Product infographic carousel
Product infographic images
Product Infographic captions
-
1
Meeting prep auto-built from past conversations, planning tools, and now live Schwab account data — agenda, action items, and account context ready before the call.
-
1
Every conversation is turned into structured data, syncing 300+ fields into your CRM and wealth stack — no copy-and-paste.
-
1
Ask Zocks anything across your book — "Who has kids but no 529?" — and get an actionable list in seconds.
Product Description
About this Product
- Save 10+ hours a week on post-meeting admin.
- Pull live Schwab account data on demand.
- Surface revenue hiding in your book of business.
About Zocks
Zocks is the AI assistant for financial advisors. It captures every client conversation and turns it into completed work — saving advisors 10+ hours a week — and surfaces the revenue hiding in every book of business. With Zocks' new Schwab integration, advisors connect their Schwab Advisor Center account and pull live custodial data on demand — balances, positions, transactions, and cost basis — right inside meeting prep, client emails, form fill, and queries across their book. Privacy-first, SOC 2 certified, no audio recording. Deep integrations with Salesforce, Redtail, Wealthbox, eMoney, RightCapital, and more. Founded in 2022 and backed by Lightspeed and GFC, Zocks is trusted by 5,000+ firms.
Product Details
More info about us
Category
Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.