Zeplyn AI vs EWM Client View
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Zeplyn AI
This AI-powered tool automates note-taking during client meetings for financial advisors. It allows advisors to fully engage with clients while ensuring all critical details are captured and processed. The companion mobile app enables on-the-go recording and management of meeting notes.
- AI-powered automated note-taking
- Enhanced client engagement
- Time-saving meeting summaries
- Companion mobile app for recording
- Secure meeting data processing
- Custom-built for financial advisors
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Zeplyn is the only AI Meeting Co-pilot custom built for Financial Advisors! In the fast-paced world of financial advising, staying engaged with your clients while accurately capturing every critical detail during your meetings can be a daunting task. Zeplyn is here to revolutionize the way you work, leveraging advanced AI technology to automate note-taking in your client meetings, so you can focus on what matters most - delivering exceptional advice and service to your clients. The Zeplyn iOS application is a companion app to the Zeplyn web application that lets Financial Advisors run Zeplyn's note-taking technology on their iPhones. To start note-taking on your iPhones, simply open the Zeplyn app, go to Record note, select meeting type, list the attendees, and hit Start. Once your meeting is done, hit Save. That's it. Processed meeting notes can be viewed in the Zeplyn web application at https://app.zeplyn.ai. Why Zeplyn? 1. Enhance Client Engagement: Fully immerse yourself in conversations, knowing that Zeplyn has the note-taking covered. 2. Save Time: Minimize hours spent on meeting preparations and follow-ups, freeing up more time to grow your client base. 3. Peace of Mind: Benefit from a solution that understands the ins and outs of financial advisement, crafted by those who have been in your shoes. Ready to transform your client meetings? Download Zeplyn today!
EWM Client View
Monitor your investment portfolio with an intuitive dashboard, detailed reports, and clear visualizations. Access your financial data securely 24/7, anytime and anywhere. Designed for simplicity, it offers a comprehensive overview of account performance, holdings, and transactions.
- Comprehensive investment dashboard
- Detailed reports and visualizations
- User-friendly interface
- Data security and privacy
- 24/7 access to financial data
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This app is specifically designed for clients of Elmwood Wealth Management to easily monitor their investment portfolio on a day to day basis. There are numerous default reports, plus many others you can utilize through the Reports tab. - Comprehensive investment dashboard: Get a clear overview of your financial health with our intuitive dashboard, where you track your account performance, holdings, and transactions in one central location. Visualize your financial data through charts and graphs. Why Choose the Elmwood Wealth app? - User-friendly interface: Our app is designed with simplicity in mind, making it accessible for users of all financial backgrounds. - Data security: We prioritize your data security and privacy, giving you and your financial team peace of mind when it comes to your data. - 24/7 access: Manage your finances on your terms, anytime, anywhere. - Please connect with an Elmwood team member for further assistance and login credentials
Screenshots
Verdict
The clearest difference is rating: EWM Client View at 5.0 against Zeplyn AI's 4.3. EWM Client View also leads on iOS requirement (15.1 vs 17.0). Zeplyn AI's advantage is ratings volume (4 vs 1). On price, update cadence, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
EWM Client View holds the better App Store score, 5.0 against 4.3. Both are backed by a comparable volume of ratings — 4 and 1 respectively.
Zeplyn AI ships an update every 6 weeks, EWM Client View every 2 months. The most recent releases landed on October 24, 2026 and October 18, 2026 respectively.
| Parameter | Zeplyn AI | EWM Client View |
|---|---|---|
| Price | Free | Free |
| Rating | 4.3 (4 ratings) | 5.0 (1 ratings) — better |
| Number of ratings | 4 — better | 1 |
| Update frequency | Every 6 weeks — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPod |
| Requires iOS | 17.0 | 15.1 — better |
| Further details — not scored | ||
| Size | 14 MB | 38 MB |
| Age rating | 4+ | 4+ |
| Developer | DeepInsights AI Inc. | ELMWOOD WEALTH MANAGEMENT, INC. |
Customer experience
Zeplyn AI
EWM Client View
In-app purchases
Zeplyn AI
No in-app purchases
EWM Client View
No in-app purchases
Questions
Is Zeplyn AI free?
Is EWM Client View free?
Which has better reviews, Zeplyn AI or EWM Client View?
Do Zeplyn AI or EWM Client View have ads?
Which is updated more often, Zeplyn AI or EWM Client View?
Other comparisons
