Zoe Financial 1.2

Zoe Financial presents a modern approach to wealth management by integrating the expertise of a financial advisor with advanced technological solutions. This combination aims to enhance the investment experience for users.

The Zoe app provides essential features for investors seeking to monitor their portfolios effectively:

• Check account balances and assess investment performance.
• Review current holdings and track the status of transfers.
• Access transaction histories, including deposits, withdrawals, and other activities.

Access to the Zoe platform requires an invitation from a financial advisor. For those who have already registered, downloading the app enables immediate engagement with your investments.

Please note that new transfers can only be initiated through the desktop website. To create a new transaction, visit app.zoefin.com/login.