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Unlock new planning opportunities
When you connect Holistiplan’s advanced tax analysis with Zocks, you’ll gain instant access to the tax data and insights you need to turn every client interaction into a planning opportunity.
Trusted by thousands of advisors & firms of every size
Put your client’s tax data to work
Zocks leverages Holistiplan’s comprehensive tax analysis and insights to enrich your pre-meeting prep, enhance your live conversations, automate personalized email responses for your clients, and more.
Zocks is the AI Assistant for financial advisors. The platform saves you 10+ hours a week by automating your meeting notes, intake forms, client emails and more.
Holistiplan provides tax planning software designed for financial advisors. It uses AI and optical character recognition (OCR) to analyze a client's tax return, pulling out key data and identifying tax-saving opportunities in minutes. This allows advisors to quickly create insightful, client-facing reports and provide proactive tax planning advice.
Transform your tax-driven conversations with Zocks + Holistiplan
Smarter meeting prep with Holistiplan
Zocks pulls the most recent and relevant tax analysis, data and insights from Holistiplan and combines them with past meeting notes, emails, and data from your CRM, planning and portfolio tools to instantly prepare you for client meetings. With a comprehensive client overview and financial summary, you’re fully prepared for any topic.
Tax details when & where you need them
While in a live meeting or using ‘Ask Anything’, Zocks can access Holistiplan for details about total, adjusted and taxable income, deductions, tax liability, filing status, marginal tax rates, dividends, capital gains, carryforward losses, supporting schedules and more. You’ll have the details you need to respond with confidence and specifics.
Reply to client emails in seconds
When a client emails you asking about taxes or a tax saving strategy, Zocks uses your past notes, emails, CRM, financial planning, portfolio data and now analysis and insights from Holistiplan, to provide a fast, contextual and detailed reply to the client. The draft will be sitting in your inbox, ready for your review within seconds.
Automatically keep your contact records up to date
Zocks identifies new and changed details, whether from a meeting or an email, and automatically updates the client contact record in Holistiplan.
Zocks seamlessly integrates with your tech stack
Coming Soon
Wealthbox
Keep client records updated effortlessly with seamless note syncing and task automation.
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Coming Soon
Salesforce
Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.
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Coming Soon
Redtail
Capture detailed notes and action items directly into Redtail for streamlined client management.
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Coming Soon
Practifi
Power your advisory workflows with intelligent note-taking and real-time data syncing.
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Coming Soon
XLR8
Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.
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Coming Soon
Zoho
Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.
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Coming Soon
HubSpot
Automate your workflows and client data management with Zocks' Hubspot integration.
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Coming Soon
SmartOffice
Keep your team in sync and stay compliant with auto-synced notes, field-level client data, and intelligent task delegation.
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Coming Soon
Microsoft Dynamics 365
Auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM.
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Coming Soon
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Advisor Engine
Save meeting summaries, assign tasks, and update contacts instantly with Zocks’ AdvisorEngine integration.
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Coming Soon
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LeadCenter.ai
Automate lead follow-ups and ensure client data stays perfectly in sync across your advisory tools.
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Zoom
Capture and access meeting prep, client insights, and task management live from Zoom meetings.
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Coming Soon
Native Experience
Microsoft Teams
Integrated directly with Teams to support efficient collaboration and smart meeting insights—all in one workspace.
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Coming Soon
Native Experience
Google Meet
Easily sync with your calendar and meetings while your AI assistant handles notes and action items in real time.
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Coming Soon
Native Experience
Ring central
Manage video calls and phone meetings with built-in AI support for summaries, transcripts, and follow-ups.
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Coming Soon
Native Experience
Goto Connect
Bring together video and voice with smart assistance—automate scheduling, join calls, and capture key points with ease.
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Coming Soon
Native Experience
Zoom Phone
Enable AI-powered call handling and smart summaries directly through your Zoom Phone conversations—perfect for busy client calls.
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Coming Soon
Native Experience
Teams Phone
Integrate AI assistance into Teams calls to automatically capture insights, action items, and key moments during every conversation.
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Coming Soon
Native Experience
Intulse
Zocks provides full 360-degree coverage for phone meetings and easy configuration for phone group calls.
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Coming Soon
Native Experience
Mobile
Support mobile conversations with AI that joins, records, and summarises calls—keeping your meetings productive anywhere you go.
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Coming Soon
Native Experience
Landline
Bring AI capabilities to your traditional landline, with hands-free call logging, notes, and summary generation built in.
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Coming Soon
Native Experience
Shared Landline
Ideal for team-based or shared setups—AI listens, extracts highlights, and delivers summaries accessible to the entire team.
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Native Experience
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Webex
Connect Zocks with Webex for a more productive and efficient client meeting experience.
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Native Experience
Microsoft Outlook
Automate email replies, access client insights, update client records, and manage tasks directly from Outlook.
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Native Experience
Gmail
Send and sync emails with a click, and update contacts and tasks from emails with Zocks' Gmail integration.
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Coming Soon
Native Experience
Outlook Calendar
Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.
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Coming Soon
Native Experience
Google Calendar
Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.
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Coming Soon
Native Experience
CRM-based calendar
Keep all your client meetings in one place with direct integration into your CRM’s calendar, ensuring accurate scheduling and streamlined workflows.
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Coming Soon
Native Experience
eMoney
Get the only AI assistant integrated with eMoney. Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.
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PreciseFP
Automatically fill out fact finders, account opening forms, update your financial planning tool & more.
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Orion Portfolio Accounting & Reporting
Connect Zocks to Orion for real-time portfolio data, performance and insights for meeting prep, live meetings, emails and forms.
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Holistiplan
Unlock new planning opportunities by connecting Holistiplan’s advanced tax analysis with Zocks.
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Get started for free in less than 10 minutes
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.
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