Zocks vs SpotPro Pocket

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

SpotPro Pocket is the phone app for SpotPro shops. Sign in with your shop account. Look up a coin from a photo, weigh scrap, add a piece to inventory, scan a tag, check a sell price, and join a NumisNexus buy — without sitting at the counter computer. This is not a public collector app. You need an active SpotPro subscription. LOOK UP Photo a coin, note, or bullion. See prices and an offer. SCRAP Gold and silver by weight. Sends into NumisNexus. ADD TO INVENTORY Use AI photos to fill a new stock ticket. PRICE CHECK Scan a shop barcode. Your sell price. TAG & SCAN Stick a tag, scan, fill the piece. JOIN BUY Walk into an open NumisNexus buy on this phone. Stay signed in on this device. Face ID or fingerprint unlocks the saved shop login. It does not replace your account. SpotPro is coin and bullion dealer software from The Coin Shop in Brighton, Michigan. Counter POS, inventory, ExtraCoins, wholesale, and CDX Auction stay on the shop computer. This app is the pocket set of those tools. Questions: spotpro.us/contact · +1 248-446-1445 · info@spotpro.us