Effective teamwork is the foundation of advisory firms working with multiple advisors and assistants. Whether you’re working with a team of advisors and assistants, having a streamlined system is crucial. That’s where Zocks comes in. Our all-in-one platform is designed to enhance collaboration, efficiency, and control within your team. It can be as transparent as you want it to be and it makes collaboration a breeze.
Zocks is designed with the flexibility to support a variety of team configurations and workflows. Whether you're delegating tasks to assistants, collaborating with multiple advisors, or managing complex, multi-role client servicing structures, Zocks seamlessly adapts to meet your specific needs. Regardless of how intricate or unique your team dynamics may be, Zocks provides a solution that effortlessly fits into your workflow, ensuring efficiency and ease at every level.
Zocks offers complimentary assistant seats that are pre-configured for common advisor-assistant workflows, giving you instant access to essential tools without any complex setup. Our fine-grained access system ensures that every role—from firm owners to assistants—can be precisely customized to match their specific workflows. This seamless integration is an ideal solution for teams looking to enhance operational efficiency with minimal effort.
The Retirement Planning Group, has united its team of advisors and assistants with ease, achieving consistent success through seamless collaboration and workflow integration.
Zocks has helped countless teams improve their workflows, increase efficiency, and elevate their performance. Ready to see what Zocks can do for your team?
You can try Zocks for free or schedule a 15-minute call with our Product Experts, who will walk you through the product and help you get started.
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