ZTRON makes advisory workloads effortless, so humans can focus on high-touch service

Why ZTRON?

ZTRON is an AI assistant capable of acting as an advisor, account manager, data analyst, and operations associate, without having to juggle multiple apps. It's your end-all-be-all copilot.

Compliance-first

Privacy and security by design with real-time risk monitoring

Compliance-first

Privacy and security by design with real-time risk monitoring

Compliance-first

Privacy and security by design with real-time risk monitoring

Client Insights

Advanced knowledge search and pro-active intelligence

Client Insights

Advanced knowledge search and pro-active intelligence

Client Insights

Advanced knowledge search and pro-active intelligence

Workflow Automation

Specialized agents and agentic task management

Workflow Automation

Specialized agents and agentic task management

Workflow Automation

Specialized agents and agentic task management

Intuitive Interface

No more clunky tools, a single chat for everything

Intuitive Interface

No more clunky tools, a single chat for everything

Intuitive Interface

No more clunky tools, a single chat for everything

All Apps, One Platform

All Apps, One Platform

ZTRON unifies your CRM, Financial, and Communication Apps into a single conversational layer. Think ChatGPT for Financial Advisors.

ZTRON unifies your CRM, Financial, and Communication Apps into a single conversational layer. Think ChatGPT for Financial Advisors.

Schedule a call now

Schedule a call now

Schedule a call now

How It Works

How It Works

A simple, fast, and secure platform to manage your clients in just a few steps.

A simple, fast, and secure platform to manage your clients in just a few steps.

Learn more now

Learn more now

Learn more now

1

Create an account

Create your profile in just a few steps

1

Create an account

Create your profile in just a few steps

1

Create an account

Create your profile in just a few steps

2

Setup integrations

Connect your CRM, Tools and Drives

2

Setup integrations

Connect your CRM, Tools and Drives

2

Setup integrations

Connect your CRM, Tools and Drives

3

Add clients or knowledge

Import clients from your CRM

3

Add clients or knowledge

Import clients from your CRM

3

Add clients or knowledge

Import clients from your CRM

Trusted by RIAs like Maia Wealth

Join a growing community of advisors who choose ZTRON for its productivity, security, and sleek design.

"ZTRON enables us to 3x our AUM without additional support staff."

Scott Marek

Partner at Maia Wealth

1/3

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"ZTRON enables us to 3x our AUM without additional support staff."

Scott Marek

Partner at Maia Wealth

1/3

Previous

Next

"ZTRON will help us 3x our AUM without additional support staff."

Scott Marek

Partner at Maia Wealth

1/3

Previous

Next

"ZTRON will help us 3x our AUM without additional support staff."

Scott Marek

Partner at Maia Wealth

1/3

Previous

Next

Your Questions, Answered

Your Questions, Answered

Find everything you need to know about ZTRON, from privacy to integrations.

Find everything you need to know about ZTRON, from privacy to integrations.

Speak to the team

Speak to the team

Speak to the team

Ready to take control of your firm?

Join advisors who trust ZTRON for secure, seamless, and intelligent client workflows.

Get started now

Get started now

Get started now