Bloks

Bloks is an AI assistant for financial advisors that the vendor positions as an alternative to a traditional CRM. It captures meetings, calls and emails, then builds client records, updates profiles and tracks follow up commitments so advisors spend less time on data entry and note taking. It is aimed at independent advisors and advisory firms, with a Canadian focus visible in the Canadian data residency it lists. Features named on the pricing page include AI meeting notes that need no meeting bot, self updating client profiles, smart briefs before meetings, generation of know your client documents, and CRM sync. It can run standalone or alongside an existing CRM. The vendor states it is SOC 2 Type II certified, that data is never used for AI training, that client consent is flexible, and that data is end to end encrypted. A dedicated team offers live onboarding. The Advisor license costs $89 per month, or $1,068 billed annually, which the vendor describes as a 25 percent saving. Every feature is included, with a 14 day free trial. An Assistant add on for license holders costs $69 per month and covers enriching briefs, coordinating follow ups, calendar sharing and maintaining profiles and CRM records. An Enterprise tier is custom priced for teams of 20 or more and adds team wide intelligence, centralized admin and billing, audit trails, retention controls and a dedicated success manager. Prices can be viewed in Canadian or US dollars.