An “All-in-One” Investment Portal
Create seamless, persona-driven investment journeys across onboarding,
servicing and trading - all within a single, unified platform.
servicing and trading - all within a single, unified platform.
ZILO™ INVEST
A Persona-based User Experience With a Modular Library
Create tailored, intuitive investment experiences for every investor type using a persona-based, modular platform.
Financial Adviser
Individual
Financial Institution
Distributor
Identity & access management
Onboarding
Trading
Transactions & activity
Communication & support
Account maintenance
Documents
Insights
Reporting
Real-time Platform
Deliver investor experience powered by real-time data and integrated workflows.
Surface live valuations, transactions and account data via API-driven architecture- End-to-end journeys without switching between systems
- Provide a consistent experience across desktop and mobile applications
Built for Adoption
Designed around real-world investor and institutional workflows to drive adoption, increase engagement and reduce operational friction.
- Enable intuitive, self-service journeys across onboarding, servicing and trading
- Support complex role structures with flexible permissions and access controls
- Reduce reliance on manual processes through integrated digital workflows
Global by Design
Scale across regions, languages and investment structures from a single platform.
- Deliver multi-language and multi-currency experiences natively
- Expand into new markets without rebuilding journeys
- Maintain consistency across jurisdictions and investor types
Configurable Experience
Adapt the platform to your business - without relying on development.
- Configure branding, content and terminology through a flexible CMS
- Tailor journeys, workflows and user experiences to your operating model
- Respond quickly to change without engineering dependency
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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
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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