Zocks vs GeoWealth

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

This app is designed exclusively for Financial Advisors that utilize the GeoWealth platform and their clients. View consolidated investment information and documents on the go with GeoWealth’s app. As a Financial Advisor, View your Assets Under Management, Asset Flows and trading Service Requests across your book of business Access your Households, Clients, Prospects, and Groups and all related Account details, including asset allocation, performance, portfolios, holdings, and transactions Search across Households, Clients, Prospects, and Groups to view contact information and access each contact’s documents As a Client of a Financial Advisor that uses GeoWealth: View your Account details, related activity, and performance information See asset allocation at the Household, Client, Account, and Portfolio levels, depending on your data permissions within the app Access documents shared to you by your Financial Advisor GeoWealth’s app is only available by invite from your Financial Advisor. If you already have access, download the app and log in to get started today.= ABOUT GEOWEALTH GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Learn more at geowealth.com.