Smarter Investing with ZILO™ Wealth Platform
Innovative, cutting-edge wealth management solution for asset managers, wealth managers, and advisers.
ZILO™ WEALTH
We Simplify. We Enable. We Scale.
Legacy wealth and investment platforms weren’t designed for how modern wealth management firms operate — but with the right innovative technology, you can transform outdated systems into agile, flexible, and seamlessly connected digital wealth platforms that better serve your clients and business growth.
ZILO Wealth Platform
A single platform designed to support multiple models, flexible wrappers, and end-to-end workflows — without the complexity. Combining full account wrappers, simple workflows, and scalable technology to power growth.
Transforming your Wealth Platform with confidence.
Driven by innovation we enable the data transition from start to finish. Minimising disruption, enhanced transparency, and keeping your clients fully supported throughout.
Why ZILO™ Wealth?
One wealth and investing platform across multiple client types including advised, execution-only, and Direct-to-Consumer- Flexible product wrappers to support your full proposition
- Real-time data and end-to-end investment workflows
- Built to replace legacy systems—without adding complexity
ZILO Advantage
- Confidence in every interaction — clear data, transparent processes, no surprises
- Less admin, more value — simplified operations that free up time to focus on clients
- Built to scale with you — grow your business without operational friction
Our products
One Global Platform for Transfer Agency.
Digital-first. Secure. Built to scale.
Digital-first. Secure. Built to scale.
- Multi-region, multi-client, and multi-currency by design
- Digital-first investor onboarding to real-time operational dashboards
- A global solution that scales with your business
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Other products
A configurable, all-in-one investment portal designed to deliver modern investor experiences at scale.
- Persona-based journeys tailored to every investor type
- Real-time data and fully connected workflows
- Global, multi-language platform built for expansion
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Other products
Designed to revolutionise the process of transferring legacy data with speed and precision.
- Reduces migration time, cost, and risk through automation
- Uses generative AI to move data faster and more securely between systems
- Improves data accuracy, integrity, and overall migration performance
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