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Zocks

Meeting notes & follow-up · Document parsing & data extraction · CRM & CRM add-ons

AI assistant for advisors: meeting prep, notes without storing recordings, follow-ups, document data extraction synced to CRM and eMoney, and an MCP connector for Claude/ChatGPT. ↗ zocks.io

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

Visit Zocks Claim listing

Pricing

Essentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 / $220 billed monthly). Admin assistant seat $25/mo.

↗ zocks.io/pricing

Integrations

Redtail
Wealthbox
Salesforce
Orion
Black Diamond
eMoney
RightCapital
Zoom
Microsoft Teams
Google Meet
Outlook
Gmail
HubSpot
Practifi
Holistiplan
Smarsh
Global Relay
Box
Egnyte
SharePoint
Zapier
Microsoft Dynamics
Webex
ChatGPT
Claude

↗ zocks.io/all-integrations

Security & compliance claims

SOC 2 Type II (pricing FAQ)
Says client conversations are never recorded
Says no LLMs hold or train on your data

↗ zocks.io/pricing

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

Our take

The only meeting tool we checked that publishes monthly and annual prices for every tier. Says it has no meeting caps.

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