---
description: Review of Zocks Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Zocks | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Meeting Software](/directory/4303/meetings/software) > [Zocks](/software/530446/Zocks)

# Zocks

Canonical: https://www.softwareadvice.co.uk/software/530446/Zocks

> Zocks is an AI assistant built for financial advisors and advisory firms of all sizes — from solo practitioners to large enterprise firms, including RIAs and broker-dealers in wealth management, financial planning, life insurance, and tax planning. The software is cloud-based, with mobile apps for iOS and Android.

Core features include automated meeting note capture without recording, AI-drafted client emails, auto-filled intake and account opening forms, document processing, CRM two-way sync, client profile enrichment, meeting preparation, scheduling with branded booking pages, meeting scoring across 18 metrics, compliance audit logs, and practice analytics. These features help advisors eliminate manual data entry, reduce time spent on paperwork, stay focused during client meetings, and keep client records accurate and up to date across connected systems such as Wealthbox, Salesforce, Redtail, eMoney, RightCapital, and Orion.

Zocks integrates with CRMs, financial planning tools, portfolio management platforms, email and calendar systems, and compliance archiving solutions. Custom integrations are supported via REST APIs and webhooks. Support is available through a knowledge base, with additional options accessible via the platform.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Zocks

## Commercial Context

- **Starting Price**: US$80.00
- **Pricing model**: Per User
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: Dutch, English, French, German, Hindi, Italian, Japanese, Portuguese, Russian, Spanish
- **Available Countries**: Canada, United States

## Features

- Access Controls/Permissions
- Action Item Tracking
- Activity Dashboard
- Agenda Management
- Collaboration Tools
- Communication Management
- Customisable Branding
- Host Controls
- Meeting Management
- Meeting Notes
- Meeting Preparation Tools
- Notes Management
- Recording
- Reporting/Analytics
- Single Sign On
- Third-Party Integrations

## Integrations (54 total)

- AdvisorEngine
- AdvisorEngine CRM
- Agentforce
- Agentforce Sales (formerly Salesforce Sales Cloud)
- Agentforce Service (formerly Salesforce Service Cloud)
- Black Diamond Wealth Platform
- Box
- ChatGPT
- Claude
- Dynamics 365 Sales
- EMoney
- Envestnet | MoneyGuide
- Envestnet | Tamarac
- Global Relay Archive
- GoTo Connect

... and 39 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- 24/7 (Live rep)
- Chat

## Category

- [Meeting Software](https://www.softwareadvice.co.uk/directory/4303/meetings/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/530446/Zocks)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/530446-Zocks/> |
| en-AU | <https://www.softwareadvice.com.au/software/530446/Zocks> |
| en-GB | <https://www.softwareadvice.co.uk/software/530446/Zocks> |
| en-IE | <https://www.softwareadvice.ie/software/530446/Zocks> |
| en-NZ | <https://www.softwareadvice.co.nz/software/530446/Zocks> |

-----

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