Zocks, a privacy-first AI assistant for financial services, and Orion, a leading wealthtech provider, have launched an AI-powered integration to streamline advisor-client interactions. This two-way integration connects Orion’s portfolio management data with Zocks’ communication tools, enabling advisors to deliver personalized advice faster and more efficiently.
Zocks and Orion integrate AI to enhance advisor-client interactions.
Two-way sync pulls Orion portfolio data into Zocks communications.
Automates tasks like meeting prep, emails, and data updates.
Saves advisors time, accelerating actionable financial planning.
Supports compliance with accurate, real-time client records.
Showcased at Future Proof Festival, Sept. 7-10, 2025.
Announced on September 4, 2025, the Zocks and Orion integration automates the flow of portfolio data into advisor-client communications, eliminating time-consuming manual processes. By pulling Orion’s portfolio metrics and client intelligence into Zocks’ platform for forms, emails, and meeting preparation, advisors can focus on strategic planning. The two-way data sync ensures that any updates from client interactions are instantly reflected in Orion, maintaining accurate and compliant records. Mark Gilbert, CEO of Zocks, stated, “The new integration helps advisors and enterprise firms deliver more personalized, data-driven advice faster while also reducing operational complexity.”
The integration enhances client interactions by automating key tasks. For instance, during discussions about market volatility, Zocks can access Orion’s portfolio data, identify allocation insights, create tailored talking points, summarize action items, draft follow-up emails, and update client records in Orion. This efficiency allows early-career advisors to convert prospects quickly and established firms to serve more clients. Reed Colley, President of Orion Advisor Technology, noted, “This integration with Zocks reflects Orion’s AI-first, data-driven vision, bringing portfolio intelligence into the flow of client conversations.”
By automating administrative and research tasks, the Zocks-Orion integration enables advisors to scale their practices while adhering to compliance requirements. The platform’s privacy-first approach ensures secure data handling, critical for financial services. The integration will be showcased at the Future Proof Festival in Huntington Beach, California, from September 7-10, 2025, with Zocks at booth #216 and Orion at booth #502.
The Zocks and Orion partnership revolutionizes financial advisory by integrating AI-driven insights into client interactions. This collaboration empowers advisors to deliver personalized, compliant, and efficient advice, strengthening client relationships and driving business growth.
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.
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. As of June 30, 2025, Orion services over $5 trillion in assets under administration and over $100 billion of wealth management platform assets, supporting over 7.5 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms rely on Orion’s technology to power their businesses and win for investors.
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