The moats and walls of traditional wealth management are crumbling, and technology is jumping into the breach.
Welcome to another Advisor Tech Talk where we have a set of wealth management technology headlines worthy of such a dramatic opener—big announcements from all over the wealthtech map, many of them having to do with artificial intelligence. It’s a story in itself.
So we’re going to stay right here for the first part of our introduction. So much of wealth management is becoming not just automated, but optimized with increasing precision via AI, machine learning and other advanced technologies.
Leaving aside the sexier conversation about automation, it appears that with this oncoming generation of wealthtech advisors will have the tools to do more specific good for each specific client—efficiently—than they have ever had before. Generative AI might not present advisors with new value propositions, but it can help advisors deliver more value for each client.
When does the precision, personalization and optimization made possible by AI become part of the standard of care for wealth management practitioners?
The fiduciary standard of care, regarded as the strictest in the industry, doesn’t have anything specific to say about the precision of advisors’ assumptions and planning practices, it merely concerns advisors only with seeking out the best execution for any trades conducted on behalf of their clients, and more generally holds them to a nebulous standard of providing advice that is in their clients’ best interest and avoiding or disclosing conflicts of interest.
For us, however, it’s not hard to envision a future where a certain level of technology-enabled precision is mandated by professional organizations.
Of course, other professional standards of care in the financial industry are constantly being held up to the fiduciary standard, but it’s worth mentioning that the most important standard for wealth managers is written by regulators or professional organizations, but the one they are held to in the eyes and minds of their own clients. This is not a standard of care of regulation or a code of conduct, but expectations around product and customer experience.
And what happens when their clients come to expect the kind of precision and personalization made possible by AI from their wealth managers, of course, is that wealth managers of all stripes will have to use the technology in their practices.
It’s a good thing we have so many new AI tools coming online now, in 2025. As we’ve written before, we may come to look back on this year as one of transition as technology comes to subsume financial services altogether.
Let’s get to those headlines.
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Aboon
Aboon, an AI-powered platform that transforms how financial advisors help their business owner clients launch and manage 401(k) plans, today announced $17.5 million in seed funding. The financing was led by Bain Capital Ventures, with participation from Altai Ventures, Runyon, Edward Jones Ventures, Outpost Ventures, and EJF Ventures. This marks the company’s first public announcement and a major step toward its mission of making workplace retirement plans simple, efficient, and accessible for advisors and employers.
A majority of American adults (57%) worry they’re behind on their retirement savings, according to a 2024 Bankrate survey. With Social Security vastly underfunded and predicted by the U.S. Treasury to run out as soon as 2034, recent regulations like SECURE 2.0 and an increasing number of state mandates have aimed to close this gap by incentivizing private sector solutions. Yet Pew reported last year that 43% of U.S. businesses with fewer than 100 employees do not offer a workplace retirement plan. Financial advisors are trusted by business owners and well-positioned to address this growing need, but they lack modern tools to navigate the complexity of retirement plans. Instead, they still face lengthy and manual processes, administrative burdens, opaque pricing, and outdated platforms.
Aboon is a digital third-party administration (TPA) platform that empowers financial advisors to easily design, launch and manage 401(k) plans for their business owner clients by combining AI-powered automations, intuitive digital workflows, and real-time human expertise. Aboon’s unparalleled speed and efficiency mean advisors can generate proposals in minutes and onboard new plans in a few days, far outpacing manual processes that typically take weeks or months.
Advisor360°
Advisor360°, a leader in integrated wealth management technology, has expanded Parrot AI®, its secure and compliant AI teammate, with enhanced intelligence that empowers financial advisors at every stage of the client relationship. The result is a truly informed AI teammate that unifies data across every channel advisors use to manage and grow client relationships.
Parrot AI is now able to understand client needs across entire families, recall their history, and uncover opportunities to better serve them. The tool can also securely access and understand client data by connecting with additional CRM systems, and integrating documents into client meeting preparation and follow-up.
Since its debut as part of the Advisor360° technology ecosystem earlier this year, Parrot AI has evolved from an automated note-taking and transcription app into a secure, intelligent teammate—one that learns from household, document, and CRM data to provide deeper insights, streamline workflows, and help advisors deliver truly personalized client experiences.
Advyzon
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that financial planning will be a new offering on their platform and that Kevin Hughes, former executive at MoneyGuidePro, has joined as President of Financial Planning. In addition, Tony Leal, co-founder of MoneyGuide, will serve in a strategic advisory role as Executive in Residence.
Advyzon’s new financial planning offering will bring together goal-based investing, comprehensive cash flow planning, and innovative “smart conversation” engagement tools – all seamlessly embedded across the Advyzon platform. Advisors will experience a consistent, intuitive user experience integrated into every core Advyzon technology.
Advisors often report struggling to bridge the gap between planning and implementation. Advyzon aims to solve this challenge by delivering a seamless transition from financial planning to investment advice, incorporating proposals while also leveraging Advyzon Investment Management’s SMA/UMA solutions and tax transition management in one unified workflow.
Advyzon
Dynamic Portfolio Strategies (DPS), a leading investment research company and provider of algorithmic investment models, today announced the integration of its model suite onto the Advyzon Investment Management platform (AIM). The partnership makes DPS’s research-driven investment strategies available through Nucleus, AIM’s model marketplace, while also providing advisors enhanced trading capabilities and streamlined implementation.
This partnership also addresses a growing demand among financial advisors for flexible, technology-enabled investment solutions. Through the AIM platform, advisors can implement DPS models while maintaining their established client relationships and operational processes. The integration also provides real-time portfolio management capabilities and comprehensive reporting tools.
The DPS suite available on AIM includes strategies tailored to a range of risk profiles and investment objectives. The CORE ETF Growth Model emphasizes long-term capital appreciation across global markets, while the S&P 500 and Nasdaq 100 Stock Models provide tactical exposure to U.S. equities through active management of individual securities. The CORE Income Portfolio Model is designed for stability and consistent income generation through a diversified mix of fixed-income assets.
BeyondWill
BeyondWill, the modern estate planning platform built for financial advisors, today announced the launch of WiseAI™, its groundbreaking AI Assistant with Proactive Alerts designed to anticipate life events, surface estate planning risks, and help advisors act before small details become big problems.
With continuous AI monitoring, advisors spend more time building trusted client relationships by proactively staying ahead of every important change.
The release of BeyondWill’s WiseAI comes as demand grows for digital-first, human-centered estate planning tools. BeyondWill is equipping advisors with solutions that both modernize their practices and meet families where they are.
BNY Pershing
TIAA Wealth Management, a division of TIAA, today announced selection of BNY Pershing’s Wove platform as the Unified Wealth solution across TIAA Wealth Management’s broker-dealer, investment adviser and bank custody businesses. BNY Pershing’s unified platform will improve the client and advisor experience when navigating between different investment accounts and services.
Implementing the technology will mark a significant milestone in TIAA Wealth Management’s journey to become the preferred financial partner for clients to and through retirement and on to the next generation. The business serves clients across all life stages: young professionals beginning their investment journey, mid-career individuals seeking advice, those transitioning into retirement, and people enjoying retirement.
The initiative will deploy two integrated experiences: Wove Advisor, which provides wealth management professionals with an intuitive interface directly with Salesforce; and Wove Investor, which offers clients a modern, mobile-friendly portal that integrates into TIAA’s Wealth Management website and expands self-service capabilities.
BondIT
BondIT, a leading fixed income fintech innovator, today announced it has filed suit against JPMorgan Chase Bank and its affiliates (“JPMorgan”), alleging that the world’s largest bank unlawfully abandoned a long-promised strategic partnership and exclusive investment deal, breached binding contracts, and misappropriated BondIT’s proprietary AI and other technology. According to the complaint, JPMorgan did so after its top executives made repeated promises and misrepresentations to induce BondIT to engage with the bank over the course of nearly two years.
BondIT’s complaint, filed in the New York Supreme Court’s Commercial Division, details how JPMorgan selected BondIT following a competitive process, executed binding preliminary agreements, and repeatedly assured BondIT that a long-term partnership and equity investment were imminent – describing the partnership as “a long and strategic relationship.”
Based on JPMorgan’s assurances, BondIT’s engineers spent thousands of hours integrating and configuring its cutting-edge fixed income technology for JPMorgan’s systems, consistently earning stellar feedback from bank executives, according to the complaint. But after many months of intense collaboration and despite unwavering praise for BondIT’s technology and performance, the bank abruptly terminated negotiations based on pretext in breach of binding agreements – on the eve of closing a multilayered deal and launching a commercial rollout for the partnership, BondIT alleges.
CAIS
CAIS, the leading alternative investment platform for independent financial advisors, announced today the launch of CAISey, an AI-powered tool built to redefine how advisors navigate the world of alternative investments. Embedded directly into the CAIS platform, CAISey uses advanced language models and data intelligence to help advisors instantly surface, evaluate, and compare investments.
CAISey builds on CAIS’ leading role in digitizing due diligence and education around alternative investing. Key features of the new solution include Instant, Conversational Discovery, Comprehensive Fund Intelligence and Integrated Learning and Insights.
CAIS
CAIS, the leading alternative investment platform for financial advisors, today announced it has entered into a strategic partnership with LODAS Markets to launch a secondary marketplace for private funds. The alliance will integrate LODAS’ secondary trading technology directly into the CAIS platform, providing financial advisors with an additional avenue of liquidity and flexibility for alternative investments.
By uniting CAIS’ Marketplace with LODAS’ secondary trading technology, the partnership establishes a single, streamlined entry point for advisors to access and execute secondary transactions at scale. The integrated solution is expected to launch in the first quarter of 2026, marking a transformative step forward in how private market allocations are managed across wealth management.
LODAS’ platform is purpose-built for the wealth management community, combining an integrated user experience with full-stack secondaries capabilities. As a proven operator focused on U.S. independent advisors, LODAS delivers turnkey infrastructure that simplifies trading and expands investment choice. With this integration, advisors can now offer end-clients both primary and secondary access to alternatives on one platform.
CAIS
CAIS, the leading alternative investment platform for independent financial advisors, today announced expanded strategic partnerships with Envestnet, Orion, and Vestmark—three of the industry’s most prominent wealth management software and services providers. The expanded technology integrations mark a transformative step toward unifying the world of alternative and traditional investments—enabling advisors across platforms to source, manage, and transact both within a single, streamlined managed account experience.
The news builds upon the launch of CAIS’ enterprise solution, which was designed to integrate alternative investments within Turnkey Asset Management Platforms (TAMPs) and managed account platforms.
Communify
Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announces its acquisition of Empaxis Data Management, a premier provider of investment data management and operational services for wealth and asset managers. The acquisition removes the primary obstacle of fragmented and inaccessible data through advanced data management, thereby empowering wealth and asset management firms to adopt Communify’s advanced MIND AI to create Client Stories™ and Portfolio Stories™ in fractions of a second rather than days.
Communify’s premier platform for wealth managers delivers powerful AI-driven tools like Client and Portfolio Stories, which are proven to drive engagement and scale advisors and asset managers. However, the effectiveness of these tools depends on clean, unified data—a challenge for most firms whose information is trapped in disconnected systems. Empaxis’s focused data management expertise on custodial and accounting integrations complements Communify’s apps and agents, making it simple for firms to quickly realize the benefits of the MIND AI platform.
The integration of Empaxis means that Communify is now a complete, out-of-the-box solution. Empaxis will unify a firm’s fragmented custody and accounting data, creating the AI-ready foundation needed to immediately deploy trusted, precise MIND AI apps and agents, which are currently deployed in major institutions across the globe. MIND AI is expanding with both deterministic and generative tools, most recently announcing Communify’s Money Map (that includes a Personal Financial Statement PFS); this reinvents client onboarding and adds a layer of automation to client data management.
Conquest Planning
Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, and FP Canada, a national education, certification, and professional oversight organization for financial planners, today announced the launch of “Conquest Ready,” a new professional development course.
The Conquest Ready course, offered by the FP Canada Institute™, trains individuals to follow a disciplined financial planning process and develop financial plans using Conquest’s proprietary platform. The course covers Conquest’s AI-powered planning engine, the Strategic Advice Manager (SAM), which drives personalized, adaptable financial plans that evolve in real time with changing client goals and circumstances.
The Conquest Ready course is available to both new and experienced planners, equipping them to incorporate more meaningful and personalized advice in the financial plans they deliver to their clients. The course, which is eligible for continuing education (CE) credits from FP Canada, is part of the FP Canada Institute’s expanding suite of CE offerings.
D1g1t
d1g1t, a leading enterprise wealth management technology provider, and Mako Financial Technologies, a provider of next-generation workflow technology solutions for the financial services industry, today announced a strategic partnership to deliver unified client management and core portfolio management workflows.
This collaboration brings together Mako’s expertise in digital onboarding, KYC oversight, and operations automation with d1g1t’s institutional-grade analytics engine and unified wealth management platform. Already, Mako and d1g1t have been engaged with several clients to gather feedback and lay groundwork for a fully integrated advisor and client experience.
The partnership is designed to reduce manual processes, enhance data accuracy, and accelerate processing times – ultimately enabling faster revenue realization and real-time data connectivity for advisors. Together, d1g1t and Mako will deliver digitally integrated client and advisor portal data, streamline the migration of large books of business, and uphold institutional-grade compliance standards throughout the process.
Erie Strategic Ventures
Erie Strategic Ventures, the venture capital arm of Erie Insurance (ERIE), today announced investments in two new portfolio companies: Atomic and Feathery.
The Erie Strategic Ventures fund, launched in August 2022, focuses on investing in the personal and commercial insurance value chain, as well as adjacencies that offer potential to deliver value to ERIE, its agents and policyholders. ERIE collaborates with Cerity Partners Ventures, a corporate venture capital management firm, to help oversee and operate Erie Strategic Ventures. The two investments announced today support startups operating at the intersection of technology and financial services.
Atomic offers a full-stack brokerage and wealth management solution purpose-built for financial institutions. Atomic’s position as a licensed RIA and broker-dealer allows financial institutions like credit unions and insurance carriers to leverage Atomic’s technology platform to offer embedded financial solutions to their clients. Feathery provides a flexible, AI-powered data intake platform for financial institutions. Feathery workflows allow intaking data and documents across multiple sources to be validated, formatted and connected to end systems. This unlocks insights and efficiency across traditionally manual processes such as submission intake for insurance underwriting, policy checking and proposal generation for brokers, client onboarding for RIAs and broker-dealers and more.
F2 Strategy
F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, announced today it has acquired HBMJ Consulting LLC (“HBMJ”), a boutique consulting firm based in the New York City metro area. HBMJ specializes in operational scalability, data intelligence and technology transformation for hedge funds, hybrid funds, private credit and other alternative investment firms seeking institutionalization of the back office.
The acquisition follows F2 Strategy’s purchase of Aliter Investment Services earlier this year and represents the next step in the firm’s growth plan. By combining Aliter’s expertise in pooled investment servicing with HBMJ’s capabilities in hedge fund operations and accounting, F2 is building a unified asset management vertical to deliver comprehensive solutions across the sector.
Founded in 2004 by Dan Hunter, HBMJ’s expertise spans system implementation and integration, data and reporting transformation, workflow automation and tactical execution support. The firm helps leading alternative asset managers simplify complexity, scale efficiently and unlock real-time operational insight through optimized technology and processes.
Firstrade
Firstrade, a leading commission-free online brokerage, and Capitalize, the industry’s award-winning platform for digital retirement account rollovers, announced today a new partnership designed to make the 401(k) rollover process easier for Firstrade clients.
Firstrade has integrated Capitalize’s leading Rollover API to help its clients effortlessly roll over legacy 401(k)s into Individual Retirement Accounts (IRAs) directly on the Firstrade platform, allowing them to better keep track of and help grow their retirement savings over time in the same place as where they invest.
The need to help individual savers easily find and roll over legacy retirement accounts continues to grow. The traditional rollover process remains outdated and difficult for most Americans, with almost 75% of savers being unable to complete a rollover on their own resulting in an estimated $2.1 trillion in assets now left behind in 401(k) accounts by job changers. Those who do attempt to roll over often face significant friction and meaningful delays.
Gurobi Optimization
Gurobi Optimization, LLC, the leader in decision intelligence technology, today announced that Canadian fintech company MyGoals is leveraging the Gurobi Optimizer to deliver smarter, more personalized financial planning strategies. By applying advanced mathematical optimization, MyGoals is helping clients maximize after-tax retirement income, balance competing financial goals, and improve long-term legacy outcomes.
Unlike traditional planning tools, which often rely on simple calculators or simulations, MyGoals uses optimization to connect and prioritize multiple client goals, such as retirement, home ownership, education, and legacy, while accounting for complex Canadian tax rules and multiple account types. The result is a highly personalized financial strategy that adapts to each client’s unique needs.
MyGoals models both accumulation and decumulation, showing clients how to contribute during their careers and how to withdraw strategically in retirement. The optimizer also identifies the best timing for government benefits such as CPP, QPP, and OAS.
Integrity
Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the addition of Plan Insights to Ask Integrity®, the industry’s most robust AI-powered and voice-activated customer relationship management solution. Using a conversational interface, Plan Insights offers agents real-time answers to questions about Medicare Advantage and Part D prescription drug plans, allowing for greater precision in determining client needs. This groundbreaking solution is available to all Integrity agents in time for the 2026 Medicare Annual Enrollment Period (AEP) following availability of plan details released by CMS.
Plan Insights is Integrity’s latest enhancement to its groundbreaking AI solution, Ask Integrity, which empowers agents to manage customer relationships more dynamically. Especially relevant during AEP, Plan Insights places access to information about Medicare Advantage and Part D prescription drug plans — including year-over-year plan changes — at an agent’s fingertips. Agents can instantly confirm plan details, such as copays, deductibles, out-of-pocket maximums and more. By incorporating Plan Insights into meeting preparations, agents can feel more confident in offering expert guidance to clients about plans that best serve their needs.
Ask Integrity helps agents feel fully prepared for every opportunity to serve by leveraging data analysis and intelligence into an easily accessible digital assistant. Features include instant, voice-activated access to each client’s healthcare and drug coverage and medications, as well as preferences. Ask Integrity also generates automated call summaries, client background information and meeting minutes. In addition, agents can benefit from a predictive analytics model that determines which clients may be most interested in switching coverage, making it possible to prioritize outreach. All features of Ask Integrity are accessed through IntegrityCONNECT® — an all-in-one technology platform and growth engine designed to transform agents’ ability to serve clients and grow their business.
Mesh Digital
Mesh Digital LLC announced the formal launch of its unified operating system approach, offering regulated and scale-minded enterprises a faster way to turn vision into measurable outcomes: one that merges ecosystem strategy, adaptive sprints, and capital architecture into a single accountable path.
Today companies are forced to navigate a fractured and inefficient landscape of specialized advisors. This creates friction, slows momentum, and dilutes a founder or leaders’ vision. This legacy, siloed approach creates dangerous handoffs, costly delays, and fundamental dilution of intent. Firms don’t need another advisor; they need a single, accountable partner that owns the outcome from start to finish.
Mesh defines and navigates the new competitive landscape: decentralized networks of collaborating and even competing ecosystems where value is created through interconnection across customers, partners, platforms, and capital. Agile, autonomous teams that integrate strategy, capital, and delivery into adaptive sprints, eliminating silos, accelerating outcomes, and tying every increment to board-grade KPIs and real-time telemetry.
Orion
Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, today announced the launch of Tailored Allocation Portfolios, a new offering that enables financial advisors to deliver tax-aware, personalized portfolios at scale – without incurring the traditional out-of-pocket costs associated with direct indexing.
Tailored Allocation Portfolios combine the flexibility of Orion’s Custom Indexing offering with professionally managed ETF and mutual fund model portfolios from third-party strategists, including First Trust Advisors, Janus Henderson, and Russell Investments, with additional firms expected. These strategists provide a range of ETF and mutual fund model portfolios – from conservative income to aggressive growth – that advisors can adopt based on client needs.
Designed for clients with concentrated positions, legacy holdings, or unique tax sensitivities, Tailored Allocation Portfolios use Orion’s proprietary tax-transition technology to gradually migrate assets into professionally managed ETF or mutual fund-based model portfolios. This approach helps manage capital gains and improve after-tax outcomes, enabling greater personalization without disrupting efficiency. The solution is offered at no additional cost to advisors or clients. Participating asset managers fund the platform, removing the separate direct indexing fee typically passed on to investors.
RedBlack
RedBlack, a leading provider of wealth technology and managed services, today announced several new advanced cash management capabilities to its award-winning rebalancing and trading platform, further addressing advisors’ comprehensive cash management needs.
As RIAs are increasingly challenged with a mix of portfolio strategies that span single accounts to complex households, cash management often becomes a manual, time-consuming and error-prone process. In response, RedBlack has introduced several new features and functionality into its rebalancing and trading platform to address these challenges and simplify cash management.
Salesforce
Salesforce (NYSE: CRM) and Anthropic today announced a major expansion of their strategic partnership to deliver trusted, enterprise-grade AI for regulated and data-sensitive industries.
This expanded partnership introduces three new major initiatives. One, Anthropic’s Claude, one of the world’s most powerful families of AI models, is a foundational model for Salesforce’s Agentforce 360 Platform. Building on this foundation, Claude can now be used as a preferred AI model for regulated industries, including financial services, healthcare, cybersecurity, and life sciences, while keeping sensitive data and workloads secure within Salesforce’s trusted environment. Companies like CrowdStrike and RBC Wealth Management are already using Claude in Agentforce to create new AI-powered customer experiences and workflows.
Two, Anthropic and Salesforce will collaborate on industry-specific AI solutions for regulated industries via the Agentforce 360 Platform, beginning with financial services. Three, Salesforce and Anthropic are deeply integrating Claude and Slack to give users access to leading AI experiences in their preferred work apps, with plans to bring Agentforce 360 into Claude.
SMArtX Advisory Solutions
SMArtX Advisory Solutions (“SMArtX”), a leading platform for enterprise managed accounts technology, today announced major enhancements to its Tax Loss Harvesting tool, enabling advisors and firms to execute tax loss harvesting at scale with automation, accuracy, and ease.
Tax loss harvesting, often a resource intensive and manual task for wealth managers, is now streamlined through SMArtX’s automation. The updated tool allows firms to optimize tax efficiency across households and individual accounts, while freeing advisors to focus on delivering meaningful client outcomes.
The enhanced tax loss harvesting capabilities are now available to all enterprise partners and advisors with SMArtX access.
SMArtX Advisory Solutions
SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 5 new strategies from four leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,561 strategies from 320 distinguished asset management firms.
Newcomer Convexitas added an options strategy. John Hancock Investment Management, Nuveen Asset Management, and ZEGA Investments also expanded their current offerings to respectively include all cap core, small cap core, international value ADR, and a tactical ETF options strategies.
Webull
Webull (NASDAQ: BULL), an online investment platform, today announced the launch of corporate bond trading for U.S. customers. Investors are now able to buy and sell individual corporate bonds directly on Webull’s desktop and mobile platforms.
This expansion builds on Webull’s previous rollout of U.S. government bonds, marking a key milestone in the company’s fixed income strategy and reaffirms Webull’s commitment to maintaining one of the most competitive pricing models in the industry. With corporate bond transaction spreads set at just 0.10% (with a $10/trade minimum), Webull positions itself among the most cost-effective platforms for retail access to the corporate bond market. Predictable interest payments and principal returned at maturity also make corporate bonds attractive to long-term investors who value stability and steady returns.
Webull’s offerings include investment-grade and high-yield corporate bonds, all denominated in U.S. dollars and rated by S&P. Bonds must meet liquidity and credit quality criteria to be listed. This feature is available exclusively to Webull’s U.S. customers, with plans for expansion to additional regions in the future.
Zocks
Zocks, the privacy-first AI assistant for financial advisors, and CreativeOne, a Kansas City-based independent insurance marketing organization (IMO), today announced their strategic partnership.
The collaboration gives CreativeOne-affiliated advisors access to a proprietary suite of AI-driven tools designed to optimize practice management, improve communication, and uncover new business opportunities. These capabilities are aligned with CreativeOne’s ongoing commitment to help advisors work smarter — not harder — while preserving the personal connection at the heart of every client relationship.
Zocks helps advisors deliver personalized advice to more clients and move faster from client conversation to account planning and execution. It automates time-consuming administrative tasks, including meeting preparation and follow-up; client onboarding, such as intake forms and account openings; and contextual responses to client emails.
