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Paid plans start at $67/mo.
Zocks starts at $67 per user per month with annual billing, or $80 monthly, according to its pricing page checked November 6, 2026. Professional is $117 annually or $140 monthly; Ultimate is $184 annually or $220 monthly. Enterprise Platform has custom pricing. There is no free plan, and the published pricing details do not list a free trial. Check whether your team needs higher-tier workflow features or the separate admin assistant add-on before comparing the per-user price.
01Every plan, line by line
| Plan | Billed annually | Billed monthly | Built for |
|---|---|---|---|
| Essentials | $67 | $80 | Advisors who need meeting notes |
| Professional | $117 | $140 | Firms automating client workflows |
| Ultimate | $184 | $220 | Firms automating advanced servicing |
| Enterprise Platform | — | Quote | Organizations deploying across thousands of advisors |
Add-ons and overages
- Dedicated admin assistant seat: $25/mo
- Admin assistants: 5 meetings/mo
What a team pays per month
| Plan | 1 seat | 5 seats | 10 seats | 25 seats |
|---|---|---|---|---|
| Essentials | $67 | $335 | $670 | $1,675 |
| Professional | $117 | $585 | $1,170 | $2,925 |
| Ultimate | $184 | $920 | $1,840 | $4,600 |
02What the plan grid doesn't tell you
Annual billing tradeoff
The advertised $67, $117 and $184 rates are for annual billing. Monthly rates are $80, $140 and $220 per user; the pricing page advertises annual billing as two months free.
Admin assistant add-on
A dedicated admin assistant seat is listed at $25 per month. The pricing details list admin assistants at five meetings per month.
Account opening upgrade
Account opening is included in Ultimate, priced at $184 per user monthly with annual billing or $220 monthly. Essentials and Professional do not list it.
Enterprise quote required
Enterprise Platform uses custom pricing. The pricing details do not publish a dollar amount.
03Which plan should you buy?
| If you are… | Get | Why |
|---|---|---|
| Advisors focused on meeting notes | Essentials | Includes unlimited meetings, AI note-taking, meeting preparation, and CRM and planning integrations at the lowest listed price. |
| Firms automating client workflows | Professional | Adds MCP, form filling, reporting, analytics, dedicated admin assistant seats, and one personalized onboarding session. |
| Firms automating account opening | Ultimate | Adds account opening, native meeting scheduling, document data extraction and syncing, and three personalized onboarding sessions. |
04Is Zocks worth the money?
Zocks looks worth pricing out for advisory firms that will use meeting capture, preparation, data sync, and follow-up workflows regularly. The price steps up from $67 to $117 to $184 per user monthly with annual billing, and account opening is reserved for Ultimate. Essentials is the lower-cost fit for teams focused on notes; firms needing onboarding automation should weigh Ultimate’s price against those workflows. Enterprise pricing and free-trial terms are not published on the vendor's site.
Zocks pricing FAQ
How much does Zocks cost?
According to the pricing page, Essentials costs $80 per user per month, or $67 with annual billing. Professional is $140 monthly or $117 annually, and Ultimate is $220 monthly or $184 annually. Enterprise Platform has custom pricing.
Does Zocks offer a free plan or trial?
Zocks does not list a free plan. The published pricing details do not list a free trial, so we would confirm trial availability with the vendor before treating it as part of a purchase decision.
Does Zocks charge extra for admin assistants?
The pricing details list a dedicated admin assistant seat at $25 per month and state that admin assistants have five meetings per month. Professional also includes dedicated admin assistant seats, but the published details do not clarify how the add-on relates to those seats.
Which Zocks plan includes account opening?
Ultimate includes account opening, along with native meeting scheduling and document data extraction and syncing. Its listed price is $184 per user per month with annual billing or $220 monthly. Essentials and Professional do not list account opening.