, retire earlier – and let them explore safely.

Easy-to-explain timelines you can screen-share in every review.
Rate, inflation and spending assumptions surfaced clearly for full transparency.
“What-if” toggles clients can play with between meetings without breaking the plan.

Financial independence

Communicate independence in language clients love.

Instead of overwhelming clients with charts, you can show them their independence as a clear story – starting point, milestones and boss battles included.

Shared FI dashboard that updates as you adjust your plan inputs.
Milestone quests (emergency fund, debt levels, coverage checks) mapped to independence.
Co-branding options to keep your firm front and centre.