Pull client data from any document in under 60 seconds
Upload a statement, tax return, or intake form. Zocks Documents reads it, pulls out key client details, and syncs them to your CRM and planning tools with one click.
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Build financial plans, onboard clients & provide advice faster than ever
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Upload any document. Get summarized client data in under a minute.
Brokerage statements, estate plans, intake forms, risk profiles, in any format: PDFs, Word documents, scans, even photos. Zocks reads the document, identifies the type, and generates a structured summary with extracted client details. Processing completes in under 60 seconds.
Review, edit, and sync client data to your systems with one click
Zocks extracts client and financial details from every document, including income, assets, beneficiaries, and account numbers. Review what Zocks captured, edit if needed, and push to your CRM and planning tools with one click.
Ask anything about any document
Need a specific transaction buried on page 17 of a brokerage statement? Just ask. Your AI assistant answers questions about any processed document instantly, or across a whole batch of documents at once, so you can compare files and spot discrepancies.
Pull client documents straight from your connected systems
Document Intelligence connects to Box, SharePoint, OneDrive, Google Drive, and Egnyte. Link each client’s folder to their Zocks contact once, then pull documents in for processing without downloading them first.
Here’s why we’re rated #1
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FAQs
Tax returns, account statements, estate plans, risk profiles, intake forms, advisory agreements, and more. Zocks supports PDFs, Word documents, spreadsheets, scans, and photos.
Under 60 seconds. Zocks reads the document, identifies the type, and generates a structured summary with extracted client details automatically.
Zocks syncs extracted data directly to your CRM and planning tools, including eMoney, RightCapital, Holistiplan, PreciseFP, and 40+ connected systems. Review what Zocks captured, edit if needed, and push with one click.
Yes. Set up a template for each type of document your firm uses, and choose exactly what Zocks pulls out and how the summary looks. Every advisor gets the same firm-approved format. Zocks can also fill in your firm’s PDF forms automatically using your client data.
Upload directly in Zocks, or process email attachments from your connected Outlook or Gmail inbox without leaving Zocks. If you use Box, SharePoint, OneDrive, Google Drive, or Egnyte, you can pull in client documents without downloading them first. On the go, snap a photo of a paper document in the Zocks mobile app and send it straight to Document Intelligence.
Get started for free in less than 10 minutes
