Bloks. The Un-CRM for Financial Advisors.
Your CRM takes: your time, your evenings, your attention. Bloks gives it all back. It does the work your CRM never could, making each person feel like your only client.
SOC 2 Type II certified. Data never used for AI training. Flexible client consent. Canadian Data Residency.
Trusted by top-performing financial advisors
Works on its own, or operates with your CRM
My CRM finally working for me
We started using Bloks for compliant notes — and quickly realized it flipped how we think about our CRM.
Brendan Gordon
Managing Partner, GBF Insurance and Investment Planning, Inc.
100% documented, 0 extra effort
Bloks transformed how we document client meetings—saving time while improving quality, consistency, and compliance across every interaction.
Carlo Ferrera
Financial Advisor - Terreault & Associés Inc.
2x faster follow-ups, higher quality
Bloks transformed the way I manage my client meetings. The automated summaries save me valuable time and improve the quality of my follow-ups.
Ian Joly
Financial Wealth Advisor, PPTA
0 setup, value within hours
Bloks was one of the easiest tools I’ve ever adopted. No setup, no training — it just worked from day one. Within hours, I could see the value across my entire workflow.
Luca Talarico
Financial Security Advisor, LT Planning Services Inc.
1 full day back, every week
Bloks easily gives me back a full day every week. What used to take hours of admin now happens automatically — and nothing falls through the cracks.
Matthew Arthur
Certified Financial Planner, Arthur Wealth Management
100% present in every client meeting
Bloks lets me focus on my clients instead of the work around them. I’m more present in meetings, better prepared, and following up more consistently than ever.
Craig Pike
Technology & Service Manager, TruStone Financial, Inc.
0 admin, 100% captured automatically
The best part about Bloks is that it works in the background. I don’t have to think about it — everything is captured, organized, and ready when I need it.
John Vachon
Financial Planning Advisor, Exponent Investment Management
1 aligned team, 100% PIPEDA-compliant
Across our team, Bloks has brought a new level of consistency and efficiency. Everyone is aligned, client interactions are stronger, and we have full confidence in a Canada-based, PIPEDA-compliant system.
Mark Brunelle
Certified Financial Planner, Brunelle Financial Planning Group Ltd.
This is what we mean by Un-CRM
No Setup, No Training, and Never on Your Own
With Bloks, every meeting, call, and email is captured automatically, building your records, updating your profiles, tracking your commitments. No configuration. No data entry. No new habits to build. Works standalone, or syncs directly with your CRM.
And if new technology, especially AI, feels like a big step, you will not take it alone. A dedicated Bloks team will walk you through it live, at your pace, from your first meeting to your whole practice.
You will probably never need us. We are here anyway.
How it works
Un-CRM in four steps.
You work, Bloks handles the rest.
Make exceptional service repeatable and scalable.
Bloks captures opportunities and commitments automatically, then coordinates your team’s efforts — so exceptional service becomes consistent across every client. It no longer depends on individual memory or heroics, but on a system your entire organization runs on.
Walk into every client conversation one step ahead.
Bloks connects the dots across your conversations, emails, documents, and your team’s shared history — then briefs you on what matters most.
Not just what was said — but what’s unresolved, what’s important, and what’s next.
No setup, no training, and a dedicated team walking you through it if you want one.