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Zeplyn is advisor-only. SSO is enforced for firm tenants; password sign-in below is for individual advisors during onboarding pilots.

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  • Advisor sessions are short-lived; SSO is enforced at the firm tenant level for production deployments.
  • Client meeting transcripts and approved records are encrypted at rest with AES-256 and tenant-isolated.
  • Every record view, edit, and approval is captured in a tamper-evident audit log for SEC examination preparation.
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Agentic AI for wealth-management compliance documentation. Built for independent RIAs and small financial planning firms.

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