Advisors can now automate much of the client data entry and fact-finding processes, streamlining financial planning workflows

Zocks, the privacy-first AI assistant for financial advisors, today announced a direct integration with RightCapital, a leading financial planning software trusted by thousands of advisory firms.

The new AI-powered integration streamlines financial planning workflows by connecting client conversations directly to RightCapital's comprehensive planning platform, reducing manual data entry and accelerating time to advice.

Zocks automatically captures personal and financial details from client conversations and emails, then syncs that data to more than 200 fields in RightCapital. Advisors maintain full control over what data gets synced, including reviewing and selecting which information populates their RightCapital client profiles.

The integration eliminates manual data entry tasks like transcribing meeting notes, filling out fact-finder forms, and updating client records. With the time saved, advisors can focus on more strategic work such as financial analysis, building client relationships, and growing their business.

"For advisors, every minute spent on administrative work is time that a potential client is cooling off," said Mark Gilbert, CEO of Zocks. "The process of gathering and entering data kills client momentum between 'great conversation' and 'great advice.' With our new RightCapital integration, advisors can use AI to go from a meeting to a financial plan faster than ever. This speed is critical for winning new business and meeting client expectations."

"RightCapital is designed to help advisors deliver complex financial plans with clarity and ease," said Shuang Chen, co-founder and CEO of RightCapital. "To support this goal, we are constantly reviewing potential integrations that could help streamline advisor workflows. This new integration with Zocks can help advisors reduce time spent on manual data entry, so they can continue delivering high-quality financial plans at scale."

Zocks has developed robust integrations with dozens of essential industry tools, including Orion, PreciseFP, and Holistiplan within the past six months. The RightCapital partnership builds on the company’s broader vision of streamlining advisor workflows by connecting AI-powered insights with the systems and data advisors already use every day.

Availability and More Information

The integration is available now for Zocks and RightCapital customers. For more information, visit www.zocks.io/financial-planning/rightcapital.

Webinar: December 3, 2025, at 1:00 p.m. ET

The companies will co-host a live webinar on Wednesday, December 3, at 1:00 p.m. ET to showcase the integration. Register for the webinar here.

About Zocks

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.

About RightCapital

RightCapital is financial planning software done right. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors (Source: The Kitces Report – 2024 Financial Planner Productivity Study). For more information, visit https://www.rightcapital.com.

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