Zocks

Turn advisor conversations into notes and structured client updates

Linked from zocks.io · checked 30 Oct

Tool type: AI client-work assistant for financial advisors
Made for: Financial advisors and wealth-management firms
Runs on: Advisor workspace with CRM, planning and API connections
Last checked: 30 Oct 2026; 2 product sources

What it does

Zocks is an AI assistant for financial advisors. It prepares for meetings, produces notes and follow-ups, and turns information from conversations, emails and documents into structured client data. Integrations connect that information to CRM, planning and other wealth-management systems without retaining meeting recordings.

Depending on the plan, the assistant can fill forms, support onboarding and account opening, and expose client context to other AI tools through MCP. It is useful for advisory practices reducing manual work around client meetings. Review extracted fields and communications before they affect client records; unlimited meetings do not mean every advanced workflow is included in every plan.

What it can do

Meeting preparation
AI meeting notes
Follow-up drafts
Structured client data
CRM and planning updates
Form filling
Client-context MCP

Before you choose

The 14-day trial requires a credit card.
MCP, forms and advanced automation depend on the subscription tier.
No retained recording does not mean no stored transcript or client data; configure retention policies.

Listed under

Get started

Start the trial and connect approved advisory systems.
Configure meeting and client-information workflows.
Review notes, extracted fields and follow-up drafts before using them.

Start a Zocks trial

Plans and prices

Prices in USD

Monthly Essentials is $80/user, Professional $140 and Ultimate $220. Annual-billed equivalents are $67, $117 and $184/user/month. A 14-day trial requires a card; advanced workflows and assistant seats have plan-specific terms.

Essentials monthly seat$80/user/mo

Professional monthly seat$140/user/mo

Ultimate monthly seat$220/user/mo

14-day free trial.

Source: zocks.io/pricing, checked 30 Oct 2026. Prices can change; check before you buy.

Sources for this overview

Product pages, documentation, and pricing checked 30 Oct 2026. Each source supports part of the overview; availability and prices can change.

The Zocks Platform | AI Assistant for Financial Advisors ↗www.zocks.io
Zocks Pricing Plans ↗www.zocks.io

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Data and security

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Where this comes from

How we research

Company website: zocks.io: product, pricing and policy pages
YC directory mirror: Batch and company name
Social accounts: Accounts the company links, and its posts on X
Human review: Checked by a person
knowledge_base
manual_review

Last checked 30 Oct 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.