Bloks
A tool to organize notes, tasks, and meetings.
At a glance
Price not confirmed · Source review 2026-11-01- Price & billing
No amount was shown in the official homepage text captured on 2026-11-02; the page offers a free trial and demo booking, but no tier, limit or renewal price was verified; recheck official pricing before purchase.
- Free allowance
No amount was shown in the official homepage text captured on 2026-11-02; the page offers a free trial and demo booking, but no tier, limit or renewal price was verified; recheck official pricing before purchase.
- Best suited to
Financial advisors who want client files, notes and follow-ups handled for them
Fit is editorial guidance, not a measured result.- Platforms
Access: not separately verified. Operating systems not separately verified.
Published-source facts and editorial guidance. No product test is implied. Confirm current conditions before purchase.
No product screenshot is claimed for this listing. Use the official website ↗ to inspect the current interface.
What to know before choosing
Good fit
Financial advisors who want client files, notes and follow-ups handled for them
Limits and trade-offs
The homepage text does not show plan prices, and its advisor examples are vendor-selected.
Plans and free allowances
No amount was shown in the official homepage text captured on 2026-11-02; the page offers a free trial and demo booking, but no tier, limit or renewal price was verified; recheck official pricing before purchase.
Evidence
Official homepage ↗ (reviewed 2026-11-01)
Official published page review; no authenticated product test
Dates: Last reviewed 2026-11-01. Last reviewed is the latest source or editorial review date; it is not a content-change date.
A closer look at Bloks
Bloks is the Un-CRM for financial advisors: instead of taking evenings and attention like a traditional CRM, it gives that time back by doing meeting notes, client files, follow-ups and forms. It captures meetings, calls, emails, documents, calendar and tasks, plus team input and public information, into one current file per client. It works on its own or alongside an existing CRM, and the homepage states SOC 2 Type II certification, Canadian data residency, and that data is never used to train AI.
Editorial guidance based on published documentation. The workflow below is a suggested starting point, not a measured product result.
When to choose Bloks
- Financial advisors drowning in meeting notes, files and follow-ups
- Advisory teams that want one current file per client without manual entry
- Firms that need Canadian data residency and SOC 2 Type II assurance
When to choose something else
- Advisors outside financial services who need a general CRM
- Firms that want a traditional CRM they operate by hand
A practical starting workflow
- Connect the sources Bloks learns from: meetings, calls, email, documents and calendar
- Let it build and keep current one file per client
- Ask anything about a client instead of digging through files
- Let follow-ups, forms and file updates happen without manual entry
Check before committing
- Vendor claims about time saved and practice memory are homepage examples, not guarantees for a new firm.
- Prices and features may change after this review; recheck the official site before purchase or signup.
Common questions
What is Bloks?
The Un-CRM for financial advisors: it gives back the time a CRM takes by handling meeting notes, client files, follow-ups and forms for you.
What does Bloks capture?
It captures meetings, calls, emails, documents, calendar and tasks, plus team input and public information such as LinkedIn, websites and news, into one file per client.
Do I have to quit my CRM to use Bloks?
It works on its own, or alongside an existing CRM, and the homepage shows a Wealthbox sync example.
How is client data handled?
The homepage states SOC 2 Type II certification, Canadian data residency, and that data is never used to train AI.
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Sources and checks
Last source review is not a date of product testing. No rating or test result is implied by inclusion. Check the current plan and terms before buying.