Both prepare an adviser for a meeting and draft the follow-up afterwards. Zocks is an assistant for financial services with a long list of planning, portfolio and CRM connections and a published three-tier price. Briefi is built around the Australian advice year: every ongoing fee, the consent window for each, signing and a client portal on the same record. If your stack is built on those connections, look at Zocks. If you work to Australian fee consent rules and want the signed copy filed to the household, look at Briefi.
What each does today. Every line about Zocks links to the page it came from.
| Briefi AdvisorPlans from A$89 a month | Zocks | |
|---|---|---|
| Meetings | ||
| Prep before the meeting | Briefi AdvisorYesA brief generated before you meet: the service arrangement, what was recommended and what is outstanding | ZocksYesLists meeting prep from its first tier2 |
| Follow-up emails | Briefi AdvisorYesA follow-up drafted for you to check, sent from your own mailbox, with actions that have an owner | ZocksYesLists pre-meeting and follow-up emails from its first tier2 |
| Recording of the conversation | Briefi AdvisorYesRecords and transcribes by bot on Pro and up, in the browser, or face to face with the standalone recorder | ZocksSays it does not recordStates that it never records your client conversations1 |
| Forms and connections | ||
| Forms | Briefi AdvisorYesFact-find, advice fee agreement and ongoing fee consent come ready to copy and change | ZocksYesLists automatic form filling from its second tier2 |
| Planning, portfolio and adviser CRM connections | Briefi AdvisorNot thoseBriefi has no connection to planning software, platforms or Salesforce. It pushes to HubSpot and six other CRMs on Pro and up. | ZocksListedIts home page cites 40+ two-way integrations, and its integrations page lists Salesforce, Redtail, Wealthbox, eMoney, Orion and others, with each card tagged “Coming Soon”. We could not confirm which are live.13 |
| Data and assurance | ||
| Where data is held | Briefi AdvisorStored in SydneySome processing uses providers overseas. The Security page lists them. | ZocksRegion not namedIts security page names AWS as a subprocessor and gives no region4 |
Briefi holds the fee register. A row appears only where Zocks’s own pages say something we could check, so what Zocks does beyond these pages is not shown here.
If any of these decides it for you, Zocks is likely the better fit today.
Zocks cites 40+ two-way integrations and names Salesforce and eMoney on its home page. Its integrations page also lists Redtail, Wealthbox, Orion and Black Diamond, though it tags each card “Coming Soon”, so check which are live. Briefi has no connection to adviser planning software or platforms, and your team records each fee and policy.13
Zocks lists automatic form filling and client profiles from its Professional tier, and document data extraction on Ultimate. Briefi gives you forms ready to copy and change, and the client completes and signs them.2
Zocks states that it never records your client conversations, and that no LLMs hold or train on your data. If a recording is something your practice does not want to hold, that is a real difference. Briefi records and transcribes, and the Security page sets out how that is stored.1
Zocks shows three tiers with monthly and annual prices, a 14-day free trial and a quote-only Enterprise tier.21
Zocks states SOC 2 Type 2 on its security page.4
Briefi keeps the fee, the consent and the meeting on one record, so you can see where each client stands.
A register of every ongoing fee arrangement with a reference day. Whether consent is current, open, due or lapsed is worked out each time, with a window from 60 days before to 150 days after the anniversary.
A year that closed without consent is not quietly revived when a later consent arrives. The arrangement leads the client’s record as “stop the fees”.
Financial Services Guide, privacy statement and advice fee agreement go out in one link. Each client signs for themselves and the signed copy is filed to the household.
Document requests that clients answer by upload, policies you placed with a status that carries the date somebody last confirmed it, and an optional portal where clients see their fee arrangement.
Briefi does not write the Statement of Advice, and the advice and your duties stay with you. The consent windows are Australian law, so a workspace outside Australia has none. Written output is in English only.
Briefi charges a monthly plan price, with the seats and allowances each plan includes set out on the pricing page. Zocks lists a price for each user. Its figures are as shown on its pricing page on the date given, and the page names no currency; check it before you decide.
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
They overlap on the meeting work: prep before the meeting and a follow-up afterwards. They differ elsewhere. Briefi adds the fee arrangement register, consent windows, signing and a client portal. Zocks lists a long run of planning, portfolio and CRM connections that Briefi does not have.
No. Briefi cannot see planning software, platforms or those CRMs. Your team records each fee arrangement, policy and date, and every policy status shows the date somebody last confirmed it.
Each ongoing arrangement has a reference day. Briefi works out from it, and from the consents recorded, whether consent is current, open, due or lapsed, using a window that runs from 60 days before each anniversary to 150 days after. The signed form records the consent on the arrangement. Your licensee’s own rules and your own advice on the law come first.
Yes. It can join by bot on Pro and up, record in the browser, or record face to face with the standalone recorder, and it transcribes what was said. Zocks states that it never records client conversations, so if holding no recording matters to your practice, weigh that.
Stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are. Zocks’s security page names AWS as a subprocessor and does not give a region.
Yes. Nothing in Briefi stops you keeping Zocks for existing meetings while you set up Briefi for new clients. Policies can be imported from a file; fee arrangements are not importable yet, so today you record each one on the client’s record.
Last reviewed 15 October 2026. Facts about Zocks come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
Briefi’s own pages