Zocks lists $67, $117 and $184 per user a month on annual billing for Essentials, Professional and Ultimate ($80, $140 and $220 billed monthly), with Enterprise quoted. Archive integrations start at Professional, so archiving effectively adds about $50 per adviser per month. Zapier needs Ultimate, and a dedicated assistant seat is $25 a month.
Third-party figures disagree with each other and with the vendor, and some pages still describe the pricing as contact-sales only. What you pay depends on three choices: which plan includes the archive connection your compliance team needs, how many assistants need seats, and whether you need Zapier or an API. The prices here were read on Zocks' own page in early November 2026. The page's comparison table uses ticks and crosses, so re-check the rows that matter to you before signing.
What Zocks lists, and why other sources quote something else
A buyer who searches finds several different sets of numbers. They are not all wrong; they come from different dates, and some are estimates.
| Source and date | What it says | Why it may differ |
|---|---|---|
| Zocks' pricing page, November 2026 | Essentials $67, Professional $117, Ultimate $184 per user a month on annual billing; $80, $140 and $220 on monthly billing; Enterprise by contact | The vendor's own list, though the feature table uses icons |
| InvestmentNews article, 9 January 2026 | Basic tier from $67 a month, higher tier $184 | Matches the annual-billing list; it does not cover archiving costs |
| A review site, updated 30 October 2026 | "Contact sales"; typical cost $100 to $250 per adviser a month; annual contracts standard | A broad estimate; it does not name tiers |
The review site's range does not line up with the vendor's list of $67 to $220, and the site itself says its pricing is editorial analysis rather than hands-on testing. I cannot tell what the range includes, so read it as a rounded guess. Use the vendor's table to build your budget, then ask the sales team to confirm it in a written quote. For how the same AI notetaker market compares on cost, the guide to Wealthbox's notetaker against standalone tools is the next read: the January 2026 article above put Wealthbox's built-in notetaker and Altruist's Hazel at around $50 a month, which is the price compression the standalone tools are answering.
Archiving is priced by plan, not as a line item
On the page I read, the archive row works like this. Smarsh, Proofpoint and Global Relay integrations are listed as included on Professional and Ultimate and not on Essentials. A row for transcript and meeting result archiving follows the same pattern. An "Alternative archive" for firms using a different service sits under Enterprise with a contact-us button. Zocks also says it does not record client conversations, so the archived item is the transcript and meeting result rather than audio or video.
That makes the archive price a plan difference you can calculate: Professional minus Essentials is $50 a month per user on annual billing ($117 less $67) or $60 on monthly billing ($140 less $80). It is not a clean archive price, because Professional also bundles audit logs, personal-data redaction, configurable consent and compliance settings, customisable retention policies, single sign-on, team features, premium support and one onboarding session. If your compliance officer needs the archive connection, the question is whether Professional's whole package is worth $50 more per adviser, not whether the archive costs $50.
Two things the page does not say. It does not say that the archive service itself is included; Smarsh, Proofpoint and Global Relay are separate products with their own subscriptions, so your budget needs a second line for them. And it does not say whether Zocks charges for setting up the connection. If your archive is not one of the three Zocks names, treat the Enterprise route as the likely one and ask for a price before you commit. For the compliance side of the choice, the comparison of Jump and Zocks on compliance set-up covers consent and review in more depth, and the guide to AI note takers for financial advisers explains why the record matters.
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Buy nowThe integrations list is long, and only a few items change the price
The page's comparison table lists the same long set of integrations across Essentials, Professional and Ultimate, so for most firms integrations are not what moves the price. Grouped, they run as follows.
- Meetings and phone: Zoom (native plug-in), Microsoft Teams, Google Meet, Webex and uploaded recordings; mobile and landline calls, Zoom Phone and RingCentral.
- CRMs: Salesforce, Wealthbox, Redtail, HubSpot, Microsoft Dynamics 365, Practifi, SmartOffice, three Black Diamond products, XLR8 and AdvisorEngine.
- Planning and reporting: eMoney, RightCapital, Conquest, Holistiplan, Orion and Black Diamond Wealth Platform, with Wealth.com for estate planning.
- Onboarding, documents and email: PreciseFP, Schwab Advisor Services, Box, SharePoint, Outlook, Gmail, Exchange mail and Outlook and Google calendars.
The items that do change the price are few. Zapier, which the page describes as connecting to more than 8,000 apps with custom workflows triggered when a meeting finishes, is Ultimate only. The suite of REST APIs for custom systems is an Enterprise item with a contact-us button, as is data storage in a custom geography. The dedicated admin assistant seat costs $25 a month on Professional and Ultimate, with a limit of five meetings a month listed against assistants, which is worth asking about. Single sign-on and the audit logs sit at Professional.
A long list says little about depth, so test one thing: what is written back, and where. A customer quote on Zocks' homepage cites more than 370 fields synchronised into eMoney, and the same page says Zocks updates hundreds of fields in your planning tool. Those are the vendor's own figures, so ask for the field list for your system. A CRM can be on the list and still receive only a note. One review site advises verifying integration depth for niche CRMs, which is sensible. The guide to what is built into an adviser CRM and what is bolted on sets out how to judge that.
What a firm pays: three scenarios for four advisers and two assistants
Take an illustrative six-person firm: four advisers who each use the tool, plus two assistants who need seats where the plan allows. The numbers use the vendor's list from early November 2026 and ignore tax, the archive vendor's fee and internal time.
| Scenario | Plan and billing | Monthly | Annual | What you get that the cheaper plan lacks |
|---|---|---|---|---|
| Lean | Essentials, annual: 4 × $67 | $268 | $3,216 | Baseline notes and CRM updates; no archive connection, no assistant seats |
| Archive-ready | Professional, annual: 4 × $117 plus 2 × $25 | $518 | $6,216 | Archive integrations, audit logs, consent controls, retention settings, assistant seats |
| Archive-ready, paid monthly | Professional, monthly: 4 × $140 plus 2 × $25 | $610 | $7,320 | Same features; $1,104 more a year than annual billing |
| Automation | Ultimate, annual: 4 × $184 plus 2 × $25 | $786 | $9,432 | Zapier, custom templates, drafted client email replies, three onboarding sessions |
Three readings come out of the table. Annual billing is the page's "2 months free", worth $1,104 a year here. The step from Professional to Ultimate is $67 a month per adviser, or $3,216 a year across four, and buys Zapier and the email features, so it should depend on whether you will actually build workflows. And the step from Essentials to Professional is the one a regulated firm often has to take, because it is where the archive connection appears. Whether your firm must retain these records is a question for your compliance team and your regulator's rules, not for a price table.
What changes as the firm grows, and what else costs about the same
Per-seat prices scale in a straight line, so the question at larger firms is when to ask for something better than list. On Professional with annual billing, the bill at illustrative firm sizes is:
| Advisers using it | Professional, annual billing | Per year |
|---|---|---|
| 5 | 5 × $117 × 12 | $7,020 |
| 10 | 10 × $117 × 12 | $14,040 |
| 25 | 25 × $117 × 12 | $35,100 |
| 50 | 50 × $117 × 12 | $70,200 |
The page describes Enterprise as a roll-out to thousands of advisers with custom policies, so a ten-seat firm will not get Enterprise treatment. But at 25 or more seats it is reasonable to ask for volume pricing, a multi-year price cap and extra onboarding sessions in writing. Per-seat fees compound quickly, so that is the moment to ask.
Zocks also sits among cheaper options, depending on what you need. The January 2026 InvestmentNews article put generic tools such as Fireflies, Fathom and Zoom's native AI at free or about $20 a month for a paid tier, Wealthbox's built-in notetaker and Altruist's Hazel at around $50, Finmate AI's basic tier at $76 and Jump's at $75, with a $120 Jump plan adding meeting scorecards. Those are start-of-the-range figures from one article, dated, and they say nothing about archive connections or the depth of the CRM sync. They are a reason to price your must-haves, not your nice-to-haves, across two or three tools.
Costs around the licence that the plan table does not show
- The archive vendor. Smarsh, Proofpoint and Global Relay are separate products. If your firm already has a contract with one of them, the Zocks connection adds little; if it has none, the archive may cost more than the step from Essentials to Professional.
- Seats for assistants. At $25 a month each, two assistants add $600 a year. Ask whether an assistant who only reviews notes needs a seat at all.
- Set-up time. Professional lists one onboarding session and Ultimate three. Budget your own hours on top for consent wording, templates and CRM field mapping. A firm that has never captured client consent for an AI notetaker needs the longest.
- Review time. Every note still gets read before it enters the record. That cost is yours, and the quick sum below depends on it.
- A trial that bills. The page lists a 14-day free trial and its FAQ says a card is required, so diarise day 12 as the decision day.
The assistant seat needs its own sum. The comparison table lists five meetings a month for admin assistants, against unlimited meetings on adviser seats. Say one of the two assistants runs about 12 short review calls with clients a month while an adviser is away. That is more than five, so either those calls go through a full Professional seat at $117 rather than $25, or the assistant only prepares and files notes. On these illustrative numbers the full seat adds $92 a month, $1,104 a year. Ask the rep whether a sixth meeting is blocked, billed or counted against an adviser before you budget for the cheaper seat.
Here is an illustrative payback sum for one adviser on Professional. Suppose 60 client meetings a month, with notes and follow-up taking 14 minutes by hand and 5 minutes with Zocks including review, a saving of 9 minutes a meeting. That is 540 minutes, or 9 hours a month. At an internal cost of $60 an hour it is worth $540 against $117 for the seat, or $142 with a shared $25 assistant seat. Cut the saving to 3 minutes a meeting and it is worth $180, which still covers the seat but not much more. Measure your own minutes in the trial; the saving per meeting is the number that decides everything. For turning a draft into a signed note, the guide to AI file notes from adviser meetings has the sign-off steps.
Put the three rows that decide your plan in writing
The comparison table uses ticks and crosses and runs to more than a hundred rows, so a misread row is easy. Before you sign, send the rep an email that names the plan and the rows you are relying on, and keep the reply. A vague request gets a vague answer: "Does the plan include archiving?" An exact one gets a commitment. Illustrative wording:
Hi [first name], we are comparing Professional at $117 per user a month on annual billing for four advisers and two assistants. Please confirm in writing that this plan includes: (1) the integration with our archive, [archive name], with no set-up charge; (2) transcript and meeting result archiving; (3) audit logs and customisable retention settings. Please also confirm the dedicated assistant seat price of $25 a month, and what the five-meeting limit listed for assistants means in practice. Thanks, [your name]
Bring your compliance officer into the same call. They need to say whether a transcript and meeting result counts as a record you must keep, how client consent has to be captured, and who signs off AI-drafted notes. Those answers set which plan you need; the price table cannot decide them, and neither can this tutorial.
When the written quote arrives, read it line by line against what you asked for. An illustrative quote and what to challenge:
| Line on the quote | Amount | What to challenge |
|---|---|---|
| Professional, 4 users, annual | $468 a month | Nothing, if it matches $117 × 4 |
| Assistant seats, 2 | $50 a month | Whether both seats are needed from day one |
| Onboarding | 1 session included | Hours per session and who attends |
| Archive integration | Not shown | It must appear as included, or as a priced line |
| Term | 12 months, renews at list price | Ask for a renewal cap and a 30-day notice window |
Questions for the sales call, with what a good answer sounds like
| Ask | Why it matters | A good answer |
|---|---|---|
| Who counts as a user, and how are assistants and part-timers billed? | Seats drive the whole price | A written definition, with the $25 assistant seat explained and its meeting limit stated |
| Is the connection to our archive included, and is there any set-up charge? | The page lists the integration, not the charge | "Included; no set-up fee", in the quote |
| Our archive is not Smarsh, Proofpoint or Global Relay. What is the route? | Alternative archives sit under Enterprise | A named integration or a priced Enterprise option, not "we will look into it" |
| Which CRM fields are written back, and can we switch fields off? | Depth matters more than the logo list | A field list for your CRM, with controls per field |
| What happens to a note if the CRM sync fails? | Silent failures leave gaps in the record | An alert and a retry, with a log you can see |
| Where is data stored, for how long, and can we set retention? | Retention settings are listed from Professional | Stated storage location, default period and who can change it |
| Can we see the SOC 2 Type II report under NDA? | The FAQ says the company is certified | Yes, with the report date |
| What are the minimum seats, the term and the renewal price rule? | The page states no minimum | Written terms, with a cap on renewal increases |
| What do we get on exit? | Notes and transcripts are firm records | A full export in a usable format, and a deletion date |
A trial that tests the expensive parts first
Two weeks is short, so test what the price depends on rather than what the demo shows. Run three real meetings with consent obtained, check that each result reaches your archive and can be found by client name, write back five clients' records to the CRM and compare each field with what you would have typed, and time the review of each note. Here is an illustrative scorecard after one trial.
| Test | Pass mark | Result | Verdict |
|---|---|---|---|
| Archive delivery | 3 of 3 results found by client name | 3 of 3, one after a delay | Pass; ask about the delay |
| Consent capture | Recorded for every client before the meeting | Recorded for 2 of 3; the third was missed | Fail; fix the workflow first |
| CRM write-back | No wrong field on 5 records | 1 wrong field in 5 records | Pass with a note to switch the field off |
| Review time | Under 6 minutes a note | Average 5 minutes | Pass |
Decide on the scorecard, then sign only the plan whose features the tests actually used. If nobody touched Zapier, Ultimate is a purchase you can defer. For the wider evaluation, the comparison of Jump, Zocks and Wealthbox for wealth management sets Zocks beside its rivals.
Zocks pricing questions advisers ask
Does Zocks publish its prices?
Yes, at the time of writing. Its pricing page lists Essentials, Professional and Ultimate per user per month, with a discount for annual billing, and sends Enterprise to a contact form. Older articles and some review sites describe pricing as quote-only or quote other figures, so use the vendor's page as the starting point and confirm it in writing.
Does archiving cost extra with Zocks?
On the page I read, archive integrations are tied to the plan rather than sold as a separate line: Professional and Ultimate include them, Essentials does not, and an alternative archive is an Enterprise item. The archive service itself, such as Smarsh or Global Relay, is a separate contract with that vendor, so ask whether Zocks charges anything for set-up.
Why do other sites quote different Zocks prices?
Prices have moved, and the sources differ in date and method. A January 2026 InvestmentNews article quoted $67 and $184 tiers, which match today's annual-billing list, while one review site still says 'contact sales' and estimates $100 to $250 per adviser a month. That range is the site's own editorial estimate, and it does not match the vendor's list.
Is there a free trial for Zocks?
The page lists a 14-day free trial, and its FAQ says a credit card is required to start one. Put the end date in your diary and agree beforehand which tests the trial must pass, because two weeks goes quickly once real client meetings start and an unwanted plan can bill automatically.
Which plan do I need for Zapier or an API?
The comparison table lists Zapier only on Ultimate, and a suite of REST APIs for custom systems as an Enterprise item with a contact-us button. The table uses ticks and crosses, so confirm the current row on the live page before you choose a plan on the strength of either feature.
Further reads
- AI Software for Wealth Management: A Small Firm's Evaluation Checklist — A wider evaluation checklist for any AI tool a small firm buys.
- Jump AI Set-Up for a Three-Adviser Firm: Templates, Consent, Review — How the main alternative is set up, with consent and review steps.
- Jump AI With Wealthbox: Syncing Notes, Tasks and Contacts — What a CRM sync looks like in practice, field by field.
- Can Financial Advisers Use ChatGPT? What Compliance Allows — Where general chat assistants fit alongside a notetaker.
- AI for Wealth Management Firms: A 90-Day Rollout Plan for Small Firms — A rollout plan once you have chosen a tool.
- AI Financial Planning Software for Advisers: What to Test First — More vendor questions, aimed at planning software.
- Best AI for Investment Management Firms: What to Pay For and Skip — A spend ladder for advisers: what to buy first, which note-taker and tax tools justify their price, and which AI purchases a small firm can skip.
- Claude for Financial Advisers: Plugin, Connectors and Plan Needed — What the Claude for Financial Advisors plugin does, which connectors come with it, why Anthropic recommends Enterprise for regulated firms, and the cost.
- Ongoing Advice Review Evidence File: A Checklist for UK Adviser Firms — A grouped checklist for proving ongoing reviews happened: meeting record, review pack and delivery log, with a filled-in sample file.
- How Can AI Help Financial Advisors Find and Keep Clients Compliantly? — A solo adviser's month with AI: research prospects, draft content and nudge reviews, with an approval checkpoint before anything leaves the building.
- AI Tools and AI Development: The Complete 2026 Guide — the AI hub, including every tutorial in the AI-for-business series.
Sources: Zocks' pricing page and homepage; an InvestmentNews article of 9 January 2026; a third-party review page last updated 30 October 2026; all read on 4 November 2026.