Frequently Asked Questions
Answers to the questions we hear most often about setup, data security, pricing, and how Zolvics fits into your existing workflow.
Common questions about Zolvics
If you don't find what you're looking for below, our team is happy to help — reach out via the contact page.
What exactly does Zolvics do?
Zolvics is an AI-driven data-analysis platform that continuously reviews portfolio and account data, flags risk thresholds, and surfaces yield-optimisation recommendations so investors and small businesses can make faster, better-informed decisions.
How long does setup take?
Most accounts are connected and configured within a few minutes using guided onboarding steps. The exact time depends on how many data sources you link and how your risk parameters are set up.
Do I need technical or coding knowledge to use the platform?
No. Zolvics is built with a dashboard-first interface intended for non-technical users. Configuration options use plain-language controls rather than code or scripts.
What kind of data sources can I connect?
Zolvics is designed to work with common portfolio, account, and transaction data feeds. Specific supported integrations depend on your plan — check the Features page or contact us to confirm compatibility with your current tools.
How is my data kept secure?
We apply industry-standard safeguards to protect data in transit and at rest. We don't publish specific certifications here — if you need details for a compliance review, please contact us directly and we'll provide what's relevant to your case.
Can Zolvics make trades or decisions on my behalf?
Zolvics is an analysis and recommendation tool. It surfaces insights and risk-calibrated suggestions; any final decision or transaction remains under your control unless you've separately configured automation within your own systems.
Is there a free trial or demo available?
Trial and demo availability can vary by plan. Visit the Contact page to ask about current options, and our team will point you to the right next step.
What size businesses or portfolios is Zolvics built for?
The platform is designed to scale from individual investors managing a single portfolio to small businesses tracking multiple accounts. Configuration adjusts to the volume and complexity of the data you connect.
Can I export reports or recommendations?
Yes, dashboards and summaries are designed to be exportable so you can share findings with partners, advisors, or stakeholders outside the platform.
What happens if I need to cancel or change my plan?
Plan changes and cancellations are handled through your account settings or by contacting our team. Refer to the Terms of Service page for the general policy, or reach out directly with specific questions.
Who can I contact if my question isn't answered here?
Use the Contact page to send us a message. We aim to respond promptly and can walk you through setup, pricing, or technical questions directly.
We're here to help you decide
Not every question fits neatly into an FAQ. If you'd like to talk through your specific setup, data sources, or risk requirements before getting started, our team is available to walk through the details with you.
Contact Zolvics