[ Zocks Reviews ](https://www.g2.com/products/zocks/reviews) [ Zocks Reviews ](https://www.g2.com/products/zocks/reviews) # Zocks Pricing Overview [Editedit](https://my.g2.com/zocks/pricings) Free Trial ## Zocks Pricing Key Insights Last updated on Apr 29, 2026 * * * Zocks offers **3 pricing editions** , starting from **$67** to **$184**. Zocks pricing tiers are designed to support different usage levels and team sizes. Zocks also offers a **free trial**. Compare the Zocks pricing table below to figure out the best fit for your needs. Some plans may require you to contact **Zocks** for **custom pricing**. * * * Essentials — $67 / 1 User Per Month Professional — $117 / 1 User Per Month Ultimate — $184 / 1 User Per Month Rated 4.7 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Essentials Starting at $67.00 1 User Per Month Capture notes without recordings & free up time to focus on clients - Meeting preparation - AI Note-taking - CRM integration - Financial planning integration - Portfolio management integration - Pre-meeting and follow-up emails - Unlimited meetings - Pricing is per user/month billed annually Show More Ultimate Starting at $184.00 1 User Per Month Automate advanced client servicing workflows at scale - EVERYTHING IN PROFESSIONAL and more: - Automatically write replies to client emails - Identify opportunities in your book of business - Automatically schedule meetings, create client reports & more - Three AI training sessions - Pricing is per user/month billed annually Show More Professional Starting at $117.00 1 User Per Month Automate meeting & other client workflows across your firm - EVERYTHING IN ESSENTIALS and more: - Automatically fill out forms - Reporting and analytics - Client profiles - Advisor coaching center - Team collaboration & sharing - Dedicated admin assistant seats - Premium support - One AI training session - Pricing is per user/month billed annually Show More ESSENTIALS Capture notes without recordings & free up time to focus on clients PROFESSIONAL Automate meetings & other client workflows across your firm ULTIMATE Automate advanced client servicing workflows at scale ENTERPRISE PLATFORM - Contact Us Roll out to thousands of advisors, set custom policies across your organization, integrate with custom systems & get the client data you need to grow AUM Pricing information for Zocks is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Zocks must be conducted with the seller. - Pricing is per user/month billed annually - Book a demo: https://www.zocks.io/book-your-demo?utm\_source=g2&utm\_campaign=g2 Pricing information was last updated on March 11, 2026 Show More ## Zocks Pricing FAQs Generated using AI Is Zocks free, or does it offer a free trial? Zocks does not offer a permanent free plan, but it does provide a free trial that lets users to test the product before committing to a paid plan. Trial availability and duration may vary, so users should review the seller's official pricing page for the most current details. How much does Zocks cost in 2026? According to G2 data, Zocks pricing in 2026 starts at $67.00 and can reach $184.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the Zocks's official pricing page for the most current details. Who is Zocks pricing best suited for? Based on G2 reviewer demographics and feedback, Zocks's pricing is best suited for small business financial advisors and advisory firms with fewer than 50 employees, who represent the vast majority of reviewers. These users consistently praise Zocks's Essentials and Professional tiers for delivering immediate time savings on note-taking and client follow-ups. G2 reviews of Zocks also show adoption among mid-market financial services firms seeking team collaboration and CRM automation, aligning well with the Professional tier. The Ultimate tier suits larger or growth-focused advisory practices needing advanced workflow automation. Zocks is purpose-built for financial services, making it less ideal for users outside that industry. What are the key differences between the free and paid versions of Zocks? Zocks does not offer a permanent free version, but a free trial is available for evaluation. Zocks's paid plans begin with the Essentials tier at $67.00 per user per month billed annually, covering AI note-taking, CRM integration, meeting prep, and unlimited meetings. The Professional tier at $117.00 per month adds form automation, analytics, client profiles, team collaboration, and premium support. Zocks's Ultimate tier at $184.00 per month unlocks automated email replies, opportunity identification, and advanced scheduling. G2 reviewers note that even the entry-level Essentials tier delivers meaningful time savings, with higher tiers offering firm-wide workflow automation at scale. Is Zocks considered good value for its pricing? G2 reviewers overwhelmingly indicate that Zocks delivers strong value despite its premium pricing. Users frequently cite saving 1 to 4 hours per week on note-taking, meeting prep, and follow-up emails as justification for the cost. One G2 reviewer noted the price initially gave pause but quickly became worthwhile once time savings became apparent. Another described Zocks's pricing as comparable to a prior service while offering significantly more integration capability. A small number of G2 users flagged the price as slightly high, but high average ratings alongside these comments suggest Zocks is viewed as a premium investment that consistently delivers on its core promises for financial advisors. ## Top-Rated Alternatives [ ![GReminders](https://images.g2crowd.com/uploads/product/hd_favicon/4716c972a242cd0db93f1d54fa2db1c0/greminders.svg "GReminders") GReminders 4.6/5(697) ](https://www.g2.com/products/greminders/reviews) [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5(227) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ ![Jump](https://images.g2crowd.com/uploads/product/hd_favicon/457858f96916fd6a6581246df95a5538/jump-2026-06-29.svg "Jump") Jump 4.7/5(103) ](https://www.g2.com/products/jump-2026-06-29/reviews) [ View All Alternatives ](https://www.g2.com/products/zocks/competitors/alternatives) ## Zocks Pricing Reviews (2) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 11/7/2025 More Options - "Outstanding Tool That Enhances Operational Effiiciency with our Collaborative Office" 5/5 What do you like best about Zocks? Zocks has truly transformed the way we operate our Special Needs Financial Planning business, and we couldn't be more thrilled! As a collaborative team, effective communication and detailed notetaking during meetings are crucial to our success. Zocks has been a complete game changer in this regard. Before Zocks, our team spent countless hours meticulously taking notes and organizing information from our meetings. This was a necessary but time-consuming task that often ate into our productivity. However, with Zocks' intuitive software, we've managed to reclaim over 10 hours per week that we would have otherwise spent on notetaking. This incredible efficiency boost has allowed us to focus more on what truly matters – providing exceptional service and support to our clients. The user-friendly interface and seamless integration into our existing workflows make Zocks an indispensable tool for our team. It captures and organizes meeting notes effortlessly, ensuring that we never miss a detail. The collaborative features also enable our team members to stay in sync, enhancing our overall productivity and client satisfaction. In a fast-paced business like ours, where precision and collaboration are key, Zocks has proven to be an invaluable asset. We highly recommend it to any business looking to streamline their operations and maximize efficiency. Thank you, Zocks, for revolutionizing our notetaking process and giving us back valuable time each week! Review collected by and hosted on G2.com. What do you dislike about Zocks? It is slow to generate corrections and you can not add multiple Redtail Subcribers at the same time when you are saving the note to your CRM Review collected by and hosted on G2.com. What problems is Zocks solving and how is that benefiting you? Zocks has given us precious time back. It has drastically reduced the time that we spend on taking client meeting notes. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Thomas T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Thomas T.") TT Thomas T. Financial Advisor, Partner Small-Business (50 or fewer emp.) 7/7/2026 More Options - "Okay Notes and Summaries, But needs many changes!" 1.5/5 What do you like best about Zocks? Notetaking, customizable notes, summaries Review collected by and hosted on G2.com. What do you dislike about Zocks? Many things: 1. When I enter the 2-factor authentication code during login, I still have to press the "Done" button—an extra step that isn’t required in many other programs and should be totally unnecessary -- I guess AI can’t figure out that I’ve already entered the correct code; it needs my help??? 2. The "Find and Replace" link isn't inside the "Edit" link; it took me a while to figure out where it was, I sure thought that "Find and Replace" is an edit function!!!! 3. When Zocks join me for an unscheduled client call, it won't allow me to edit the client's name in the Meeting Summary, nor put in the correct email address for the client. I have to copy the Meeting notes, put it into a Word doc, edit it there and then copy and paste that into the client's WealthBox client file; totally unnecessary steps. 4. I have questioned the reliability of Zocks. I record client meeting on my phone being told that is better, but even that sometimes doesn't record the meeting (a fact I don't find out until later) and I have to reproduce the notes myself. I've been told that the recording though my PC during the meeting isn't as effective, especially using the PC to wirelessly project various document onto a screen. 5. The summaries are too repetitive in the points: the same thing shows up in different areas making the summaries too long. Review collected by and hosted on G2.com. What problems is Zocks solving and how is that benefiting you? I used JUMP before and finding it much more user-friendly. I feel I have regressed in the AI capability of note taking, etc. But this the program that our firm is using. Review collected by and hosted on G2.com. Show More Response from Connie Moyle of Zocks [Editedit](https://www.g2.com/survey_responses/zocks-review-13072216/official_response/edit) Hi there - We appreciate your honest and detailed feedback. We take your concerns seriously, and a Zocks team member has reached out directly to help. Thank you so much! Current UserValidated ReviewerIncentivizedSource: Seller invite ##### Categories on G2 [ AI Assistants for Financial Services ](https://www.g2.com/categories/ai-assistants-for-financial-services) ##### Explore More [ What Contact Center AI Observability platforms provide confusion matrices and automated regression testing for chatbot quality management? ](https://www.g2.com/discussions/what-contact-center-ai-observability-platforms-provide-confusion-matrices-and-automated-regression-testing-for-chatbot-quality-management)[ Best accounts payable automation solutions ](https://www.g2.com/discussions/best-accounts-payable-automation-solutions)[ What lead retrieval solutions work well for a sales team attending multiple events and needing to centralize all captured leads in one view regardless of which event they came from? ](https://www.g2.com/discussions/what-lead-retrieval-solutions-work-well-for-a-sales-team-attending-multiple-events-and-needing-to-centralize-all-captured-leads-in-one-view-regardless-of-which-event-they-came-from) [ Most popular sales enablement solution ](https://www.g2.com/discussions/most-popular-sales-enablement-solution-what-are-teams-actually-using)[ What is the smartest decision making software for a small business owner who needs to analyze data and make better choices without being an Excel expert? ](https://www.g2.com/discussions/what-is-the-smartest-decision-making-software-for-a-small-business-owner-who-needs-to-analyze-data-and-make-better-choices-without-being-an-excel-expert)[ How regularly does Alteryx deliver new features and platform updates that support enterprise-scale analytics? ](https://www.g2.com/discussions/how-regularly-does-alteryx-deliver-new-features-and-platform-updates-that-support-enterprise-scale-analytics) Show More [ What Contact Center AI Observability platforms provide confusion matrices and automated regression testing for chatbot quality management? ](https://www.g2.com/discussions/what-contact-center-ai-observability-platforms-provide-confusion-matrices-and-automated-regression-testing-for-chatbot-quality-management)[ Best accounts payable automation solutions ](https://www.g2.com/discussions/best-accounts-payable-automation-solutions)[ What lead retrieval solutions work well for a sales team attending multiple events and needing to centralize all captured leads in one view regardless of which event they came from? ](https://www.g2.com/discussions/what-lead-retrieval-solutions-work-well-for-a-sales-team-attending-multiple-events-and-needing-to-centralize-all-captured-leads-in-one-view-regardless-of-which-event-they-came-from) [ Most popular sales enablement solution ](https://www.g2.com/discussions/most-popular-sales-enablement-solution-what-are-teams-actually-using)[ What is the smartest decision making software for a small business owner who needs to analyze data and make better choices without being an Excel expert? ](https://www.g2.com/discussions/what-is-the-smartest-decision-making-software-for-a-small-business-owner-who-needs-to-analyze-data-and-make-better-choices-without-being-an-excel-expert)[ How regularly does Alteryx deliver new features and platform updates that support enterprise-scale analytics? ](https://www.g2.com/discussions/how-regularly-does-alteryx-deliver-new-features-and-platform-updates-that-support-enterprise-scale-analytics)