Turn client documents into financial plans in seconds
Upload any client document. Zocks AI extracts the key details and syncs to your CRM and eMoney — saving hours of manual review so you can onboard clients faster.
Trusted by thousands of advisors & firms
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Onboard clients faster. Deliver advice sooner.
Deliver financial plans to new clients before they lose momentum. Document Intelligence eliminates manual data entry delays between 'great conversation' and 'great advice'.
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Upload any document. Get summarized client data instantly.
Brokerage statements, estate plans, intake forms, risk profiles — in any format. PDFs, 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.
Sync client and financial details to your CRM and financial planning tools
Zocks extracts income, assets, beneficiaries, account numbers, risk scores, and more - then syncs directly your CRM and financial planning tools like eMoney or RightCapital. Review what Zocks captured, edit if needed, then push to your systems with one-click.
Automatically apply firm-approved document templates
Create custom document types and summary templates to standardize your team’s work. Just like Zocks' meeting and email templates, you control exactly what gets extracted and how it's formatted — ensuring consistency and compliance.
Ask anything about any document
Need a specific account balance buried on page 17 of a brokerage statement? Just ask. The AI Assistant answers questions about any processed document instantly — no more manually searching through files.
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Get started for free in less than 10 minutes
