When every advisor knows exactly what to do next, clients notice.
Zippix turns scattered tasks, missed handoffs, and unclear ownership into a structured, visible, always-moving project workflow built specifically for financial advisory teams.
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Financial firms don't fail clients because of bad advice. They fail them because of missed tasks, unclear ownership, and nobody knowing where a project actually stands.
What Gets in the Way
Visibility breaks down when ownership is unclear.
Tasks Assigned No Ownership
Everyone's involved, but no one is accountable.
Managers Notified Too Late
By the time you notice, the damage is already done.
Progress Hidden From Everyone
Progress lives in chats, not where teams can see it.
Your entire client base. Organised and searchable.
The client list gives you a live view of every client their type, their family head, and where they fit within your firm's overall book of business. Filter by client type, search by name, or browse by family group. Everything is one click away.
One task isn't always one task.
In financial advisory, a single client deliverable can involve research, documentation, review, approval, and follow-up all happening in parallel across different people. Zippix lets you break any task into sub-tasks, each with its own assignee, priority, and timeline.
Your workflow as a board. Every stage. Every task. Live.
Move tasks through custom stages as work progresses New, In Progress, Under Review, Complete, or whatever your firm's process looks like. Each task card surfaces the essentials at a glance: client name, assignee, priority level, checklist progress, and due date.
Not every moment calls for a board.
Sometimes you need a clean, ordered list grouped by status, by priority, by assignee, or by due date. Switch to List View and get exactly that. Toggle between your personal tasks and the full project view in one click.
The questions managers ask every Monday morning answered before they ask them.
The Summary view answers all of it. Task completion rates, team performance by person, workload distribution, priority breakdown, due and overdue counts live, accurate, and filterable. No chasing. No compiling. No waiting until the weekly report.
The Visibility Your Firm Has Been Missing
Bring clarity, accountability, and visibility into one workspace.
See it before it's late
Every overdue, pending, and upcoming task is categorised and visible so your team acts before clients feel it.
Every task has a name on it
No orphaned work. No assumption of ownership. Every task and sub-task is assigned to a specific person with a specific deadline.
Performance without the politics
Objective, data-driven team analytics replace subjective check-ins and end-of-quarter surprises.
One view for every working style
Summary for leadership, Board for executors, List for planners the same data, shaped for each role.
Designed Around Your Team
Built for financial professionals who demand clarity, control, and seamless collaboration.
For the Firm Manager
You shouldn't have to ask for a status update. With Zippix, every project's health is visible without follow-ups, with overdue items, workload imbalances, and team performance surfaced automatically.
For the Financial Advisor
Your task list is clear. Your priorities are set. You know what's due today, what's coming next week, and what's waiting on someone else without digging through messages or attending a briefing.
For the Client Relationship
Lead client work doesn't slip through the cracks because internal processes failed. Tasks are tracked, handoffs are clean, and you always know the status of a client engagement before they ask.