Integrate Orion with Zocks

Walk into every meeting with real-time Orion data at your fingertips

Zocks pulls your clients' Orion portfolio data into meeting prep, live conversations, and email replies, so you're never scrambling for answers.

Book a demo

Stop digging through systems to find client answers

Clients ask questions in meetings, over email, and on quick calls.

The answers live across Orion, your CRM, past notes, and planning tools — forcing you to switch tabs, search records, or follow up later.

That extra work slows responses and breaks momentum.

Zocks removes that friction by bringing Orion data directly into the conversations where decisions happen.

Deliver fast, personalized service with Orion & Zocks

Access Orion portfolio data, client history, and planning details in one place — so you can respond quickly, confidently, and with full context across meetings, emails, and follow-ups.

Show up prepared with less pre-meeting work

No more toggling between Orion tabs before a meeting. Zocks automatically pulls portfolio data, past notes, financial plan details, and CRM records into a single place so you walk in confident.

Send client follow-up emails in seconds

After every meeting, Zocks drafts a personalized follow-up and can even reply to clients using relevant info from past meetings, CRM, and Orion data.

Ask Zocks anything mid-meeting

If you have a question during a meeting about a client’s portfolio, asset allocation, or performance, just ask Zocks. It searches Orion to instantly give you the answer — saving you the time you’d typically spend researching the answer.

Automatically update Orion profiles

Zocks automatically updates Orion using data from your conversation, keeping client records complete and compliant — no extra work for you.

WEBINAR

Learn how Zocks and PreciseFP integrate to turn conversations into structured data to faster onboard clients, create and update financial plans and elevate the client experience.

Watch Replay

Now, with this integration, we’re able to realize our vision of ‘input once and use everywhere.’ Turning conversations into data dramatically increases our operational velocity and elevates the client experience.