Zocks

Follow the on-screen instructions and authenticate your RightCapital account.

Once connected, you'll see RightCapital listed as Connected on the integrations page:

After each meeting, Zocks analyzes the conversation and highlights potential updates for your client’s profile in RightCapital. Zocks compares your meeting notes with existing RightCapital data and suggests new or modified records for you to review and update.

If your contacts are synced, Zocks will automatically select the RightCapital contact to send the data to. If the RightCapital contact is new and hasn't been synced yet, you can manually select the contact name. If you check "Link selected Financial Planning contact to Zocks contact" at the bottom of the modal window, Zocks will link the accounts together.

Zocks will display your client’s current RightCapital data (if there’s any) next to any new details automatically captured during your meeting. For each section where information can be updated, you’ll see both the old data and the suggested update, with checkboxes so you can choose exactly which changes to keep.

No updates are saved unless you choose them, you always have full control. By default, all checkboxes are selected - simply uncheck any sections where you don’t want to keep the suggested update or want to keep the original RightCapital data. Review all the updated information before making changes. When you’re ready, click Save. Only the sections you’ve left checked will be updated in the client's RightCapital profile.