Zocks
Save 10+ hours a week. Zocks automates your meeting notes, forms, emails, CRM updates, and financial plans — so you can focus on clients. Trusted by 5,000+ firms.
Who it is for: Audience not clearly specified
Core capabilities
- The AI Assistant for financial advisors: The website lists 'The AI Assistant for financial advisors' module; specific workflows still require product testing.
- You need to spend time with clients, but you’re stuck doing admin work: The website lists 'You need to spend time with clients, but you’re stuck doing admin work' module; specific workflows still require product testing.
- Zocks saves financial advisors like you 10+ hours a week by automating your admin work: The website lists 'Zocks saves financial advisors like you 10+ hours a week by automating your admin work' module; specific workflows still require product testing.
- Focus on your client while Zocks takes notes: The website lists 'Focus on your client while Zocks takes notes' module; specific workflows still require product testing.
- Instantly fill out forms like client intake and account openings: The website lists 'Instantly fill out forms like client intake and account openings' module; specific workflows still require product testing.
Pricing
free · $180
Updated 2026-08-17