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Press
Latest news and press releases
Stay up-to-date with our latest announcements and strategic partnerships.
Sep 30, 2025
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Holistiplan and Zocks Announce Strategic Partnership to Streamline Advisor Workflows Through AI-Powered Automation
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Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
April 16, 2025
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Partnerships
Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement
April 2, 2025
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Announcements
Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer
March 12, 2025
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Announcements
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Follow-ups
Jayce
1
Create retirement income models based on different timelines and claiming strategies
Assign to Jayce in Salesforce
John
3
Michelle
1
John & Michelle Smith Discovery Call
Dec 28, 2024
9:00AM - 9:54AM
3
Financial Summary
Meeting Overview
- Participants: Clients: John Smith, Michelle Smith; Financial Advisor: Jayce Talis