Spend more time with clients, and less time on admin

Starter
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
Get started for free
Professional
Best-in-class note-taking
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:
Advanced note-taking
Team collaboration and sharing
Fine-grained access control for teams
Dedicated Admin Assistant seats
Coaching, analytics, and insights
Premium support
Get started for free
Starter
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
Get started for free
Professional
Best-in-class note-taking
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:
Advanced note-taking
Team collaboration and sharing
Fine-grained access control for teams
Dedicated Admin Assistant seats
Coaching, analytics, and insights
Premium support
Get started for free
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.
Contact us
Full platform experience
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.

Starter

$80/mo

Professional

$130/mo

Starter

$800/year

Professional

$1300/year
Document Icon
Meeting note-taking
Capture 100% recording-free notes with unmatched accuracy

Captures notes from in-person, virtual, and phone meetings with unmatched accuracy, formatting precision, gf hand configurability - without recording.

AI note-taking from virtual, in-person and phone meetings
Multi-Party Speaker Identification and Advanced participant allocation
Meeting Type-based workflows
User  Level Intelligence customization
Customizable Note Output Templates
Gear Icon
eMoney integration
Give prospects financial plans 80% faster

Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.

Automatically fill out Facts in eMoney
Two-way contact sync
Two-way field-level client profile update
Draft email replies using eMoney client data
Meeting preparation using eMoney client data
AI Assistant - Ask Anything using eMoney client data
Gear Icon
PreciseFP integration

Automatically fill out fact finders, account opening forms, update your financial planning tool & more.

Fill out fact-finding and account-opening forms in PreciseFP
Two-way contact sync
Two-way field-level client profile update
Draft email replies using PreciseFP client data
Meeting preparation using PreciseFP client data
AI Assistant - Ask Anything using PreciseFP client data
Orion Planning
Forms Icon
Form filling
Fill forms and kick off workflows with a click

Auto-fill custom forms, eMoney and PreciseFP fact finders and account opening forms, pulling up-to-date client data from your CRM, planning system, and emails.

Create Custom Forms
Forms assignable to Meeting Types
Forms auto-filled from meetings, CRM, and email
Export forms to CRM
Automatically fill out the Fact Finder in eMoney
Fill out fact-finding and account-opening forms in PreciseFP
Email Icon
Email hub
Reply to client emails intantly

Zocks drafts accurate emails in your tone and style, using client history from your CRM, inbox, planning system, and past meetings.

Auto-generated follow-up draft emails
Auto-generated pre-meeting draft emails
AI-based Email Type categorization
Automatic draft email reply generation for contacts
Email Type-based email automation
Email Type-based email Templates
Analytics Hub Icon
Analytics hub

Get insights and metrics beyond your wealth stack with Zocks’ intelligent client profiles by capturing, syncing, and enriching data across connected systems.

Practice Metrics
Advisor Metrics
Client Metrics
Export to CSV and Excel
CRM Integration Icon
CRM Integration
Save hours of admin daily with CRM auto-sync

Automate tasks, workflow management and client record updates in advisor-focused CRM.

Auto-sync meeting notes to CRM
Two-way contact sync
Two-way field-level CRM updates
Custom object mappings
Smart task delegation
Initiate workflows
Ai Assistant Icon
AI Assistant
Get answers to any client-related question in seconds

Instantly get answers to any client-related question get historical insights, and personalize your client communication with Zocks’ AI Assistant.

Meeting Title suggestions
Meeting Type suggestions
Ask Anything conversations
Citation and references with historical insights
Personalize client communication
Meeting Preparation Icon
Meeting preparation

Get organized key details, agendas, action items and client email drafts before meetings.

Meeting preparation based on meeting history, CRM, planning system, contact
Pre-meeting draft email
Custom Event Filters for meeting auto-join and sync
Built-in meeting intelligence presets
Client Profile Icon
Client Profiles

Automatically collect data and sync client profiles across your CRM, planning system, notes, emails and calendar.

Automatically building up and updating Profiles from meetings, emails and integrations
Custom Client Profiles
Historical intelligence
Sync to CRM
Behavioral trend and pattern insights
PDF Export Icon
PDF export
Platform wide PDF export (for printing)
Volume Icon
Volume
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
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
Admin Icon
Admin assistant features

Empower assistants, paraplanners, and office staff to manage and set up workflows for your entire office.

Dedicated Admin Assistant Role/Seat
$25/month
$250/year
Number of meetings for Admin Assistants
$5/month
$60/year
Admin Assistant can manageresources and set up workflows for team
Advanced Filtering forMultiple Advisors and Teams
Ability to set up defaults forMultiple Advisors' work
Users Icon
Team management
Keep your team in sync

Share meeting notes, delegate tasks, manage multiple inboxes, and more with unrivalled access, customization, standardization, and control across teams of all sizes.

Multi-Factor Authentication (MFA) - account and firm policies
Single Sign-On (SSO)
Share meetings within team
Share contacts within team
Team-based commenting
SAML (Security Assertion Markup Language)
Team Management
User Roles
User Level Intelligence customization
Account-wide workflows and policies
Fine grained access control for sharing
API access
Custom user roles
Custom team analytics dashboard
Advisor Icon
Advisor Coaching Module
Improve client experience and close more prospects

Improve client experience and close more prospects with Zocks’ actionable insights on platform usage, workflow metrics, and analytics.

Sentiment analytics
Conversation topic-based sentiment timeline
Meeting topic analytics dashboard
Meeting Scorecard
Behavioral patterns and trends
Building Icon
Firm-level Customization
Tailor Zocks to your practice

Get fine-grained control over access, policies, billing, and security with firm-wide customization and oversight.

Enterprise dashboard
Firm-level metrics
Firm-level billing Policies
Firm-specific onboarding experience
Firm-level security policies
Video Player Icon
Meeting integrations

Capture and sync notes effortlessly, no matter if you meet your client in person, virtually, or want to upload meeting recordings.

Zoom
Microsoft Teams
Google Meet
In-Person meetings
Upload meeting recordings
Phone Icon
Phone integration

Capturing meeting notes from personal mobile, landline, shared landline, or any VoIP, or UCaaS solution with Zocks’ Universal Phone architecture.

Mobile
Landline
Shared landline
VoIP, or UCaaS solutions
CRM Integration Icon
CRM integration

Eliminate manual admin and increase compliance with Zocks fully configurable, advanced CRM integrations.

HubSpot
Microsoft Dynamics 365
Practifi
Redtail
Salesforce
SmartOffice
Wealthbox
XLR8
AdvisorEngine
LeadCenter.ai
Dollar Icon
Financial planning sytem integration

Give prospects a financial plan faster than ever with Zocks automatically updating Facts and pulling eMoney data for client emails, meetings, and more.

eMoney
Forms Icon
Forms and Client Onboarding integration

Get client data faster as Zocks with turning your client conversations into structured data and automatically updating PreciseFP.

PreciseFP
Email Icon
Email integration

Reply to your clients in seconds with Zocks drafting emails using real-time and historical client data from your wealth stack.

Microsoft Outlook
Gmail
Calendar Icon
Calendar integration

Save 15 minutes before every meeting and focus on your client with Zocks automatically syncing and joining your meetings.

Outlook Calendar
Google Calendar
CRM-based calendar
Shield Icon
Data privacy, security, and protection

Keep all client conversations confidential without recording, and make sure you own and control your data.

Meeting processing without recording
Multi-Factor Authentication (MFA) - account and firm policies
Data stored in United States
User- or firm-defined data retention policies
Single Sign-On (SSO) and Security Assertion Markup Language (SAML)
Email-based archiving
Transcript and Meeting Result archiving
Data storage in custom security context
Document Icon
Compliance Engine

Maintain full compliance and accurate documentation without impeding productivity.

Citation and References
Explainer Feature
Client Consent Notices & Tracking
Custom compliance messages voice and display image
Personally Identifiable Information (PII) Redaction
Transcript and Meeting Result archiving
Document Icon
Zocks Support

Get help and answers from the Zocks Team.

Standard
Premium
Meeting Preparation Icon
Meeting note-taking
Capture 100% recording-free notes with unmatched accuracy

Captures notes from in-person, virtual, and phone meetings with unmatched accuracy, formatting precision, and configurability - without recording.

AI note-taking from virtual, in-person and phone meetings
Multi-Party Speaker Identification and Advanced participant allocation
Meeting Type-based workflows
User Level Intelligence customization
Customizable Note Output Templates
Gear Icon
eMoney integration
Give prospects financial plans 80% faster

Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.

Automatically fill out Facts in eMoney
Two-way contact sync
Two-way field-level client profile update
Draft email replies using eMoney client data
Meeting preparation using eMoney client data
AI Assistant - Ask Anything using eMoney client data
Gear Icon
PreciseFP integration
NEW

Automatically fill out fact finders, account opening forms, update your financial planning tool & more.

Fill out fact-finding and account-opening forms in PreciseFP
Two-way contact sync
Two-way field-level client profile update
Draft email replies using PreciseFP client data
Meeting preparation using PreciseFP client data
AI Assistant - Ask Anything using PreciseFP client data
Orion Planning
Forms Icon
Form filling
Fill forms and kick off workflows with a click

Auto-fill custom forms, eMoney and PreciseFP fact finders and account opening forms, pulling up-to-date client data from your CRM, planning system, and emails.

Create Custom Forms
Forms assignable to Meeting Types
Forms auto-filled from meetings, CRM, and email
Export forms to CRM
Automatically fill out the Fact Finder in eMoney
Fill out fact-finding and account-opening forms in PreciseFP
Email Icon
Email hub
Reply to client emails intantly

Auto-fill custom forms, eMoney and PreciseFP fact finders and account opening forms, pulling up-to-date client data from your CRM, planning system, and emails.

Auto-generated follow-up draft emails
Auto-generated pre-meeting draft emails
AI-based Email Type categorization
Automatic draft email reply generation for contacts
Email Type-based email automation
Email Type-based email Templates
Analytics Hub Icon
Analytics hub

Get insights and metrics beyond your wealth stack with Zocks’ intelligent client profiles by capturing, syncing, and enriching data across connected systems.

Practice Metrics
Advisor Metrics
Client Metrics
Export to CSV and Excel
CRM Integration Icon
CRM Integration
Save hours of admin daily with CRM auto-sync

Automate tasks, workflow management and client record updates in advisor-focused CRM.

Auto-sync meeting notes to CRM
Two-way contact sync
Two-way field-level CRM updates
Custom object mappings
Smart task delegation
Initiate workflows
Ai Assistant Icon
AI Assistant
Get answers to any client-related question in seconds

Instantly get answers to any client-related question get historical insights, and personalize your client communication with Zocks’ AI Assistant.

Meeting Title suggestions
Meeting Type suggestions
Ask Anything conversations
Citation and references with historical insights
Personalize client communication
Meeting Preparation Icon
Meeting preparation

Get organized key details, agendas, action items and client email drafts before meetings.

Meeting preparation based on meeting history, CRM, planning system, contact
Pre-meeting draft email
Custom Event Filters for meeting auto-join and sync
Built-in meeting intelligence presets
Client Profile Icon
Client profiles

Automatically collect data and sync client profiles across your CRM, planning system, notes, emails and calendar.

Automatically building up and updating Profiles from meetings, emails and integrations
Custom Client Profiles
Historical intelligence
Sync to CRM
Behavioral trend and pattern insights
PDF Export Icon
PDF export
Platform wide PDF export (for printing)
Volume Icon
Volume
Number of meetings
For capturing all relevant information and turning it into structured data from virtual, in-person, and phone meetings.
50/month
Additional price per meeting beyond included meetings
Meeting processing beyond the number of meetings included in your Zocks plan.
$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
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
Admin Icon
Admin assistant features

Empower assistants, paraplanners, and office staff to manage and set up workflows for your entire office.

Dedicated Admin Assistant Role/Seat
Number of meetings for Admin Assistants
Admin Assistant can manage resources and set up workflows for team
Advanced Filtering for Multiple Advisors and Teams
Ability to set up defaults for Multiple Advisors' work
People Icon
Team management
Keep your team in sync

Share meeting notes, delegate tasks, manage multiple inboxes, and more with unrivalled access, customization, standardization, and control across teams of all sizes.

Multi-Factor Authentication (MFA) - account and firm policies
Single Sign-On (SSO)
Share meetings within team
Share contacts within team
Team-based commenting
SAML (Security Assertion Markup Language)
Team Management
User Roles
User Level Intelligence customization
Account-wide workflows and policies
Fine grained access control for sharing
API access
Custom user roles
Custom team analytics dashboard
Advisor Icon
Advisor Coaching Module
Improve client experience and close more prospects

Improve client experience and close more prospects with Zocks’ actionable insights on platform usage, workflow metrics, and analytics.

Sentiment analytics
Conversation topic-based sentiment timeline
Meeting topic analytics dashboard
Meeting Scorecard
Behavioral patterns and trends
Building Icon
Firm-level Customization
Tailor Zocks to your practice

Get fine-grained control over access, policies, billing, and security with firm-wide customization and oversight.

Enterprise dashboard
Firm-level metrics
Firm-level billing Policies
Firm-specific onboarding experience
Firm-level security policies
Video Player Icon
Meeting integrations
NEW:NATIVE EXPERIENCES

Capture and sync notes effortlessly, no matter if you meet your client in person, virtually, or want to upload meeting recordings.

Zoom
Microsoft Teams
Google Meet
In-Person meetings
Upload meeting recordings
Phone Icon
Phone integration

Capturing meeting notes from personal mobile, landline, shared landline, or any VoIP, or UCaaS solution with Zocks’ Universal Phone architecture.

Mobile
Landline
Shared landline
VoIP, or UCaaS solutions
CRM Integration Icon
CRM integration

Eliminate manual admin and increase compliance with Zocks fully configurable, advanced CRM integrations.

HubSpot
Microsoft Dynamics 365
Practifi
Redtail
Salesforce
SmartOffice
Wealthbox
XLR8
AdvisorEngine
LeadCenter.ai
Dollar Icon
Financial planning sytem integration

Give prospects a financial plan faster than ever with Zocks automatically updating Facts and pulling eMoney data for client emails, meetings, and more.

eMoney
Forms Icon
Forms and Client Onboarding integration

Get client data faster as Zocks with turning your client conversations into structured data and automatically updating PreciseFP.

PreciseFP
Email Icon
Email integration

Reply to your clients in seconds with Zocks drafting emails using real-time and historical client data from your wealth stack.

Microsoft Outlook
Gmail
Calendar Icon
Calendar integration

Save 15 minutes before every meeting and focus on your client with Zocks automatically syncing and joining your meetings.

Outlook Calendar
Google Calendar
CRM-based calendar
Shield Icon
Data privacy, security, and protection

Keep all client conversations confidential without recording, and make sure you own and control your data.

Meeting processing without recording
Multi-Factor Authentication (MFA) - account and firm policies
Data stored in United States
User- or firm-defined data retention policies
Single Sign-On (SSO) and Security Assertion Markup Language (SAML)
Email-based archiving
Transcript and Meeting Result archiving
Data storage in custom security context
Video Player Icon
Compliance Engine

Maintain full compliance and accurate documentation without impeding productivity.

Citation and References
Explainer Feature
Client Consent Notices & Tracking
Custom compliance messages voice and display image
Personally Identifiable Information (PII) Redaction
Transcript and Meeting Result archiving
Document Icon
Zocks Help Center

Get help and answers from the Zocks Team.

Standard
Premium
Meeting Preparation Icon
Meeting note-taking
Capture 100% recording-free notes with unmatched accuracy

Captures notes from in-person, virtual, and phone meetings with unmatched accuracy, formatting precision, and configurability - without recording.

AI note-taking from virtual, in-person and phone meetings
Multi-Party Speaker Identification and Advanced participant allocation
Meeting Type-based workflows
User Level Intelligence customization
Customizable Note Output Templates
Gear Icon
eMoney integration
Give prospects financial plans 80% faster

Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.

Automatically fill out Facts in eMoney
Two-way contact sync
Two-way field-level client profile update
Draft email replies using eMoney client data
Meeting preparation using eMoney client data
AI Assistant - Ask Anything using eMoney client data
Gear Icon
PreciseFP integration

Automatically fill out fact finders, account opening forms, update your financial planning tool & more.

Fill out fact-finding and account-opening forms in PreciseFP
Two-way contact sync
Two-way field-level client profile update
Draft email replies using PreciseFP client data
Meeting preparation using PreciseFP client data
AI Assistant - Ask Anything using PreciseFP client data
Orion Planning
Forms Icon
Form filling
Fill forms and kick off workflows with a click

Auto-fill custom forms, eMoney and PreciseFP fact finders and account opening forms, pulling up-to-date client data from your CRM, planning system, and emails.

Create Custom Forms
Forms assignable to Meeting Types
Forms auto-filled from meetings, CRM, and email
Export forms to CRM
Automatically fill out the Fact Finder in eMoney
Fill out fact-finding and account-opening forms in PreciseFP
Email Icon
Email hub
Reply to client emails intantly

Auto-fill custom forms, eMoney and PreciseFP fact finders and account opening forms, pulling up-to-date client data from your CRM, planning system, and emails.

Auto-generated follow-up draft emails
Auto-generated pre-meeting draft emails
AI-based Email Type categorization
Automatic draft email reply generation for contacts
Email Type-based email automation
Email Type-based email Templates
Analytics Hub Icon
Analytics hub

Get insights and metrics beyond your wealth stack with Zocks’ intelligent client profiles by capturing, syncing, and enriching data across connected systems.

Practice Metrics
Advisor Metrics
Client Metrics
Export to CSV and Excel
CRM Integration Icon
CRM Integration
Save hours of admin daily with CRM auto-sync

Automate tasks, workflow management and client record updates in advisor-focused CRM.

Auto-sync meeting notes to CRM
Two-way contact sync
Two-way field-level CRM updates
Custom object mappings
Smart task delegation
Initiate workflows
Ai Assistant Icon
AI Assistant
Get answers to any client-related question in seconds

Instantly get answers to any client-related question get historical insights, and personalize your client communication with Zocks’ AI Assistant.

Meeting Title suggestions
Meeting Type suggestions
Ask Anything conversations
Citation and references with historical insights
Personalize client communication
Meeting Preparation Icon
Meeting preparation

Get organized key details, agendas, action items and client email drafts before meetings.

Meeting preparation based on meeting history, CRM, planning system, contact
Pre-meeting draft email
Custom Event Filters for meeting auto-join and sync
Built-in meeting intelligence presets
Client Profile Icon
Client profiles

Automatically collect data and sync client profiles across your CRM, planning system, notes, emails and calendar.

Automatically building up and updating Profiles from meetings, emails and integrations
Custom Client Profiles
Historical intelligence
Sync to CRM
Behavioral trend and pattern insights
PDF Export Icon
PDF export
Platform wide PDF export (for printing)
Volume Icon
Volume
Number of meetings
For capturing all relevant information and turning it into structured data from virtual, in-person, and phone meetings.
100/month
Additional price per meeting beyond included meetings
Meeting processing beyond the number of meetings included in your Zocks plan.
$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.
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
Admin Icon
Admin assistant features

Empower assistants, paraplanners, and office staff to manage and set up workflows for your entire office.

Dedicated Admin Assistant Role/Seat
$25/month
$250/year
Number of meetings for Admin Assistants
$5/month
$60/year
Admin Assistant can manage resources and set up workflows for team
Advanced Filtering for Multiple Advisors and Teams
Ability to set up defaults for Multiple Advisors' work
People Icon
Team management
Keep your team in sync

Share meeting notes, delegate tasks, manage multiple inboxes, and more with unrivalled access, customization, standardization, and control across teams of all sizes.

Multi-Factor Authentication (MFA) - account and firm policies
Single Sign-On (SSO)
Share meetings within team
Share contacts within team
Team-based commenting
SAML (Security Assertion Markup Language)
Team Management
User Roles
User Level Intelligence customization
Account-wide workflows and policies
Fine grained access control for sharing
API access
Custom user roles
Custom team analytics dashboard
Advisor Icon
Advisor Coaching Module
Improve client experience and close more prospects

Improve client experience and close more prospects with Zocks’ actionable insights on platform usage, workflow metrics, and analytics.

Sentiment analytics
Conversation topic-based sentiment timeline
Meeting topic analytics dashboard
Meeting Scorecard
Behavioral patterns and trends
Building Icon
Firm-level Customization
Tailor Zocks to your practice

Get fine-grained control over access, policies, billing, and security with firm-wide customization and oversight.

Enterprise dashboard
Firm-level metrics
Firm-level billing Policies
Firm-specific onboarding experience
Firm-level security policies
Video Player Icon
Meeting integrations

Capture and sync notes effortlessly, no matter if you meet your client in person, virtually, or want to upload meeting recordings.

Zoom
Microsoft Teams
Google Meet
In-Person meetings
Upload meeting recordings
Phone Icon
Phone integration

Capturing meeting notes from personal mobile, landline, shared landline, or any VoIP, or UCaaS solution with Zocks’ Universal Phone architecture.

Mobile
Landline
Shared landline
VoIP, or UCaaS solutions
CRM Integration Icon
CRM integration

Eliminate manual admin and increase compliance with Zocks fully configurable, advanced CRM integrations.

HubSpot
Microsoft Dynamics 365
Practifi
Redtail
Salesforce
SmartOffice
Wealthbox
XLR8
AdvisorEngine
LeadCenter.ai
Dollar Icon
Financial planning sytem integration

Give prospects a financial plan faster than ever with Zocks automatically updating Facts and pulling eMoney data for client emails, meetings, and more.

eMoney
Forms Icon
Forms and Client Onboarding integration

Get client data faster as Zocks with turning your client conversations into structured data and automatically updating PreciseFP.

PreciseFP
Email Icon
Email integration

Reply to your clients in seconds with Zocks drafting emails using real-time and historical client data from your wealth stack.

Microsoft Outlook
Gmail
Calendar Icon
Calendar integration

Save 15 minutes before every meeting and focus on your client with Zocks automatically syncing and joining your meetings.

Outlook Calendar
Google Calendar
CRM-based calendar
Shield Icon
Data privacy, security, and protection

Keep all client conversations confidential without recording, and make sure you own and control your data.

Meeting processing without recording
Multi-Factor Authentication (MFA) - account and firm policies
Data stored in United States
User- or firm-defined data retention policies
Single Sign-On (SSO) and Security Assertion Markup Language (SAML)
Email-based archiving
Transcript and Meeting Result archiving
Data storage in custom security context
Video Player Icon
Compliance Engine

Maintain full compliance and accurate documentation without impeding productivity.

Citation and References
Explainer Feature
Client Consent Notices & Tracking
Custom compliance messages voice and display image
Personally Identifiable Information (PII) Redaction
Transcript and Meeting Result archiving
Document Icon
Zocks Help Center

Get help and answers from the Zocks Team.

Standard
Premium

Trusted by thousands of advisors & firms of every size

Christopher Blotto
Commonwealth

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.

Fred Lowry
BrightPath Wealth Advisors

Our close rate is much 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.

Elizabeth E. Jacques, , MSFP, CFP®, BFA™, CDFA®, ABFP℠
Harvest Wealth Group

“Zocks allows us to deliver a beautifully consistent client experience across our entire advisor team. From meeting prep to follow-up communication, our workflows are standardized while still being tailored to our unique practice. For an office managing over 1,700 households, that level of customization at scale has been a game changer. Many of our advisors are now nearly self-sufficient, which allows our operations team to focus on execution—revolutionizing our efficiency across the board.”

Dani Fava
Chief Strategy Officer, Carson Group

We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive. I've been working with integrating systems for 15 years. Zocks has been, by far, the most moldable platform to integrate.

Bob Veres
Bob Veres' Inside Information

Zocks also integrates with a wider tech stack. It can read custodial data (client holdings and performance), pull from emails, and display sources for every data point. This makes it highly auditable and flexible for firms needing reliable data verification.

Nick Gregory
Wealth Engineering Family of Companies

We are excited to include the AI-powered client intelligence and workflow automation platform offered by Zocks. The Zocks team’s expertise in securely capturing and analyzing client conversations is transforming how financial advisors and professionals better understand client needs, deliver more personalized service, and strengthen relationships.

Garrett German
Harvest Wealth Group

Zocks is a game changer. It’s like having a seasoned advisor in every meeting—capturing the details that make each client uniquely them, without pulling our team away from the human connection. It’s helping us serve clients more deeply, stay focused on what matters, and operate with a level of efficiency that’s hard to overstate.

Jeremy Robson
Ameritas Investment Company and Ameritas Advisory Services

At AIC and AAS, we’re committed to being an innovative, forward-thinking partner for our advisors. Zocks has quickly proven its value by simplifying day-to-day operations and giving advisors more time to focus on client connections and building relationships. The results speak for themselves, and the platform aligns with the high standards we hold across our business.

Frank Napolitano
Sensible Financial

We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. With Zocks, we can do both. The technology efficiently captures the content of our meetings and summarizes our conversations automatically.

Jared Lorts
NorthRock Partners

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Thomas Kopelman
AllStreet Wealth

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

Jay Cranford
Buff Your Finances

"Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance."

Matt Hall
Hill Investment Group

"At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable."

Harsh Govil
Principal at Motive Ventures

“We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.”

Elizabeth E. Jacques, , MSFP, CFP®, BFA™, CDFA®, ABFP℠
Harvest Wealth Group

The onboarding experience was seamless. The platform is intuitive and easy to adapt. Our team was fully onboard and actively using it within a day—excited, engaged, and immediately seeing the value.

Elizabeth E. Jacques, , MSFP, CFP®, BFA™, CDFA®, ABFP℠
Harvest Wealth Group

“I lead a team of six advisors, and we’ve integrated Zocks into our collaborative workflow. It’s become an essential tool not just for meeting preparation and follow-up, but also as a resource for advisor development. It has expanded our team’s capacity and elevated the way we support and grow our talent.”

Neal Watson
Commonwealth Financial Services

Zocks has been one of the best tools that I've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me. and has already done a lot for us in my office.

Charlie Fargo
Partnerships at Wealthbox

“The bi-directional integration between Zocks and Wealthbox is a powerful combination for leveling up client experience, and advisor and team productivity. Advisors are freed up to fully engage in conversations with their clients and not worry about taking notes or missing any key personal and financial details. Zocks enables advisors to capture more information, sync with Wealthbox, and follow up with staff and their clients faster and in more personal ways.”

Jason Odette
Partner and IAT, Vitalstone Financial

With Zocks, I simply review and edit the generated email and send it off to the client. It is saving me significant time. In addition, meeting notes are easily dropped into our CRM. I have been needing something like this for a very long time!

Michael Kelly, CFA, CFP
Partner & Chief Investment Officer Reach Strategic Wealth

When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice. The best part is the Zocks team actively seeks feedback and continuously looks to improve the product for the end user.
Out of all the tools in our tech stack, Zocks is the one that I can’t praise enough.

Michelle Kuehner
Personal Money Planning

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

Kevin Jaegers
The Retirement Planning Group

Zocks allows our advisors to really listen and engage in client conversations versus getting bogged down in meeting notes. This technology allows us to spend more time on things that matter most – helping people create the financial well-being and confidence they need to live their best life.

Jennifer Odom
Chastain Wealth Management

Zocks has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before!

Matt Hall
Hill Investment Group

"At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable."

Harsh Govil
Principal at Motive Ventures

“We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.”

Thomas Kopelman
AllStreet Wealth

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

Jared Lorts
NorthRock Partners

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Nick Gregory
Wealth Engineering Family of Companies

We are excited to include the AI-powered client intelligence and workflow automation platform offered by Zocks. The Zocks team’s expertise in securely capturing and analyzing client conversations is transforming how financial advisors and professionals better understand client needs, deliver more personalized service, and strengthen relationships.

Frank Napolitano
Sensible Financial

We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. With Zocks, we can do both. The technology efficiently captures the content of our meetings and summarizes our conversations automatically.

Dani Fava
Chief Strategy Officer, Carson Group

We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive. I've been working with integrating systems for 15 years. Zocks has been, by far, the most moldable platform to integrate.

Bob Veres
Bob Veres' Inside Information

Zocks also integrates with a wider tech stack. It can read custodial data (client holdings and performance), pull from emails, and display sources for every data point. This makes it highly auditable and flexible for firms needing reliable data verification.

Garrett German
Harvest Wealth Group

Zocks is a game changer. It’s like having a seasoned advisor in every meeting—capturing the details that make each client uniquely them, without pulling our team away from the human connection. It’s helping us serve clients more deeply, stay focused on what matters, and operate with a level of efficiency that’s hard to overstate.

Thomas Kopelman
AllStreet Wealth

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

Michelle Kuehner
Personal Money Planning

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

Jay Cranford
Buff Your Finances

Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.

Jared Lorts
NorthRock Partners

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Everything you need to know

Find answers to the most common questions about our services, features, and pricing—all in one place.

Contact us
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.