Zeplyn is an agentic AI assistant, built to streamline your workflows and reduce more than 90% of the manual work associated with client engagements. Zeplyn captures editable, structured data from every client conversation—whether in person, on the phone, or over video—and surfaces key client details. From Zeplyn you can push notes and tasks directly into AdvisorEngine CRM, while also fulfilling compliance requirements, and pull client information back into Zeplyn for meeting prep and building tailored agendas to keep fully ready to advise.

If you do not have a Zeplyn account, you can learn more at the Zeplyn demo page and sign up for a free trial.

If you have Zeplyn and are interested in integrating it with AdvisorEngine CRM, the integration is enabled from within Zeplyn itself. See AdvisorEngine Integration in the Zeplyn help center for further details.