Z
tool
Zocks
Zocks is the #1 AI assistant for financial advisors. Automate your operational work and grow your book.
Features
- Built exclusively for financial advisors, not a general AI tool
- Privacy-first: no audio or video recording
- Deep two-way CRM + wealth-stack integrations
- SOC 2 Type 2 certified, encryption at rest + in transit
- Built for SEC/FINRA documentation requirements
- Role-based access controls with audit logs