The wave of integrations between artificial intelligence tools and established financial planning platforms is still rolling along, with FP Alpha and Zocks each announcing partnerships designed to ...

Zocks and Jump, two of the most established names in the advisor productivity and AI-powered meeting space, have inked new enterprise partnerships in a bid to further embed themselves into the largest ...

Two-way integration automatically connects Orion portfolio management data to advisor-client conversations and communications in Zocks, accelerating ‘time to advice’ SAN FRANCISCO & OMAHA, Neb., ...

Bi-directional integration enables advisors to speed data collection, cut data entry, and automate workflows across CRMs, planning systems, and custodial platforms SAN FRANCISCO, June 25, ...

Advisors can build or update financial plans in seconds with AI automation Zocks, the privacy-first AI assistant for financial services, and Conquest Planning, a technology platform modernizing ...

The AI-powered notetaker and automated assistant platform for advisors, Zocks, and major wealthtech provider Orion announced a new integration this week. The bidirectional integration enables the ...

Two-way integration enables advisors to complete estate plans faster while delivering a more personalized client experience SAN FRANCISCO & DALLAS--(BUSINESS WIRE)--Zocks, the privacy-first AI ...

Hightower selects Zocks to equip its wealth managers with AI-powered automation and deeper client intelligence Zocks, the privacy-first AI assistant for financial services, and Hightower, a national ...

Max has launched Max Private, a suite of private banking and lending capabilities for large RIAs and high-growth advisory firms. The new enterprise product suite provides bespoke lending capabilities, ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the ...