Bloks. The Un‑CRM for financial advisors.
Start free.
Never on your own.
Every plan starts with an onboarding session with a real person on the Bloks team, then 14 days free. No contract on monthly plans. Cancel anytime.
All prices in Canadian dollars (CAD).
Bloks Companion
Your daily companion.
In every meeting, before every conversation, on top of every follow-up.
CAD / month per advisor
Onboarding with a real person, then 14 days free.
What Companion does for you
Your meetings
Meeting notes and summaries, no bot on the call
Teams, Zoom, Meet, Webex or in person.
Follow-up emails, drafted before you leave
Coaching after every call
Private to you.
Your clients
Client profiles that build themselves
With every activity in one timeline.
Every commitment tracked
What you promised, to whom, by when.
Works with your CRM
Salesforce, Wealthbox, Equisoft, Pipedrive, Laylah, Maximizer, Cloven.
Your paperwork
PDF forms and compliance letters, done for you
Including KYP letters, ready for your review.
Document management
Bloks Un‑CRM
Limited access
The all-in-one platform.
Everything Companion does, plus the record your practice runs on. No separate CRM required.
CAD / month per advisor
We open the Un‑CRM to a few practices at a time, so every one is moved in properly.
Everything in Companion, plus
The financial picture
Asset tracking
Every holding, per household.
Liability tracking
Mortgages, loans and lines of credit.
Insurance and policies
Every policy, per household.
Your practice
Document management with no storage limit
Every document for every client, filed to the right person.
Client segmentation
Group your book any way you work.
We move you in, no charge.
A real person brings your records over from your current system and stays with you until you’re running.
MA
CAD / month per assistant
Add your assistant.
Add your assistant to either plan, billed with your seat. They see the same clients, the same commitments, the same history - so nothing depends on who was in the room.
Bringing on a team of 20 or more?
Central billing and admin, retention controls and a named success manager.
A real person gets you up and running.
Most advisors see value the same day on their own. You don’t have to. Book a session and someone from the Bloks team sets it up with you, live, at your pace.
Book your onboarding session
A video call with a Bloks team member. Bring your assistant and your team - we get everyone connected and walk through your first meetings together.
Start your 14-day free trial
Every feature in your plan, with everything already connected from day one.
Enjoy an efficient practice
Notes, follow-ups and client files take care of themselves, so your time goes to your clients.
You’ll probably never need us. We’re here anyway.
Compare plans
No limit
Free
Free
Free
Questions before you start
How does the free trial work?
Start by booking an onboarding session. A Bloks team member sets everything up with you and your team on a video call, then your 14 days begin, with every feature in your plan. At the end of the trial, choose annual or monthly, or walk away.
Is onboarding really free?
Yes, on every plan. A real person from the Bloks team meets you and your team on a video call, gets everyone connected, and walks you through your first meetings. On the Un‑CRM, we also move your records in for you, at no charge.
Why is the Un‑CRM in limited access?
Every practice that moves to the Un‑CRM is moved in by a person on our team. We open it to a few practices at a time so each one gets that properly. Request access and we’ll be in touch to plan your move.
Can I start on Companion and move up later?
Yes. Everything Bloks has learned about your clients comes with you. Moving up adds the record; it doesn’t start you over.
Do I have to replace my CRM?
No. Companion works alongside Salesforce, Wealthbox, Equisoft, Pipedrive, Laylah, Maximizer and Cloven. You don’t quit your CRM. You just stop needing it - and when you’re ready, the Un‑CRM is where you go next.
Are prices in Canadian dollars?
Yes. All prices on this page are in Canadian dollars (CAD).
Can I cancel?
Monthly plans cancel anytime, no contract. Annual plans run for the year you paid for. Either way, your data is yours, and you can export all of it.