---
description: Get detailed information about Zocks usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra Israel.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Zocks Price, Reviews & Ratings - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [Meeting Software](/directory/30802/meeting/software) > [Zocks](/software/1078265/Zocks)

# Zocks

Canonical: https://www.capterra.co.il/software/1078265/Zocks

> Cloud-based AI assistant for financial advisors that automates meeting notes, CRM updates, client emails, form filling, and document.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Zocks?

Solo advisors, mid-size practices, and enterprise advisory firms in wealth management, financial planning, life insurance, and tax planning. Serves RIAs, broker-dealers, and large firms.

## About the vendor

- **Company**: Zocks

## Commercial Context

- **Starting Price**: US$80.00
- **Pricing model**: Per User
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: Dutch, English, French, German, Hindi, Italian, Japanese, Portuguese, Russian, Spanish
- **Available Countries**: Canada, United States

## Features

- Agenda Management
- Host Controls
- Meeting Preparation Tools
- Recording

## Integrations (52 total)

- AdvisorEngine
- AdvisorEngine CRM
- Agentforce
- Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
- Black Diamond Wealth Platform
- Box
- ChatGPT
- Claude
- Dynamics 365 Sales
- EMoney
- Envestnet | MoneyGuide
- Envestnet | Tamarac
- Global Relay Archive
- GoTo Connect
- Google Workspace

... and 37 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- 24/7 (Live rep)
- Chat

## Category

- [Meeting Software](https://www.capterra.co.il/directory/30802/meeting/software)

## Alternatives

1. [Microsoft Teams](https://www.capterra.co.il/software/168668/microsoft-teams) — 4.5/5 (11166 reviews)
2. [Zoom Workplace](https://www.capterra.co.il/software/144037/zoom-video-conferencing) — 4.6/5 (14688 reviews)
3. [Google Workspace](https://www.capterra.co.il/software/168389/google-workspace) — 4.7/5 (17731 reviews)
4. [Google Meet](https://www.capterra.co.il/software/176572/google-hangouts) — 4.5/5 (12178 reviews)
5. [Slack](https://www.capterra.co.il/software/135003/slack) — 4.7/5 (24219 reviews)

## Links

- [View on Capterra](https://www.capterra.co.il/software/1078265/Zocks)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10031677/Zocks/> |
| en-AE | <https://www.capterra.ae/software/1078265/Zocks> |
| en-AU | <https://www.capterra.com.au/software/1078265/Zocks> |
| en-CA | <https://www.capterra.ca/software/1078265/Zocks> |
| en-GB | <https://www.capterra.co.uk/software/1078265/Zocks> |
| en-IE | <https://www.capterra.ie/software/1078265/Zocks> |
| en-IL | <https://www.capterra.co.il/software/1078265/Zocks> |
| en-IN | <https://www.capterra.in/software/1078265/Zocks> |
| en-NZ | <https://www.capterra.co.nz/software/1078265/Zocks> |
| en-SG | <https://www.capterra.com.sg/software/1078265/Zocks> |
| en-ZA | <https://www.capterra.co.za/software/1078265/Zocks> |

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