Go from client conversation to delivered plan in minutes, not days

Automatically fill out Facts from conversations

Zocks captures information from every client touchpoint—conversations, documents, CRM, and email — then instantly updates fields in eMoney.

Sync client and financial details from documents

Upload any client document — brokerage statements, estate plans, intake forms, risk profiles — in any format. Zocks extracts income, assets, beneficiaries, account numbers, risk scores, and more to cut hours of manual review.

Instantly update a client's financial plan

Whenever a client mentions a life change in a conversation or email, Zocks captures it and updates their financial plan in eMoney so you don’t have to.

Reply to client emails in seconds

When a client asks you something like, “Have we saved enough for tuition at this college?” Zocks pulls the latest data from their eMoney plan and instantly drafts a detailed reply.

Instantly prep for any type of meeting

Zocks includes the client’s financial information from eMoney in your meeting prep. That means you’re all set for annual reviews — or any meeting where finances come up.

Immediately get answers about a client's finances

Have a question about a client’s finances? Just ask Zocks. No more logging into different systems like eMoney and your CRM to find the answers you need.

Watch the replay of our webinar

Join us for a previously recorded webinar to learn more about our two-way integration with eMoney.

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Watch how Zocks instantly fills out eMoney’s Facts, automatically updates a client’s financial plan, writes detailed replies to your client emails & more.