Zealth for Financial Planners is a client engagement tool that turns your recommendations into a trackable action list, helping clients follow through between meetings.
Zealth doesn't replace you – it extends you. Turn meeting notes into quests, track completion, and let clients explore 'what-ifs' between reviews.
Clients get a clear quest log of next steps, complete with nudges, due dates and XP. Fewer "I forgot" moments.
Deliver bite-sized learning moments in context – when clients are making decisions, not weeks later.
Offer a premium, game-like digital experience without rebuilding your entire tech stack.
After each meeting, you can translate your recommendations into Zealth quests – grouped by urgency, complexity and impact, with clear instructions your clients actually understand.
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.
Instead of overwhelming clients with charts, you can show them their independence as a clear story – starting point, milestones and boss battles included.
Zealth turns an advisor's recommendations into a shared action list the client can track and complete between meetings, with visual projections the advisor can screen-share during reviews.
No. Zealth is designed to extend an advisor's advice, not replace it — the advisor sets the plan, and Zealth helps the client follow through on it between meetings.
