About Our Integration

With Zocks’ two-way integration with Orion, Zocks is able to include up-to-date portfolio account values including composition, asset allocation, and other portfolio insights pulled from Orion for meeting prep, client questions, and email replies. Zocks is also able to keep client profiles in Orion up to date based on data captured from client meetings. Zocks and Orion work seamlessly to provide advisors:

• In most meetings, clients want to review their portfolio. Zocks pulls real-time account values, asset allocation and activity history from Orion — along with your past notes, financial plan, and CRM data — and adds them directly to your meeting prep, so you walk in fully prepared.
• When a client emails about their investments, Zocks instantly uses your past notes, financial plan, and CRM data for context, and now up-to-date Orion portfolio data to draft a personalized and specific reply.
• If you have a question about a client’s portfolio while in a meeting, just ask Zocks. It can search Orion to instantly give you the answer — saving you the time you’d typically spend accessing the portfolio.
• After every client meeting, Zocks updates Orion, your CRM, and your financial planning software with new client details, reducing compliance alerts and eliminating duplicate data entry.
   

About Integration Partner

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 notes, forms, data entry, 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, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.

Points of Integration

• Bi-directional data sync