HOLMDEL, N.J. – July 22, 2025 – In the Wealth Solutions Report roundup, Zocks unveils its integration with PreciseFP, enabling advisors to automate data collection, sync client conversations into fact-finders and account-opening workflows and eliminate manual entries from onboarding.
Read the full article here.
About Zocks
Zocks is the AI assistant for financial advisors. The company’s platform saves advisors 10 hours a week by automating their meeting notes, intake forms, client emails & more. This enterprise-ready solution transforms client conversations into structured, actionable intelligence for firms of any size. To learn more and start a free trial, visit zocks.io.
About Docupace
PreciseFP was acquired by Docupace in September 2021, advancing the company’s mission to deliver an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. Docupace is a software solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting and enhance the experience of advisors and investors.
For more information, please visit www.docupace.com.
Media Contacts:
Ryan George
Chief Marketing Officer
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
