Bloks
Bloks is software for financial advisors that captures meetings, emails, and documents and keeps client records current.
- SI Score
- 75/100
- Pricing
- Not confirmed
- Free plan
- Not confirmed
- Sign-up required
- Not confirmed
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What it does
Bloks is an un-CRM for financial advisors. It works on its own or alongside an existing CRM. It captures meetings, calls, emails, documents, calendar, and tasks to build client profiles. It produces meeting briefs and notes, tracks commitments, drafts follow-ups, fills forms, and helps keep the CRM current. The company offers a 14-day free trial with downloads for Mac and Windows, plus iOS and Android. Data is kept in Canada, and the site says it is SOC 2 Type II, PIPEDA, and Law 25 compliant.
Best for
Financial advisorsMeeting note captureClient follow-up and formsKeeping CRM records current