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  • Zocks
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    4.8 / 5.0
    Customer References 45 total
    About

    Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows. Zocks is backed by a host …

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  • GeoWealth
    Reference Rating
    4.7 / 5.0
    Customer References 6 total
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    GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs). They are an award-winning provider of wealth management technology; combining …

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  • Wealthbox
    Reference Rating
    4.8 / 5.0
    Customer References 6 total
    About

    Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that …

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