Investment Executive

Tech roundup: Notetaking AI launches new features, to add Canadian data centre

Notetaking AI app Zocks launched new features that can automatically transfer information from client meetings to a ...
Morningstar

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

New AI-powered capabilities enable advisors to provide advice faster, gain more clients, and increase the success rate of associate advisors Zocks, the privacy-first AI assistant for financial ...
Financial Planning

A brand-new client is onboarding — what should you tell them to bring?

At a fundamental level, financial planning requires a great deal of information about clients' income, assets, insurance and taxes. A financial advisor who wins the business of an incoming customer ...

Holistiplan and Zocks Announce Strategic Partnership to Streamline Advisor Workflows Through AI-Powered Automation

Holistiplan's tax planning data and insights are now integrated into the Zocks AI platform. COLLEGE STATION, TEXAS / ACCESS Newswire / September 30, 2025 / Holistiplan, the leading tax planning softwa ...

Are Your Clients Prepared for Estate Planning? Here's What to Know

A complete estate plan is an essential step in the financial planning process that is often overlooked. Coaching clients through the process and revisiting their estate plan regularly can help them ...