Integrate Holistiplan with Zocks

Unlock new planning opportunities

When you connect Holistiplan’s advanced tax analysis with Zocks, you’ll gain instant access to the tax data and insights you need to turn every client interaction into a planning opportunity.

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Stop slowing down conversations to find tax insights

Tax analysis and client insights live in Holistiplan, while client conversations happen in meetings, emails, and quick follow-ups.

Finding the right tax details often means switching tools, pulling reports, or circling back later.

That friction makes it harder to spot and act on planning opportunities in the moment.

Zocks closes that gap by bringing Holistiplan data into everyday client interactions.

Turn tax insights into action with Holistiplan & Zocks

Zocks brings Holistiplan tax analysis into your meeting prep, live conversations, and client emails — and keeps related records up to date automatically. Tax insights are always current, accessible, and ready to turn into actionable planning opportunities.

Smarter meeting prep with Holistiplan

Zocks pulls the most recent and relevant tax analysis, data and insights from Holistiplan and combines them with past meeting notes, emails, and data from your CRM, planning and portfolio tools to instantly prepare you for client meetings. With a comprehensive client overview and financial summary, you’re fully prepared for any topic.

Tax details when & where you need them

While in a live meeting or using ‘Ask Anything’, Zocks can access Holistiplan for details about total, adjusted and taxable income, deductions, tax liability, filing status, marginal tax rates, dividends, capital gains, carryforward losses, supporting schedules and more. You’ll have the details you need to respond with confidence and specifics.

Reply to client emails in seconds

When a client emails you asking about taxes or a tax saving strategy, Zocks uses your past notes, emails, CRM, financial planning, portfolio data and now analysis and insights from Holistiplan, to provide a fast, contextual and detailed reply to the client. The draft will be sitting in your inbox, ready for your review within seconds.

Automatically keep your contact records up to date

Zocks identifies new and changed details, whether from a meeting or an email, and automatically updates the client contact record in Holistiplan.

WEBINAR

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.

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Our closing ratio is higher now that we use Zocks on our first appointments with prospects. We capture those little talking points that make or break a case when we’re bringing a new client on.