Go from client conversation to delivered plan in minutes, not days
Trusted by thousands of advisors & firms of every size
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Close more prospects
Automatically fill out Facts from conversations
Zocks captures information from every client touchpoint—conversations, documents, CRM, and email—then automatically updates 370+ eMoney Facts and fills out the eMoney Fact Finder.
Sync client and financial details from documents
Upload any client document — brokerage statements, estate plans, intake forms, risk profiles — in any format. Zocks extracts income, assets, beneficiaries, account numbers, risk scores, and more to cut hours of manual review.
Instantly update a client's financial plan
Whenever a client mentions a life change in a conversation or email, Zocks captures it and updates their financial plan in eMoney so you don’t have to.
Reply to client emails in seconds
When a client asks you something like, “Have we saved enough for tuition at this college?” Zocks pulls the latest data from their eMoney plan and instantly drafts a detailed reply.
Instantly prep for any type of meeting
Zocks includes the client’s financial information from eMoney in your meeting prep. That means you’re all set for annual reviews — or any meeting where finances come up.
Immediately get answers about a client's finances
Have a question about a client’s finances? Just ask Zocks. No more logging into different systems like eMoney and your CRM to find the answers you need.
Get started for free in less than 10 minutes
