Tailored to your to your workflows and team setup
Zocks adapts to your needs—whether you’re delegating tasks, working with multiple advisors, or managing multi-role teams.
Zocks closes Series A round with a total of $19.5M to empower advisory firms
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Complimentary Seats at Zocks
Pre-configured workflows and precise role customization mean minimal setup and maximum efficiency.
Zocks unites your team in perfect harmony...
The Retirement Planning Group integrates Zocks seamlessly, achieving better collaboration and results.
"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."
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Get started with a 30 day free trial. 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.