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AI tools

Zocks

AI assistant that preps meetings, takes notes, and updates the CRM and planning tools.

Made by Zocks Visit Zocks' website
Starting priceFrom $67/user/mo
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed21 connectionsSalesforce, Redtail, SmartOffice and 18 more. Source and date for each below. AI tools among them: Claude (how not stated).
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What their website looks like

Screenshot of Zocks' homepage
Zocks' homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Essentials, billed annually $67/user/mo
per user, per month
 Billed annually
Essentials, billed monthly $80/user/mo
per user, per month
 Billed monthly
Professional, billed annually $117/user/mo
per user, per month
 Billed annually
Professional, billed monthly $140/user/mo
per user, per month
 Billed monthly
Ultimate, billed annually $184/user/mo
per user, per month
 Billed annually
Ultimate, billed monthly $220/user/mo
per user, per month
 Billed monthly

Enterprise Platform: contact us

14-day free trial; a credit card is required to start it

Source: Zocks pricing page. Checked on the vendor's site, Oct 13.

Where Zocks sits on price

ZocksOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

What connects to Zocks

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Microsoft Dynamics 365HolistiplanOrionBlack Diamond Wealth Platform
Zocks21 connections listed

Data goes out to

RedtailBlack Diamond CRMZohoRightCapitalDeepVest
Two-way
Salesforce
Direction not stated
SmartOfficeWealthboxPractifiHubSpotAdvisorEngineXLR8eMoneyConquestWealth.comPreciseFPClaude
Salesforce
Checked on the vendor's site
  • Two-way: meeting insights and client data
Source: Zocks integrations page. Checked Oct 13.
Redtail
Checked on the vendor's site
  • Data out: notes and action items
Source: Zocks integrations page. Checked Oct 13.
SmartOffice
Checked on the vendor's site
  • Direction not stated: auto-synced notes, field-level client data and tasks
Source: Zocks integrations page. Checked Oct 13.
Wealthbox
Checked on the vendor's site
  • Direction not stated: notes and tasks synced
Source: Zocks integrations page. Checked Oct 13.
Practifi
Checked on the vendor's site
  • Direction not stated: real-time data syncing
Source: Zocks integrations page. Checked Oct 13.
HubSpot
Checked on the vendor's site
  • Direction not stated: workflows and client data management
Source: Zocks integrations page. Checked Oct 13.
AdvisorEngine
Checked on the vendor's site
  • Direction not stated: meeting summaries, tasks and contact updates
Source: Zocks integrations page. Checked Oct 13.
Black Diamond CRM
Checked on the vendor's site
  • Data out: notes, tasks and field updates
Source: Zocks integrations page. Checked Oct 13.
Microsoft Dynamics 365
Checked on the vendor's site
  • Direction not stated: meeting notes, client data and tasks synced
  • Data in: relevant information from the CRM
Source: Zocks integrations page. Checked Oct 13.
XLR8
Checked on the vendor's site
  • Direction not stated: meeting summaries and follow-ups
Source: Zocks integrations page. Checked Oct 13.
Zoho
Checked on the vendor's site
  • Data out: meeting notes and tasks
Source: Zocks integrations page. Checked Oct 13.
eMoney
Checked on the vendor's site
  • Direction not stated: facts and financial plan updates
Source: Zocks integrations page. Checked Oct 13.
RightCapital
Checked on the vendor's site
  • Data out: 200+ fields from conversations
Source: Zocks integrations page. Checked Oct 13.
Conquest
Checked on the vendor's site
  • Direction not stated: client conversations turned into plans
Source: Zocks integrations page. Checked Oct 13.
Wealth.com
Checked on the vendor's site
  • Direction not stated: client data from meetings
Source: Zocks integrations page. Checked Oct 13.
Holistiplan
Checked on the vendor's site
  • Data in: tax data and insights
Source: Zocks integrations page. Checked Oct 13.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools Zocks lists. How each one connects is in Zocks' own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Claude
Checked on the vendor's site
  • The vendor doesn't say how the AI tool connects
  • Direction not stated: analyses and deliverables built for the firm and its clients
Source: Zocks integrations page. Checked Oct 13.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Zocks lists.

PreciseFP
Checked on the vendor's site
  • Direction not stated: fact finders, account opening forms and planning tool updates
Source: Zocks integrations page. Checked Oct 13.
Orion
Checked on the vendor's site
  • Data in: real-time portfolio data, performance and insights
Source: Zocks integrations page. Checked Oct 13.
Black Diamond Wealth Platform
Checked on the vendor's site
  • Data in: real-time portfolio data
Source: Zocks integrations page. Checked Oct 13.
DeepVest
Checked on the vendor's site
  • Data out: Zocks contacts
Source: Zocks integrations page. Checked Oct 13.

Leaving later

We haven't read Zocks' site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Zocks yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Zocks with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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