Client Management 7
Zocks is the #1 AI assistant for financial advisors. Automate your operational work and grow your book.
Zocks is the #1 AI assistant purpose-built for financial advisors and wealth management firms. It makes client meetings effortless, builds financial plans faster, onboards clients after one meeting, deepens client relationships, and uncovers new revenue hiding in your book of business. Every client conversation becomes structured data that flows into your CRM and planning tools, saving advisors 10+ hours a week.
Now invest that time in growing your book. Ask Zocks "who has kids but no 529?" and get a list of clients to contact in seconds. Surface life events, flag planning gaps, and anticipate client needs.
Purpose-built for financial services. SOC 2 certified. Privacy-first, no audio or video recording. SEC/FINRA compliant. Deep two-way integrations with Salesforce, Redtail, Wealthbox, eMoney, RightCapital, Holistiplan, Orion, and more. 5,000+ advisory firms, including Carson Group, Commonwealth, Osaic, Hightower, and Ameritas, trust Zocks. Learn more at zocks.io.
AI-first online practice management software for advisors.
Quicko Pro is an AI-first online platform and practice management software designed to help professionals, particularly advisors and accountants, run their advisory services online. It centralizes orders, customers, payments, and teams, featuring a powerful order management system to track progress from booking to delivery. The platform aims to bring structure, visibility, and focus to daily operations for both solo advisors and growing practices, leveraging AI to enhance speed, organization, and consistency.
White-label voice AI platform for agencies, connecting multiple providers.
VoiceAIWrapper is a white-label voice AI platform designed for agencies. It allows agencies to connect and manage multiple voice AI providers (like VAPI, Retell AI, ElevenLabs, Deepgram) under their own brand, offering diverse voice AI solutions to their clients. The platform provides a unified dashboard for client management, campaign execution, automated onboarding, and flexible billing, enabling agencies to launch and scale their voice AI services rapidly and cost-effectively.
AI-powered recruitment ATS & CRM software for efficient hiring and streamlined processes.
ATZ CRM offers an advanced, AI-driven platform with seamless resume parsing & automated job posting. It features customizable pipelines, real-time analytics, and robust integrations, making it ideal for efficient recruitment and streamlined hiring processes.
AI-powered meal planning toolkit for health professionals to create personalized meal plans.
SmartPlate is an AI-powered meal-planning toolkit designed for nutritionists, dieticians, and naturopaths. It simplifies and streamlines the process of creating personalized meal plans for clients, generating recipes based on client preferences and dietary restrictions. It helps health professionals save time and focus on delivering tailored nutrition advice.
AI-powered social media management for content creation and scheduling.
Postploy is an AI-assisted content marketing app and an AI-powered social media management tool. It helps individuals, content creators, and businesses create TikTok slideshow content and UGC + product demo videos to promote their products, websites, or apps. It is an all-in-one platform for creating, planning, and scheduling content across multiple social media platforms.
All-in-one agency management software for creative professionals to streamline operations and client relationships.
Retainr.io is an all-in-one agency management software designed for creative people, web agencies, and freelancers. It helps manage and productize services in a single platform, streamline client management, automate workflows, and elevate brand identity with white-label features. Retainr.io aims to increase productivity, client satisfaction, and profitability by simplifying communication, centralizing client interactions, and providing valuable insights.
