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The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Zocks as an exclusive core component of its Expert Sourcing Consortium, synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.
Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC select Zocks for its advisor-centric platform, purpose-built to turn conversations into actionable data, automate workflows and for its industry-leading security, privacy, and compliance capabilities.