Want to save time and better serve your clients? We've created an easy way for you to help your clients' manage their money. All for free.
Zeta for Coaches
Access Their Budgets
Clients can opt-into providing on-going access to their budgets and transactions
Create More Value
Let us handle the grunt work so you can save time and deliver higher-value services.
Client Dashboard
Get a customized Client Dashboard to help you manage multiple clients.
Easy Sign Up
Your clients can easily opt-in to our advisor feature using your custom coach link.
How it works
Your clients can get setup on Zeta in under 10 minutes.
4. Help them reach their goals.
Help your clients stay on track towards their goals - both personal and shared.
1. Invite your clients.
Your clients can sign up for Zeta via your custom coach link. The link connects them to your coach profile. They then give you access to see their Zeta account.
3. Keep tabs on their money.
Prepare for your 1:1 sessions by reviewing your client's spending, bills, net worth, and more.
2. They link their accounts.
Clients can link their personal and shared accounts all in one place. We offer access to over 10,000 institutions to give them a full financial picture.
Zeta is an amazing tool for both my clients and me! It helps my clients stay on top of their money goals and spending. Plus, it facilitates regular conversation between spouses. I love that I'm able to log on and see exactly where my clients are stuck and need my help.
