Finance Paid

Zocks

AI assistant for financial-advisor meetings, records, forms, and follow-up

Visit official website
PricingPaid
Starting price$67/user/mo annual
Free planNo
Free trialYes
APIYes
Open sourceNo
DeploymentCloud
Last verifiedAugust 1, 2026
Overview

Tool overview

Zocks is listed under Finance AI tools.

Summary

What is Zocks?

Zocks is an AI assistant for financial advisors that prepares meetings, captures notes, drafts client emails, fills forms, extracts document data, updates CRMs and planning tools, and maintains client profiles. It also provides REST APIs, an MCP server, mobile apps, and enterprise controls.

Best fit

Best for

Advisory firms connecting meeting intelligence to their full wealth technology stack

Audience

Who is it for?

Financial advisorsWealth-management teamsAdvisor operations staffFinancial-services enterprises
Recommendation

Decision note

Confirm the appropriate tier, annual or monthly billing, trial cancellation, admin seats, integrations, mobile capture, multilingual processing, record retention, archives, data residency, supervision, onboarding, support, and enterprise controls.

Capabilities

Key features

Meeting preparation and AI note-taking

CRM and financial-planning synchronization

Form filling and document intelligence

Client profiles, queries, and email drafting

REST API and Zocks MCP connectivity

Mobile capture for in-person conversations

Workflows

Use cases

Preparing and documenting advisor meetings

Updating client records and financial plans

Drafting client follow-up communications

Extracting structured facts from documents

Strengths

Pros

  • Purpose-built for financial-advisor administration
  • Supports unlimited meetings on listed plans
  • Provides broad wealth-stack integrations
Considerations

Cons

  • Higher automation tiers cost more
  • Credit card is required for the trial
  • Complex workflows require careful onboarding
Considerations

Limitations

Meeting and document intelligence can misattribute speakers, miss context, or extract incorrect facts. Firms must configure consent, retention, permissions, supervision, and archival controls, verify client data, and review outputs before records or plans are updated.

Cost

Pricing details

Pricing modelPaid
Starting price$67/user/mo annual
Free planNo
Free trialYes
Pricing context

Billing options

Monthly subscriptionAnnual subscriptionEnterprise quote
Pricing context

Pricing note

Essentials starts at $67 per user per month billed annually or $80 monthly. Professional and Ultimate add deeper workflow automation, document intelligence, email replies, reporting, and collaboration. Zocks provides a 14-day free trial that requires a credit card, plus custom enterprise pricing.

View official pricing
Compatibility

Supported languages

  • English
  • Multiple meeting languages
Connectivity

Integrations

Salesforce

Wealthbox

Redtail

eMoney

Zoom

Microsoft Teams

Specs

Technical details

PlatformsWeb, iOS, Android
Multilingual supportYes
Login requiredYes
Open sourceNo
DeploymentCloud
CompanyZocks
Models / versionsZocks Meetings Document Intelligence Client Queries Zocks MCP
Editions / plansFree, Basic, Professional, Organization, and Custom plans
Data confidenceHigh
Last verifiedAugust 1, 2026
Documentation → Release notes → Data source →
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Answers

Frequently asked questions

Zocks is an AI assistant for financial advisors that prepares meetings, captures notes, drafts client emails, fills forms, extracts document data, updates CRMs and planning tools, and maintains client profiles. It also provides REST APIs, an MCP server, mobile apps, and enterprise…
Advisory firms connecting meeting intelligence to their full wealth technology stack
The listed pricing model for Zocks is Paid. Pricing can change, so users should verify the latest plan details on the official website.
Yes. The current profile indicates that a free trial is available.
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