Zoe Finance引入了税收效率高的再平衡和零散交易等新特点,以加强财富管理。 Zoe Financial introduces new features like tax-efficient rebalancing and fractional trading to enhance wealth management.

Zoe Financial(Zoe Financial)是区域一体化安排的一个数字财富平台,它引入了加强财富管理的新特征,包括一个税收效率高的再平衡器、分数交易和一个白标签的平台。 Zoe Financial, a digital wealth platform for RIAs, has introduced new features to enhance wealth management, including a tax-efficient rebalancer, fractional trading, and a white-labeled platform. 这些更新旨在精简业务和改善客户经验,同时减轻顾问的行政负担。 These updates aim to streamline operations and improve the client experience, while also reducing administrative burdens on advisors. Zoe Financial被提名为2024年财富管理.com产业奖和思想顾问奖的决赛者。 Zoe Financial has been named a finalist in the 2024 WealthManagement.com Industry Awards and ThinkAdvisor Luminaries Awards.

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