Notetaking AI app Zocks launched new features that can automatically transfer information from client meetings to a ...
Holistiplan's tax planning data and insights are now integrated into the Zocks AI platform. COLLEGE STATION, TEXAS / ACCESS Newswire / September 30, 2025 / Holistiplan, the leading tax planning softwa ...
New AI-powered capabilities enable advisors to provide advice faster, gain more clients, and increase the success rate of associate advisors Zocks, the privacy-first AI assistant for financial ...
A complete estate plan is an essential step in the financial planning process that is often overlooked. Coaching clients through the process and revisiting their estate plan regularly can help them ...
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