Press Release: https://www.zocks.io/press/zocks-and-rightcapital-announce-ai-powered-integration-to-accelerate-time-to-advice How it Works: https://www.zocks.io/financial-planning/rightcapital Setting it up: https://help.zocks.io/en/articles/12687978-rightcapital-financial-planning-integration

Just joined an RIA from the Bank B/D world. He uses e-money for the planning software and I am wondering if Zocks or something like that can take uploaded client statements and input it into the software to save a ton of time. Through e-money you have to pay for it to be done manually currently... I think that we will explore other FP options in the future as we run more of a buckets approach and e-money isn't great at that but it can be tweaked. Right now I am trying to see how to maximize what we have with small tweaks and then make bigger tech stack changes when we start seeing larger inflows of new clients.