Zocks

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Zocks

Offered by Zocks
Savings
To celebrate FPA’s 25th anniversary, Zocks is offering a 15% discount to FPA members using the code FPAPERK15. This special offer is ONLY valid from Oct 25, 2025 to November 25, 2025.
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  • Description
  • Advantage
  • Benefits
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The AI Assistant for Financial Advisors

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Ameritas, and more that rely on Zocks; learn more and start a free trial at zocks.io.

FPA Advantage

Get started today in less than 10 minutes, with discounted pricing on your Zocks plan exclusively for FPA members.

Special Discount: To celebrate FPA’s 25th anniversary, Zocks is offering a 15% discount to FPA members using the code FPAPERK15. This special offer is ONLY valid from Oct 25, 2025 to November 25, 2025. The discount will be applied for the first 12 months of a Zocks subscription. (regardless of annual subscription or month to month). Members can use the Standard Discount in subsequent periods.

Standard Discount: Zocks provides a 10% discount for FPA members using the code FPA10. The discount is applied for the 12 months of a Zocks subscription (regardless of annual subscription or month to month).

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Benefits

With Zocks, you can:

Focus on your client while Zocks takes notes

Zocks automatically preps you for every meeting; takes detailed notes; updates your CRM, financial planning and portfolio management tools; and writes a follow-up email.

Instantly fill out forms like client intake & account openings

Zocks automatically fills out intake, fact finder, account forms and more — so you can close more prospects and provide a better client experience.

Reply to client emails in seconds

Zocks instantly writes detailed replies to client emails so you can give fast, personal service.

Get detailed reporting on your client conversations

Zocks shows you which topics have the most impact on your firm, helps you spend time with the right clients, improves your meetings, and more.