Zoe Financial User Reviews

Top reviews

Log Scale

For whatever reason this app has chosen to draw all the charts in log scale, which is extremely deceptive. A $1000 change on the right of a chart looks smaller than a $100 change on the left of the same chart. The app also does not separate gains and losses from deposits into separate lines which obfuscates losses
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Easy and modern

Zoe has been great to use. I’m a big fan.

Really useful

This app helps me manage my investments with my advisor and it is extremely helpful to track my net gains

Love it!

Just started using ZWP and love how intuitive it has been. Super easy to use and has a nice dashboard so that I can keep track of my holdings. A lot easier to use than some of the antique platforms I was used to in the past!

Very useful app

This is so good and allow me to check all of my transactions and how my money is doing in a day to day, just what I wanted

Super easy and convenient

Easy app to see my accounts with my advisor that I found through the Zoe network of fiduciary advisors, and be able to monitor their performance over time. Just a nice peace of mind to be able to login each day and keep track.

Was able to see my pending transfers and dividend payments to keep track of things coming in and out. Interface is super easy to use and navigate, with clear charts on your investment accounts. Thank you!
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