Integrate RightCapiTal with Zocks

Build RightCapital plans faster than ever

After every client conversation, Zocks automatically captures and easily syncs 200+ fields to RightCapital so you can build plans faster and close more prospects.

Stop losing prospects in the gap between great conversation and great advice

You just had a great discovery call. The prospect is excited and ready to move forward.

Then comes the momentum killer: back-and-forth emails, fact-finder forms, manual data entry into RightCapital.

Days turn into weeks. By the time you deliver their plan, they've cooled off—or gone with someone faster.

Zocks eliminates that gap. Automatically capture client details, sync to RightCapital, and deliver plans in minutes—before prospects cool off.

Zocks Calendar Image

Close more prospects with RightCapital & Zocks

Give prospects a financial plan faster than ever. By capturing client details in real-time, Zocks eliminates the back-and-forth info gathering that kills opportunities.

Automatically fill out Client Profiles in RightCapital

Zocks collects the right information from your client conversations and emails, combines it with up-to-date info from your CRM and other connected systems, then fills out 200+ fields across Family, Contacts, Goals, Incomes, and Expenses in RightCapital.

User interface for updating contact in financial planning showing assets section with account name changing from 'Not set' to 'Michael and Jennifer (Joint / ROS)' and total value increasing from $6,400 to $18,600, goals section with Retirement and College checked, and a button labeled 'Update Financial Planning' to sync over 200 fields.

You control what data goes into RightCapital

Review what Zocks captured, edit if needed, select which fields to sync, then send to RightCapital. One click. Total control.

Email draft titled 'I got promoted!' with message about a 15% raise and 10k bonus, showing RightCapital updated financial plan and Gmail and Outlook icons.

Easily update a client’s financial plan

After a check-in call or whenever a client mentions a life change in an email, Zocks automatically captures it and makes it easy to update their financial plan in RightCapital.

WEBINAR

December

3

1:00 pm

ET

From Conversation to Financial Plan Faster than Ever

Join Zocks and RightCapital for a fast, practical walkthrough showing how advisors turn discovery calls into finished plans in minutes — capturing data automatically, eliminating manual entry, and accelerating conversions.

Save Your Spot Watch Replay

Zocks has cut my client discovery and onboarding time by 20 percent, so we can spend more time discussing what matters most to them and then implementing the plan.

Chris Arnold

Founder and Lead Advisor, CFP® | Refresh Wealth

Zocks seamlessly integrates with your tech stack

Coming Soon

Wealthbox

Wealthbox

Keep client records updated effortlessly with seamless note syncing and task automation.

Coming Soon

Salesforce

Salesforce

Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.

Coming Soon

Redtail

Redtail

Capture detailed notes and action items directly into Redtail for streamlined client management.

Coming Soon

Practifi

Practifi

Power your advisory workflows with intelligent note-taking and real-time data syncing.

Coming Soon

XLR8

XLR8

Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.

Coming Soon

Zoho

Zoho

Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.

Coming Soon

HubSpot

HubSpot

Automate your workflows and client data management with Zocks' Hubspot integration.

Coming Soon

SmartOffice

SmartOffice

Keep your team in sync and stay compliant with auto-synced notes, field-level client data, and intelligent task delegation.

Coming Soon

Microsoft Dynamics 365

Microsoft Dynamics 365

Microsoft Dynamics 365

Auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM.

Coming Soon

AdvisorEngine

AdvisorEngine

Save meeting summaries, assign tasks, and update contacts instantly with Zocks’ AdvisorEngine integration.

Coming Soon

LeadCenter.ai

LeadCenter.ai

Automate lead follow-ups and ensure client data stays perfectly in sync across your advisory tools.

Zoom

Zoom

Capture and access meeting prep, client insights, and task management live from Zoom meetings.

Coming Soon

Native Experience

Microsoft Teams

Microsoft Teams

Microsoft Teams

Integrated directly with Teams to support efficient collaboration and smart meeting insights—all in one workspace.

Coming Soon

Native Experience

Google Meet

Google Meet

Easily sync with your calendar and meetings while your AI assistant handles notes and action items in real time.

Coming Soon

Native Experience

Ring central

Ring central

Manage video calls and phone meetings with built-in AI support for summaries, transcripts, and follow-ups.

Coming Soon

Native Experience

Goto Connect

Goto Connect

Bring together video and voice with smart assistance—automate scheduling, join calls, and capture key points with ease.

Coming Soon

Native Experience

Zoom Phone

Zoom Phone

Enable AI-powered call handling and smart summaries directly through your Zoom Phone conversations—perfect for busy client calls.

Coming Soon

Native Experience

Teams Phone

Teams Phone

Integrate AI assistance into Teams calls to automatically capture insights, action items, and key moments during every conversation.

Coming Soon

Native Experience

Intulse

Intulse

Zocks provides full 360-degree coverage for phone meetings and easy configuration for phone group calls.

Coming Soon

Native Experience

Mobile

Mobile

Support mobile conversations with AI that joins, records, and summarises calls—keeping your meetings productive anywhere you go.

Coming Soon

Native Experience

Landline

Landline

Bring AI capabilities to your traditional landline, with hands-free call logging, notes, and summary generation built in.

Coming Soon

Native Experience

Shared Landline

Shared Landline

Shared Landline

Ideal for team-based or shared setups—AI listens, extracts highlights, and delivers summaries accessible to the entire team.

Coming Soon

Native Experience

Webex

Webex

Connect Zocks with Webex for a more productive and efficient client meeting experience.

Coming Soon

Native Experience

Microsoft Outlook

Microsoft Outlook

Microsoft Outlook

Automate email replies, access client insights, update client records, and manage tasks directly from Outlook.

Coming Soon

Native Experience

Gmail

Gmail

Send and sync emails with a click, and update contacts and tasks from emails with Zocks' Gmail integration.

Coming Soon

Native Experience

Outlook Calendar

Outlook Calendar

Outlook Calendar

Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.

Coming Soon

Native Experience

Google Calendar

Google Calendar

Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.

Coming Soon

Native Experience

CRM-based calendar

CRM-based calendar

Keep all your client meetings in one place with direct integration into your CRM’s calendar, ensuring accurate scheduling and streamlined workflows.

Coming Soon

Native Experience

eMoney

Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.

RightCapital

Easily sync 200+ fields from conversations to RightCapital. Deliver plans faster than ever so you can close more prospects and onboard clients quickly.

PreciseFP

PreciseFP

Automatically fill out fact finders, account opening forms, update your financial planning tool & more.

Orion Portfolio Accounting & Reporting

Orion Portfolio Accounting & Reporting

Orion Portfolio Accounting & Reporting

Connect Zocks to Orion for real-time portfolio data, performance and insights for meeting prep, live meetings, emails and forms.

Holistiplan

Holistiplan

Unlock new planning opportunities by connecting Holistiplan’s advanced tax analysis with Zocks.

Zapier

Zapier

Automatically trigger workflows after every client conversation, connecting Zocks to 8,000+ apps.

Get started for free in less than 10 minutes

You'll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience.

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