Project & Team Insights
Track every project, task, and team milestone in one place. Zippix gives advisory teams clear ownership, real-time progress, and accountability without the spreadsheet chase.
Schedule a Demo
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.
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.
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.