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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.
Trusted by thousands of advisors and firms of every size
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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 hours—before prospects cool off.
Close more prospects
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.
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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.
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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.
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Get started for free in less than 10 minutes
