The AI Assistant made for financial advisors that seamlessly integrates with your CRM

Save meeting notes with a click

Zocks captures best-in-class, accurate, and compliant meeting notes and turns them into structured summaries —without recording.

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Easily export complete or customized meeting summaries directly to a contact or household in AdvisorEngine with a click from Zocks.

Assign follow-up tasks across your teams

Zocks automatically generates action items from meeting notes and client emails, assigning tasks, due dates, and priorities to team members in AdvisorEngine with one click.

Sync contacts with custom visibility

Automatically synchronize contacts based on status, type, and tags with customized visibility—ensuring accurate CRM records, privacy, and compliance.