As we explored how Gen AI could meaningfully support advisor productivity, Zocks quickly emerged as the clear choice. The platform was purpose-built for independent advisory firms, with enterprise controls and compliance embedded in its core from day one. Its ability to integrate seamlessly with our existing technology stack makes it not just a tactical solution, but a strategic enabler of how we scale indispensable service across our advisor community.
Spend more time with clients, and less time on admin

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Compare Plans
Find the plan that fits your practice best.
Save 10+ hours a week by automating meeting notes, intake forms, client emails & more.
Captures notes from in-person, virtual, and phone meetings with unmatched accuracy, formatting precision, gf hand configurability - without recording.
Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.
Automatically fill out fact finders, account opening forms, update your financial planning tool & more.
Zocks drafts accurate emails in your tone and style, using client history from your CRM, inbox, planning system, and past meetings.
Get insights and metrics beyond your wealth stack with Zocks’ intelligent client profiles by capturing, syncing, and enriching data across connected systems.
Automate tasks, workflow management and client record updates in advisor-focused CRM.
Instantly get answers to any client-related question get historical insights, and personalize your client communication with Zocks’ AI Assistant.
Get organized key details, agendas, action items and client email drafts before meetings.
Automatically collect data and sync client profiles across your CRM, planning system, notes, emails and calendar.
included meetings
Scale your practice with advanced team controls, customization, standardization, and insights.
Empower assistants, paraplanners, and office staff to manage and set up workflows for your entire office.
$250/year
$60/year
Share meeting notes, delegate tasks, manage multiple inboxes, and more with unrivalled access, customization, standardization, and control across teams of all sizes.
Improve client experience and close more prospects with Zocks’ actionable insights on platform usage, workflow metrics, and analytics.
Tailor Zocks to your needs with fully configurable templates, fine-grained access controls, and custom configurations.
Get fine-grained control over access, policies, billing, and security with firm-wide customization and oversight.
Cut hours of admin daily with Zocks'workflow automation and 2-way data flows across your full wealth stack.
Capture and sync notes effortlessly, no matter if you meet your client in person, virtually, or want to upload meeting recordings.
Capturing meeting notes from personal mobile, landline, shared landline, or any VoIP, or UCaaS solution with Zocks’ Universal Phone architecture.
Eliminate manual admin and increase compliance with Zocks fully configurable, advanced CRM integrations.
Give prospects a financial plan faster than ever with Zocks automatically updating Facts and pulling eMoney data for client emails, meetings, and more.
Get client data faster as Zocks with turning your client conversations into structured data and automatically updating PreciseFP.
Reply to your clients in seconds with Zocks drafting emails using real-time and historical client data from your wealth stack.
Save 15 minutes before every meeting and focus on your client with Zocks automatically syncing and joining your meetings.
Increase compliance without impeding productivity and protect client privacy and data.
Keep all client conversations confidential without recording, and make sure you own and control your data.
Maintain full compliance and accurate documentation without impeding productivity.
Onboard and your team and get suppport tailored to your needs.
Save 10+ hours a week by automating meeting notes, intake forms, client emails & more.
Captures notes from in-person, virtual, and phone meetings with unmatched accuracy, formatting precision, and configurability - without recording.
Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.
Automatically fill out fact finders, account opening forms, update your financial planning tool & more.
Get insights and metrics beyond your wealth stack with Zocks’ intelligent client profiles by capturing, syncing, and enriching data across connected systems.
Automate tasks, workflow management and client record updates in advisor-focused CRM.
Instantly get answers to any client-related question get historical insights, and personalize your client communication with Zocks’ AI Assistant.
Get organized key details, agendas, action items and client email drafts before meetings.
Automatically collect data and sync client profiles across your CRM, planning system, notes, emails and calendar.
Scale your practice with advanced team controls, customization, standardization, and insights.
Empower assistants, paraplanners, and office staff to manage and set up workflows for your entire office.
Share meeting notes, delegate tasks, manage multiple inboxes, and more with unrivalled access, customization, standardization, and control across teams of all sizes.
Improve client experience and close more prospects with Zocks’ actionable insights on platform usage, workflow metrics, and analytics.
Tailor Zocks to your needs with fully configurable templates, fine-grained access controls, and custom configurations.
Get fine-grained control over access, policies, billing, and security with firm-wide customization and oversight.
Cut hours of admin daily with Zocks'workflow automation and 2-way data flows across your full wealth stack.
Capture and sync notes effortlessly, no matter if you meet your client in person, virtually, or want to upload meeting recordings.
Capturing meeting notes from personal mobile, landline, shared landline, or any VoIP, or UCaaS solution with Zocks’ Universal Phone architecture.
Eliminate manual admin and increase compliance with Zocks fully configurable, advanced CRM integrations.
Give prospects a financial plan faster than ever with Zocks automatically updating Facts and pulling eMoney data for client emails, meetings, and more.
Get client data faster as Zocks with turning your client conversations into structured data and automatically updating PreciseFP.
Reply to your clients in seconds with Zocks drafting emails using real-time and historical client data from your wealth stack.
Save 15 minutes before every meeting and focus on your client with Zocks automatically syncing and joining your meetings.
Increase compliance without impeding productivity and protect client privacy and data.
Keep all client conversations confidential without recording, and make sure you own and control your data.
Maintain full compliance and accurate documentation without impeding productivity.
Onboard and your team and get suppport tailored to your needs.
Save 10+ hours a week by automating meeting notes, intake forms, client emails & more.
Captures notes from in-person, virtual, and phone meetings with unmatched accuracy, formatting precision, and configurability - without recording.
Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.
Automatically fill out fact finders, account opening forms, update your financial planning tool & more.
Get insights and metrics beyond your wealth stack with Zocks’ intelligent client profiles by capturing, syncing, and enriching data across connected systems.
Automate tasks, workflow management and client record updates in advisor-focused CRM.
Instantly get answers to any client-related question get historical insights, and personalize your client communication with Zocks’ AI Assistant.
Get organized key details, agendas, action items and client email drafts before meetings.
Automatically collect data and sync client profiles across your CRM, planning system, notes, emails and calendar.
Scale your practice with advanced team controls, customization, standardization, and insights.
Empower assistants, paraplanners, and office staff to manage and set up workflows for your entire office.
$250/year
$60/year
Share meeting notes, delegate tasks, manage multiple inboxes, and more with unrivalled access, customization, standardization, and control across teams of all sizes.
Improve client experience and close more prospects with Zocks’ actionable insights on platform usage, workflow metrics, and analytics.
Tailor Zocks to your needs with fully configurable templates, fine-grained access controls, and custom configurations.
Get fine-grained control over access, policies, billing, and security with firm-wide customization and oversight.
Cut hours of admin daily with Zocks'workflow automation and 2-way data flows across your full wealth stack.
Capture and sync notes effortlessly, no matter if you meet your client in person, virtually, or want to upload meeting recordings.
Capturing meeting notes from personal mobile, landline, shared landline, or any VoIP, or UCaaS solution with Zocks’ Universal Phone architecture.
Eliminate manual admin and increase compliance with Zocks fully configurable, advanced CRM integrations.
Give prospects a financial plan faster than ever with Zocks automatically updating Facts and pulling eMoney data for client emails, meetings, and more.
Get client data faster as Zocks with turning your client conversations into structured data and automatically updating PreciseFP.
Reply to your clients in seconds with Zocks drafting emails using real-time and historical client data from your wealth stack.
Save 15 minutes before every meeting and focus on your client with Zocks automatically syncing and joining your meetings.
Increase compliance without impeding productivity and protect client privacy and data.
Keep all client conversations confidential without recording, and make sure you own and control your data.
Maintain full compliance and accurate documentation without impeding productivity.
Onboard and your team and get suppport tailored to your needs.
Trusted by thousands of advisors & firms of every size































Everything you need to know
Find answers to the most common questions about our services, features, and pricing—all in one place.
Zocks’ platform and APIs seamlessly integrate with your full tech stack. Zocks currently supports Zoom, Microsoft Teams, and Google Meet for virtual meeting solutions, advisor-focused CRM solutions Salesforce and several Salesforce Overlays, HubSpot, Redtail, and Wealthbox CRM Solutions, and personal mobile numbers, landlines, office phones with shared call-out numbers, VOIP, and UCaaS solutions like RingCentral and Zoom Phone for calling solutions.
Check out all our integrations - with a lot more to come!
Yes, Zocks analyzes in-person conversations with precision through both the desktop platform and our mobile app, ensuring no detail is missed. Our mobile app for both iOS and Android has been designed specifically for this use case.
Zocks' proprietary custom AI stack is also uniquely efficient in accurately identifying speakers and assigning note sections to the right contacts and colleagues from both in-person, virtual, and phone meetings, even from a shared audio source.
Zocks prioritizes privacy and security, holding a SOC 2 Type 2 Certification. We offer data residency control and have undergone successful audits by market-leading dealers. With built-in safeguards and fine-grained access control for firms of all sizes, you maintain full ownership over your data.
Find out more on our Privacy and Security page.
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. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.


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