A simple plan for serious work.
Bloks is built for professionals—and priced for teams who value their time. No hidden fees. Cancel anytime.
Behind every plan, 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.
Bloks transformed how we document client meetings—saving time while improving quality, consistency, and compliance across every interaction.
Carlo Ferrara
Financial Security Advisor, Terreault & Associés, Inc.
Designed for compliance and scale.
We take security as seriously as you do. Bloks is built from the ground up with a privacy-first architecture, giving you the power of AI without compromising on institutional security requirements.
SOC2 & Regulatory Compliance
Full adherence to industry standards, ensuring safe deployment across your entire organization.
Data Sovereignty
You retain 100% ownership of your data. We provide the tools to manage access, retention, and deletion at scale.