Zippix — The Complete Financial Client Management Platform

The Complete Financial Client Management Platform

Manage client relationships, track portfolios, and grow your practice with our all-in-one solution for wealth management.

Schedule a Demo

The Complete Financial Client Management Platform

Manage client relationships, track portfolios, and grow your practice with our all-in-one solution for wealth management.

Schedule a Demo

Why Choose Zippix?

Build trust with concise, benefit-focused points

All Client Data in One Place

Manage clients, family members, finances, banking and demat details in one secure place.

Lead & Project Tracking

Track leads, manage tasks, and monitor project progress easily.

WhatsApp Integration

Chat with clients, send templates, and run campaigns directly.

Dashboard & Analytics

Real-time insights on client value, performance, and conversions.

Team Collaboration

Role-based access and notifications for secure teamwork.

scalable Platform

Built for solo advisors, small teams, or large organizations managing multiple clients and portfolios as they grow.

All Client Data in One Place

Manage clients, family members, finances, banking and demat details in one secure place.

Lead & Project Tracking

Track leads, manage tasks, and monitor project progress easily.

WhatsApp Integration

Chat with clients, send templates, and run campaigns directly.

Everything You Need to Manage Clients, Projects & Communication

Switch between focus areas to see how Zippix covers analytics, relationships, delivery, messaging, and governance in one product.

Dashboard

Analytics widgets preview (client portfolio value, project status pie chart, lead funnel, team workload heatmap).

Leads & Clients

Screenshot/mockup of detailed profile (financial summary, family tree, banking/demat fields) + advanced filters.

Projects & Tasks

Kanban board and list view side by side; task card with description, attachments, and history.

WhatsApp Tools

Chat interface preview, campaign builder, template gallery, and live feed table.

Team & Control

User and role management, label creator, and notification center.

Get Started in Minutes See Results Fast

Connect your channels, organize work with your team, and measure outcomes from one workspace.

Connect & Import

Connect WhatsApp for personal client interactions and import financial data for smoother transactions.

Organize & Collaborate

Start projects by assigning tasks and inviting team members for better collaboration.

Communicate & Track

Chat with your team, run campaigns, and track progress on the dashboard for optimized strategies.

Analyze & Grow

Analyze data, create reports, and streamline workflows to better meet client needs.

Frequently Asked Questions

What you need to know about using Zippix.

What exactly is Zippix and who is it built for?

Zippix is a financial client management platform built specifically for financial advisory firms. It brings client information, lead pipelines, project workflows, team management, WhatsApp communication, and analytics into a single unified workspace replacing the scattered tools most advisory teams rely on today.

Is Zippix only for large advisory firms?

No. Zippix is designed for advisory teams of different sizes, from small practices to enterprise firms. Pricing and onboarding scale with how you work so solo advisors and large teams can both get value from the platform.

Does Zippix replace my existing tools or work alongside them?

You can use Zippix as your primary workspace or alongside existing systems. Many firms phase tools over time; others keep specialist apps and sync key data into Zippix. Your rollout plan should match how your team prefers to work.

What modules are included in Zippix?

The platform typically includes client profiles and activity, lead pipeline, projects and tasks, team access, WhatsApp messaging, goals, campaigns, and reporting. Exact availability can depend on your plan.

Can I manage multiple WhatsApp numbers inside Zippix?

Yes. You can connect and manage multiple WhatsApp Business numbers so conversations stay organized by team, region, or client segment.

How does family tracking work in the client module?

Family tracking links related people in a household so advisors see relationships and context in one place, reducing duplicate work and missed handoffs.

Can I create sub-tasks inside a project task?

Yes. Tasks support sub-tasks with owners and status so larger pieces of work stay structured and easy to follow.

How long does it take to get my team up and running on Zippix?

Many teams get through initial setup in a few days. Larger migrations may take longer depending on data import and training. Support can help you plan a realistic timeline.

Can I import my existing client data into Zippix?

Yes. Supported imports help bring over client and structured data so you do not have to re-enter everything manually. Scope depends on your source systems.