Focus on what matters most: your clients

Let Zocks handle your admin work
Get 2 months free with annual payments
Essentials
Capture notes without recordings & free up time to focus on clients
$67
per user/month (billed annually)
Book a demo
Key features:
Meeting preparation
AI Note-taking
CRM integration
Financial planning integration
Portfolio management integration
Tax planning integration
Pre-meeting and follow-up emails
Unlimited meetings
Professional
Most popular
Automate meeting & other client workflows across your firm
$117
per user/month (billed annually)
Book a demo
Everything in Essentials and more:
Zocks MCP
Automatically fill out forms
Reporting and analytics
Client profiles
Advisor coaching center
Team collaboration & sharing
Dedicated admin assistant seats
Premium support
1 AI training session
Automatically schedule meetings,
create client reports and more
coming soon
Ultimate
Automate advanced client servicing workflows at scale
$184
per user/month (billed annually)
Book a demo
Everything in Professional and more:
Automatically write replies to client emails
Extract data from any document & sync to systems
Custom workflow automation with Zapier
Identify opportunities in your book
of business
coming soon
3 AI training sessions
Essentials
Capture notes without recordings & free up time to focus on clients
$80
per user/month (billed monthly)
Book a demo
Key features:
Meeting preparation
AI Note-taking
CRM integration
Financial planning integration
Portfolio management integration
Tax planning integration
Pre-meeting and follow-up emails
Unlimited meetings
Professional
Most popular
Automate meeting & other client workflows across your firm
$140
per user/month (billed monthly)
Book a demo
Everything in Essentials and more:
Zocks MCP
Automatically fill out forms
Reporting and analytics
Client profiles
Advisor coaching center
Team collaboration & sharing
Dedicated admin assistant seats
Premium support
1 AI training session
Automatically schedule meetings,
create client reports and more
coming soon
Ultimate
Automate advanced client servicing workflows at scale
$220
per user/month (billed monthly)
Book a demo
Everything in Professional and more:
Automatically write replies to client emails
Extract data from any document & sync to systems
Custom workflow automation with Zapier
Identify opportunities in your book
of business
coming soon
3 AI training sessions
Enterprise Platform
Roll out to thousands of advisors, set custom policies across your organization, integrate with custom systems & get the client data you need to grow AUM.
Trusted by thousands of advisors & firms of every size
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“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.”

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Michael Kelly
Reach Strategic Wealth

Frequently asked questions

Contact us
Can I access Zocks on mobile devices?

Yes, Zocks is accessible via our mobile app for both iOS and Android devices.

What languages does Zocks support?

Zocks supports English, Spanish, Portuguese, French, Hindi, Japanese, German, Italian, Russian, and Dutch.

Can I connect Zocks to compliance archiving services?

Yes, Zocks integrates with leading archives (like Smarsh, Global Relay and Proofpoint) so you can archive and supervise transcripts the same way you handle emails.

Can I use Zocks during phone calls?

Yes, Zocks capture notes from any phone call - whether you are using a personal mobile, landline, shared landline, or any VoIP, or UCaaS solution.

Can I use Zocks for my in-person meetings?

Yes. Zocks works seamlessly for in-person conversations using both our desktop platform and mobile app (iOS and Android). The mobile app is designed specifically for in-person meetings, so you won’t miss a detail.

Our proprietary AI accurately identifies speakers and organizes notes by person—even when multiple people are talking in the same room. This works across in-person, virtual, and phone meetings, giving you clean, structured notes every time.

Is there a limit to the number of meetings I can run with Zocks?

No. Unlike other AI meeting tools and note-takers that cap how many meetings you can have each month, Zocks places no limits.

How secure is Zocks?

Zocks is SOC 2 Type II certified and routinely passes rigorous security reviews from some of the largest financial services institutions. We give firms full control over data residency, ownership, and access, with built-in safeguards and granular permissions to protect sensitive information at every level. For more information, please contact us. We’re happy to review our privacy, security and compliance controls in detail with your team.

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.
14-day free trial