Pricing
Client relationships
are priceless
Or from $67/month with Zocks. Automate meeting notes, intake forms, client emails, update financial plans & more.
The AI Assistant trusted by thousands of advisors & firms of every size
Get started with AI
note-taking in 10 minutes
Advanced
Best-in-class note-taking
Capture notes without recordings and free up time to focus on clients
Best for solo advisors for capturing best-in-class notes and automating client servicing workflows.
Save 2 months price
$80
monthly/users
Core features:
Meeting preparation
AI Note-taking
CRM integration
eMoney integration
Smart task delegation
Pre-meeting and follow-up emails
Professional
Keep your team productive and scale your practice
Best for advisors and teams with advanced note-taking and collaborative needs.
Save 2 months price
$130
monthly/users
Everything in Advanced and more:
Team collaboration and sharing
Fine grained access control for teams
Dedicated Admin Assistant seats
Premium support
Advanced
Best-in-class note-taking
Capture notes without recordings and free up time to focus on clients
Best for solo advisors for capturing best-in-class notes and automating client servicing workflows.
Save 2 months price
$800
yearly/users
Core features:
Meeting preparation
AI note-taking
CRM integration
eMoney integration
Smart task delegation
Pre-meeting and follow-up emails
Professional
Keep your team productive and scale your practice
Best for advisors and teams with advanced note-taking and collaborative needs.
Save 2 months price
$1300
yearly/users
Everything in Advanced and more:
Team collaboration and sharing
Fine -grained access control for teams
Dedicated Admin Assistant seats
Premium support
Enterprise
Full platform experience
Manage complex teams with advanced organizational controls and enterprise-level customization. Best for firms with custom needs for features, integrations, reporting, or analytics requirements.
Full platform experience
Everything in Professional and more:
Enterprise-level insights
Fine -grained hierarchy management
Custom CRM configuration
Options for Tier 1 Support or Tier 1 Support enablement, including automated user provisioning and permissioning
Centralized configuration and compliance setting management
Enterprise-grade privacy, data security, and controls
Compare Plans
Find the plan that fits your practice best.
Group Category
Volume
Learn more about note-taking and meeting preparation
Number of meetings
For capturing all relevant information and turning it into structured data from virtual, in-person, and phone meetings.
50/month
100/month
Additional price per meeting beyond
included meetings
included meetings
Meeting processing beyond the number of meetings included in your Zocks plan.
$0.99
$0.99
Number of presets per meeting template
Zocks' fully configurable meeting types help you optimize how you prepare, run, and process meetings, delivering results that match your workflow and communication style.
10
15
Number of forms per meeting type
Form Fill customized and assigned to Meeting Type allows automatic custom data collection data from all meetings of a type.
3
3
Assistant seat
See Admin Assistant features further down this page.
$25/month
$250/year
$250/year
Meeting features
AI note-taking from virtual, in-person and phone meetings
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Multi-Party Speaker Identification and Advanced participant allocation
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Custom Event Filters for meeting auto-join and sync
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Meeting Type-based workflows
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User Level Intelligence customization
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Customizable Note Output Templates
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Built-in meeting intelligence presets
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Meeting preparation based on meeting history, CRM, contacts
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Form filling
Create Custom Forms
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Forms assignable to Meeting Types
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Forms auto-filled from meetings, CRM, and email
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Export forms to CRM
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AI Assistant
Meeting Title suggestions
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Meeting Type suggestions
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Ask Anything conversations
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Email hub
Learn more about emails
Auto-generated follow-up draft emails
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Auto-generated pre-meeting draft emails
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AI-based Email Type categorization
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Automatic draft email reply generation for contacts
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Email Type-based email automation
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Email Type-based email templates
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This is exclusively available on our Enterprise plan.
Contact us to learn more
Contact us to learn more
Analytics hub
Learn more about insights
Practice Metrics
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Advisor Metrics
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Client Metrics
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This is exclusively available on our Enterprise plan.
Contact us to learn more
Contact us to learn more
Client profiles
Learn more about client profiles
Automatically building up and updating Profiles from meetings, emails and integrations
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Custom Client Profiles
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Historical intelligence
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Sync to CRM
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Behavioral trend and pattern insights
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This is exclusively available on our Enterprise plan.
Contact us to learn more
Contact us to learn more
PDF export
Platform wide PDF export (for printing)
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Group Category
Team management features
Learn more about team collaboration
Single Sign-On (SSO)
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Multi-Factor Authentication (MFA) - account and firm policies
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Share contacts within team
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Share meetings within team
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Team-based commenting
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SAML (Security Assertion Markup Language)
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Team Management
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User Roles
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User Level Intelligence customization
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Account-wide workflows and policies
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Fine grained access control for sharing
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API access
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Team analytics dashboard
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Custom user roles
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Custom team analytics dashboard
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This is exclusively available on our Enterprise plan.
Contact us to learn more
Contact us to learn more
Admin Assistant Features
Learn more about team collaboration
Dedicated Admin Assistant Role
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Number of meetings for Admin Assistants
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5/month
60/year
60/year
Admin Assistant can manage
resources and set up workflows for team
resources and set up workflows for team
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Advanced Filtering for multiple Advisors and Teams
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Ability to set up defaults for multiple Advisors' work
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Coaching Module
Sentiment analytics
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Conversation topic-based sentiment timeline
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Meeting topic analytics dashboard
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Behavioral patterns and trends
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This is exclusively available on our Enterprise plan.
Contact us to learn moreFirm-level Customization
Learn more about customization
Enterprise dashboard
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Firm-level metrics
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Firm-level billing Policies
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Firm-specific onboarding experience
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Firm-level security policies
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This is exclusively available on our Enterprise plan.
Contact us to learn more
Contact us to learn more
Group Category
Meeting integrations
Learn more about meeting integrations
Zoom
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Microsoft Teams
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Google Meet
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In-Person meetings
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Upload meeting recordings
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Phone calls
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CRM integration
Two-way contact sync
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Two-way field-level CRM updates
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Smart task delegation
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Initiate workflows
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CRM note sync
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Custom object mappings
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eMoney integration
Learn more about eMoney integration
Automatically fill out the Fact Finder, update a client’s financial plan, reply to client emails & more.
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PreciseFP integration
Learn more about PreciseFP integration
Automatically fill out the Fact Finder, update a client’s financial plan, reply to client emails & more.
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Phone integration
Universal Phone architecture for capturing meeting notes from personal mobile, a landline, a shared landline, or any VoIP, or UCaaS solution.
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Group Category
Data privacy, security, and protection
Learn more about privacy and security
Meeting processing without recording
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Multi-Factor Authentication (MFA) - account and firm policies
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Data stored in United States
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User- or firm-defined data retention policies
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Single Sign-On (SSO) and Security Assertion Markup Language (SAML)
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Email-based archiving
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Transcript and Meeting Result archiving
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Data storage in custom security context
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Compliance Engine
Learn more about compliance
Citation and References
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Explainer Feature
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Client Consent Notices & Tracking
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Custom compliance messagesvoice and display image
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Personally Identifiable Information (PII) Redaction
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Transcript and Meeting Result archiving
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Support
Standard
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Explainer Feature
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Everything you need to know
Find answers to the most common questions about our services, features, and pricing—all in one place.
How do I set up Zocks? Does it require any technical skills?
Getting started with Zocks is incredibly simple and intuitive, requiring no specific technical skills.
Can I access Zocks on mobile devices?
Yes, Zocks is accessible via our mobile app for both iOS and Android devices.
What integrations does Zocks support?
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!
What languages does Zocks support?
Zocks currently supports English. French and Spanish language support are in development and will be available soon.
Can I connect Zocks to compliance archiving services?
Yes, Zocks supports email-based archiving, but this feature is only available for users of specific subscription tiers.
Can I use Zocks during phone calls?
Yes, Zocks can capture notes from any phone call - whether you are using a personal mobile, a landline, a shared landline, or any VoIP, or UCaaS solution.
Can I use Zocks for my in-person meetings?
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.
Is there a limit to the meeting duration?
Zocks does not impose limits on meeting duration. Whether it’s a 20-minute or 2-hour meeting, it counts as one meeting.
How secure is Zocks?
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.
Do I need a credit card to get started?
Yes, a credit card is required to start a free trial with Zocks.
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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