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Prepare for client meetings in seconds with Black Diamond portfolio data

Zocks automatically pulls a client’s portfolio data from Black Diamond and client information from your other connected systems into a simple one-page brief — so you walk into any meeting fully prepared.

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You're spending time pulling data. You should be spending it with clients.

Before an annual review, most advisors open Black Diamond, pull the portfolio summary, dig through their notes, check the CRM, and try to piece it all together before the meeting starts.

That process takes 20–30 minutes. For every meeting.

Zocks does it in seconds. Connect Black Diamond and your other systems, and Zocks automatically assembles a one-page brief — portfolio values, holdings, account details, and client context — before you walk in.

Everything you need before, during, and after a client meeting

Get your client’s personal and portfolio information in seconds — all in one place before the meeting.

Automatically create a one-page brief for any meeting

Before every meeting, Zocks pulls your client's portfolio data from Black Diamond — market value, holdings, account type, performance, cash balance — and combines it with information from your CRM, financial plans, emails, and past meetings.

No switching systems. No manual prep. One brief, ready before you walk in.

Keep client records in Black Diamond up to date — automatically

After every meeting, Zocks automatically analyzes and structures what's discussed — allocation questions, client concerns, decisions made. Any contact updates mentioned, like a new address, employment change, or updated financial details, sync directly back to Black Diamond in one click.

Ask Zocks anything about a client's portfolio

After the meeting, Zocks organizes portfolio discussions and client questions so advisors can quickly review what was discussed and follow up as needed.

Automatically populate forms from meeting conversations

When a client mentions a change — new address, updated beneficiary, revised income — Zocks captures it and pre-fills the relevant Black Diamond forms so nothing falls through the cracks after the meeting.