Zocks - 2026 Pricing, Features, Reviews & Alternatives

Zocks is a cloud-based AI assistant built for financial advisors and advisory firms across wealth management, financial planning, life insurance, and tax planning. The platform captures structured client data from virtual, in-person, and phone meetings without recording, then automatically syncs that data across connected CRM and wealth tech systems. Trusted by 5,000+ firms, including RIAs, broker-dealers, and enterprise organizations, Zocks serves solo advisors through large enterprise practices.

Core functionality spans the full advisory workflow: meeting note capture with speaker attribution, AI-generated meeting prep (agendas, summaries, action items), personalized email drafting, automated form filling for intake and account opening workflows, document intelligence for financial documents such as tax returns and estate plans, and bi-directional CRM sync with field-level update support. Client profiles are enriched continuously from conversations, emails, CRM data, and connected financial planning systems to build household-level intelligence. Client Signals automatically detect life and business events from meetings and emails to trigger downstream workflows.

The platform integrates out-of-the-box with leading CRMs (Wealthbox, Salesforce, Redtail, Practifi, HubSpot, Microsoft Dynamics 365, AdvisorEngine), financial planning tools (eMoney, RightCapital), tax planning (Holistiplan), portfolio management (Orion, SS&C Black Diamond), estate planning (Wealth.com), calendar and email (Outlook, Gmail), archiving solutions (Smarsh, Proofpoint, Global Relay), and general-purpose AI tools (Claude, ChatGPT, Gemini via MCP server). REST APIs, webhooks, and Zapier support custom integrations. A mobile app for iOS and Android, native plugins for Microsoft Outlook and Zoom, and an Analytics Hub with practice-, advisor-, and client-level metrics round out the platform. Meeting Scoring evaluates advisor performance across 18 configurable dimensions, and Audit Logs provide searchable, real-time activity tracking for compliance monitoring.