FC Command Center vs Zocks

The Command Center mobile app serves active-duty service members, military families, and veterans with a real‐time view of finances across all supported accounts, all in one place. Get secure access to essential insights about your investments, insurance, and banking, whether they’re held with First Command Financial Services or linked to other institutions. With your financial overview right at your fingertips, you can collaborate confidently with your First Command Advisor and stay engaged with your plans and goals. Features: Manage Your Money • View all your First Command accounts and performance insights at glance • Connect and track your external accounts • Share account visibility with household members to collaborate on financial goals Stay Informed • Opt in to paperless e-delivery of your statements and tax documents • Access digital copies of your account statements and tax documents Communicate Securely • Send secure direct messages to your First Command Advisor • Share files with your First Command Advisor Security and Account Access • Log in conveniently with Face ID® and Touch ID® • Change login credentials anytime • Access your accounts 24 hours a day Need help? Call 1-800-443-2104 or email ClientServicesInbox@firstcommand.com.

The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone. Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you can focus on your clients. Trusted by thousands of advisors at leading firms including Commonwealth, Carson, Osaic, and RFG. MEETING PREP ANYWHERE - Get AI-generated prep notes pulling data from your CRM, emails, and past conversations - Review client history, action items, and discussion topics at a glance - See meeting participants and context - Send personalized prep emails directly from your phone - Perfect for last-minute reviews or when clients move meetings up CAPTURE EVERY CONVERSATION - One-tap voice recording for any client interaction - Add or remove participants during recording for accurate speaker attribution - Works for scheduled meetings and impromptu conversations - Privacy-first and FINRA compliant STAY ORGANIZED ON THE GO - View all upcoming meetings in one place - Calendar sync with meeting type indicators Join thousands of financial advisors saving 10+ hours every week. Download Zocks and transform how you work with clients. Questions? Contact support@zocks.io or visit zocks.io