STRATA AI
Full Operating System
$79
per advisor / month
Notetaker vs Operating System
STRATA VS ZOCKS:
WHY INDEPENDENT RIAS
ARE SWITCHING.
Zocks is a notetaker. Strata is the operating system your firm runs on. Per the Kitces 2025 AdvisorTech Study, agentic AI assistants are a separate category from notetakers — and 90% of advisors haven't adopted yet. Be early.
Book Your Demo
20 minutes. See why independent advisors are migrating to Agentic AI.
No credit card. Qualified independent advisors only.
The Pricing Reality
MORE CAPABILITY.
LOWER PRICE.
The math is straightforward — Strata's entry tier delivers significantly more capability than Zocks' top tier, yet it sits at a lower price point than Zocks' middle tier.
ZOCKS
Tiered Notetaking Only
$67 – $184
per advisor / month
"Strata replaces Zocks, your follow-up tool, and your email automation with one streamlined $79 subscription."
The Upgrade Path
WHY ADVISORS
SWITCH.
Firms are migrating because transcription isn't enough anymore. You don't just need notes—you need an intelligence layer that runs your independent RIA.
Beyond Notetaking
Strata operates as your firm's intelligence layer, not just a transcription tool. It thinks, categorizes, and executes tasks proactively.
One Platform Not Six
Replace Zocks plus your CRM workflow plus your follow-up tool plus your email automation with one powerful Strata subscription.
Built For Independent RIAs
Designed for firms under 20 advisors. We deliver compliance-aware language and a deep Wealthbox-native architecture.
Head-to-Head Data
STRATA VS ZOCKS
CAPABILITY COMPARISON.
| Capability | Strata | Zocks |
|---|---|---|
| Meeting Intelligence | Yes | Yes |
| CRM-Compliant Notes | Yes | Partial |
| Wealthbox Integration | Native | Native |
| Client Memory Across Meetings | Yes | No |
| Morning Brief | Yes | No |
| Mass Personalized Email | Yes | No |
| Statement Parser | Yes | No |
| Built-in Market Intelligence | Yes | No |
| Client Intelligence Dashboard | Yes | No |
| Custom AI Agents (Ignition tier) | Yes | No |
| Implementation Partnership | Yes | No |
| Category Per Kitces 2025 | Agentic AI Assistant | AI Notetaker |
UPGRADE FROM NOTETAKING
TO AN OPERATING SYSTEM.
Book a 20-minute demo to see why independent RIAs are replacing Zocks with Strata.
Book My Free Demo →Agentic AI Category · Deep Wealthbox Integration · $79/month