Download Bloks for Mac & Windows.
Start your 14-day full featured free trial.
For this computer
Mac
Apple silicon, M1 and later
For this computer
Be up and running in 5 minutes or less.
Stay in full control and own every interaction.
Your data is private, stored securely, and never used to train AI models.
Three steps. About five minutes.
1
Download & install
Bloks apps for Mac, Windows, and mobile integrate into your workflow.
2
Launch and sign-in
Google or Microsoft - grant read access for Bloks to prepare pre-meeting briefs.
3
Always the best notes
Allow access to audio inputs/outputs and let Bloks take notes on any meeting.
Start on your own, or start with us.
Behind Bloks, there are real people. Most advisors see value the same day, on their own — but if you'd rather have a hand, our dedicated team will walk you through setup, your first meetings, and bringing your whole team on board.
Philippe Tardif-Michaud
Head of Advisor Growth
2:00
Learn Bloks with our video tutorials.
A series of 2-minute videos to get you fully up to speed on the most valuable features Bloks has to offer.
On your phone
Once you’re set up, click on the settings menu in Bloks to see downloads for iOS and Android, or click on the links below.