Software that connects to Zocks

5 of the 77 tools we list name a connection to Zocks on their own site: 1 advisor CRM, 3 planning tools and 1 AI tool. Zocks' own site names 21 companies and products it connects to (its profile counts each listed connection separately). Here is which way data moves for each, and where we read it.

See the Zocks profile

Which way data moves, as each tool describes it

Sends data to ZocksTakes data from ZocksTwo-way, in the vendor's words

Send data to Zocks (0)

No tool says it sends data here

Zocks5 tools connect

Take data from Zocks (0)

No other tool says it takes data from here. Zocks' own list is below.

Two-way (2)

RedtailConquest Planning

Data in and out (1)

RightCapital

Named only (2)

CaddieMoney Advisor

The rule: every tool we list that names a live connection to Zocks, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

What Zocks' own site lists

21 companies and products

AI tools (1)

Connects to	What Zocks' site says	Does the other side list it?	Where we read it
Claude AI tool	Data moves with Claude; the vendor doesn't say which way The vendor doesn't say how the AI tool connects Direction not stated: analyses and deliverables built for the firm and its clients	We don't list Claude	Checked on the vendor's site · Oct 13Zocks integrations page

CRMs (11)

Connects to	What Zocks' site says	Does the other side list it?	Where we read it
AdvisorEngine CRM	Data moves with AdvisorEngine; the vendor doesn't say which way Direction not stated: meeting summaries, tasks and contact updates	No connection to Zocks recorded from AdvisorEngine's site	Checked on the vendor's site · Oct 13Zocks integrations page
Black Diamond CRM CRM	Sends data to Black Diamond CRM Data out: notes, tasks and field updates	No connection to Zocks recorded from Black Diamond CRM's site	Checked on the vendor's site · Oct 13Zocks integrations page
HubSpot CRM	Data moves with HubSpot; the vendor doesn't say which way Direction not stated: workflows and client data management	We don't list HubSpot	Checked on the vendor's site · Oct 13Zocks integrations page
Microsoft Dynamics 365 Sales CRM	Takes data from Microsoft Dynamics 365 Sales Recorded as "Microsoft Dynamics 365" Direction not stated: meeting notes, client data and tasks synced Data in: relevant information from the CRM	No connection to Zocks recorded from Microsoft Dynamics 365 Sales' site	Checked on the vendor's site · Oct 13Zocks integrations page
Practifi CRM	Data moves with Practifi; the vendor doesn't say which way Direction not stated: real-time data syncing	No connection to Zocks recorded from Practifi's site	Checked on the vendor's site · Oct 13Zocks integrations page
Redtail CRM	Sends data to Redtail Data out: notes and action items	Both list it; Redtail describes more Redtail says: "Two-way with Zocks".	Checked on the vendor's site · Oct 13Zocks integrations page
Salesforce CRM	Two-way with Salesforce Two-way: meeting insights and client data	We don't list Salesforce	Checked on the vendor's site · Oct 13Zocks integrations page
SmartOffice CRM	Data moves with SmartOffice; the vendor doesn't say which way Direction not stated: auto-synced notes, field-level client data and tasks	No connection to Zocks recorded from SmartOffice's site	Checked on the vendor's site · Oct 13Zocks integrations page
Wealthbox CRM	Data moves with Wealthbox; the vendor doesn't say which way Direction not stated: notes and tasks synced	No connection to Zocks recorded from Wealthbox's site	Checked on the vendor's site · Oct 13Zocks integrations page
XLR8 CRM	Data moves with XLR8; the vendor doesn't say which way Direction not stated: meeting summaries and follow-ups	We don't list XLR8	Checked on the vendor's site · Oct 13Zocks integrations page
Zoho CRM	Sends data to Zoho Data out: meeting notes and tasks	We don't list Zoho	Checked on the vendor's site · Oct 13Zocks integrations page

Other software (4)

Connects to	What Zocks' site says	Does the other side list it?	Where we read it
Black Diamond Other software	Takes data from Black Diamond Recorded as "Black Diamond Wealth Platform" Data in: real-time portfolio data	See what connects to Black Diamond	Checked on the vendor's site · Oct 13Zocks integrations page
DeepVest Other software	Sends data to DeepVest Data out: Zocks contacts	We don't list DeepVest	Checked on the vendor's site · Oct 13Zocks integrations page
Orion Other software	Takes data from Orion Data in: real-time portfolio data, performance and insights	See what connects to Orion	Checked on the vendor's site · Oct 13Zocks integrations page
PreciseFP Other software	Data moves with PreciseFP; the vendor doesn't say which way Direction not stated: fact finders, account opening forms and planning tool updates	See what connects to PreciseFP	Checked on the vendor's site · Oct 13Zocks integrations page

Planning tools (5)

Connects to	What Zocks' site says	Does the other side list it?	Where we read it
Conquest Planning	Data moves with Conquest; the vendor doesn't say which way Direction not stated: client conversations turned into plans	We don't list Conquest	Checked on the vendor's site · Oct 13Zocks integrations page
eMoney Advisor Planning	Data moves with eMoney Advisor; the vendor doesn't say which way Recorded as "eMoney" Direction not stated: facts and financial plan updates	Both sides list it eMoney Advisor says: "Names Zocks, with no detail".	Checked on the vendor's site · Oct 13Zocks integrations page
Holistiplan Planning	Takes data from Holistiplan Data in: tax data and insights	See what connects to Holistiplan	Checked on the vendor's site · Oct 13Zocks integrations page
RightCapital Planning	Sends data to RightCapital Data out: 200+ fields from conversations	Both list it; RightCapital describes more RightCapital says: "Takes data from and sends data to Zocks".	Checked on the vendor's site · Oct 13Zocks integrations page
Wealth.com Planning	Data moves with Wealth.com; the vendor doesn't say which way Direction not stated: client data from meetings	We don't list Wealth.com	Checked on the vendor's site · Oct 13Zocks integrations page

CRMs that connect to Zocks

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Redtail	Two-way with Zocks Works from your meetings, as the vendor describes it Two-way: data sync Data in: meeting summaries as events or notes, tasks, workflows and key data fields Direction not stated: meeting agendas built from past meetings and client information stored in Redtail Zocks' own site lists it too, and says: "Sends data to Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page

Planning tools that connect to Zocks

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
RightCapital	Takes data from and sends data to Zocks Works from your meetings, as the vendor describes it Data in: financial planning data captured from transcribed meetings Data out: RightCapital contacts that have an email address Zocks' own site lists it too, and says: "Sends data to RightCapital".	Checked on the vendor's site · Oct 6RightCapital help centre: Zocks integration	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
Conquest Planning	Two-way with Zocks Works from your meetings, as the vendor describes it Two-way: client information captured from meetings and documents creates or updates financial plans	Checked on the vendor's site · Oct 6Conquest press release: Zocks and Conquest Launch AI Integration	No price found Connection cost: Conquest Planning publishes no pricing for us to read. Note: Conquest's self-serve plan for US independent advisors and small firms (typically 10 or fewer) is on a waitlist, not yet open; larger firms are asked to request a demo. The Schwab, TradePMR, Jump and Morningstar connections were announced for that plan's launch.
eMoney Advisor	Names Zocks, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves Zocks' own site lists it too, and says: "Data moves with eMoney Advisor; the vendor doesn't say which way".	Checked on the vendor's site · Oct 6eMoney integrations page (logo)	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.

AI tools that connect to Zocks

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Caddi	Names Zocks, with no detail Works from your meetings, as the vendor describes it Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13Caddi integrations pageAlso: Caddi Zocks integration page	Free for one person Connection cost: not checked yet.

Before you rely on a connection

Ask whether the connection is in the plan you'd buy, or costs extra.
Ask how often data moves: as it changes, once a day, or when someone clicks.
Single sign-on saves a login. Ask whether any data moves with it.

Other systems with a page

Schwab (24)Wealthbox (23)Redtail (22)Orion (21)Black Diamond (17)Fidelity (15)MoneyGuide (14)Pershing (14)eMoney Advisor (12)Nitrogen (12)PreciseFP (12)Addepar (11)Tamarac (10)Altruist (9)Holistiplan (8)Practifi (8)RightCapital (8)Advyzon (6)Jump (5)