Zocks vs Ninety

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

Stay Focused with My 90 Begin your day with the My 90 home page, designed to highlight your top-priority tasks and objectives. This intuitive dashboard ensures you concentrate on what matters most, eliminating distractions and enhancing productivity. Effortless Issue Management Navigate complex projects with ease by accessing a unified list of Issues across all your teams. This centralized view allows for quick assessment and prioritization, ensuring critical matters receive prompt attention. Track Your Rocks and Milestones Keep your essential goals and Milestones at your fingertips. Monitor progress, update statuses, and maintain team alignment effortlessly, ensuring everyone stays on course to achieve key objectives. Seamless Creation of Action Items From To-Dos and Issues to Rocks and Milestones, the Ninety app enables you to create and assign tasks directly from your mobile device. Capture ideas and responsibilities on the go, ensuring nothing important is overlooked. Prepare for Success with Quarterly Discussions and Assessments Engage in 1-on-1 discussions and set new goals from anywhere. The app facilitates thorough preparation for Quarterly Discussions and assessments, promoting continuous improvement and accountability within your team. Designed for Paid Plan Users The Ninety mobile app is available exclusively to customers on a paid plan, providing full access to all features. Free plan users can download the app but will not have access to its functionalities. Why Choose Ninety? Ninety is more than just a productivity tool; it's a comprehensive business operating system trusted by thousands of companies to enhance focus, alignment, and growth. Transform your team's efficiency and stay connected, no matter where you are. Download the Ninety mobile app today and lead your team to success from the palm of your hand.