Docked

Client onboarding where your own AI agent completes setup tasks in client accounts after the client approves. ↗ docked.ai

Verified Oct 26, 2026 against the vendor's own pages

Pricing

Free for one operator, no credit card required. AI-provider charges are separate.

Not verified We found no named integrations list on the pages we checked.

None found We found no security claims on the pages we checked.

These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.

Not built for advisors; it's a general onboarding tool. 'Bring your own AI agent' means your firm's AI policy applies.

JumpMeeting notes & follow-up · Client onboardingMeet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo.
DocupaceClient onboarding · Document parsing & data extractionNo public pricing found on the vendor pages we checked (demo/quote).