WEalth managers & financial Advisors
Relationship Intelligence = Trust
Bloks isn’t another AI note-taker; it’s the 360° Relationship Intelligence Engine that keeps clients confident and advisors one step ahead
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Why 360° Relationship Intelligence for Advisors
Bloks is your Relationship GPT—seamlessly weaving every client call, email, review, document, and trusted market data into actionable intelligence that saves advisors hours and compounds into a firm-wide knowledge base that drives growth over time.
Fully Prepared in Minutes
Lightning-fast 360° briefs surface goals, household changes, and personality cues moments before every meeting. Walk in armed with context that turns routine reviews into relationship-deepening conversations.
Instant Follow Ups
One-click summaries and tasks hit clients’ inboxes minutes after each call, sustaining momentum and reinforcing trust. Every action item is captured and tracked automatically, so nothing slips through the cracks.
Immutable, Audit-Ready Memory
Every interaction is recorded, time-stamped, advisor-signed, and instantly exportable—so regulatory audits breeze by stress-free. Sleep easy knowing your book is exam-ready 24/7 without extra paperwork.
Zero-Friction CRM Sync
Notes, tasks, and data points flow into Salesforce, Wealthbox, or other CRM—eliminating the need for dual entry ending stale fields. Spend more time advising clients, less time wrestling with software.
What Bloks Looks Like in Action
From prospect call to portfolio check-in, Bloks distills conversations, emails, and statements into clear insights and next-step tasks—so advisors stay proactive at every turn.
Smart Capture
Capture Zoom, Teams, Meet, or in-person reviews your way—no bots, no friction. Tap pause for sensitive sidebars; notes, screenshots, and SEC-ready summaries roll into a 360° client record and sync to your CRM, keeping compliance effortless and your team aligned.
Powerful Client Briefs
Bloks auto-builds a pre-meeting one-pager that weaves last objectives, recent emails, past docs, and PDFs with personal reminders—birthdays, communication style, charitable interests, and risk temperament—then surfaces next-best actions in plain language. Even junior team members can enter every meeting armed with senior-level insight and a fully documented KYC trail that keeps regulators satisfied.
One-Click CRM Sync & Custodian Sync
Balances, next-review dates, action items, and compliance notes flow instantly into Salesforce, Wealthbox, or another CRM the moment a call ends—no copy-paste, no stale fields. Bloks auto-maps every data point to the right household and triggers reminders so follow-ups never slip. With a single click, export a clean CSV to Orion, Black Diamond, or any portfolio platform, keeping performance reports current and audit trails bullet-proof.
Auto-Drafted Summaries & Tasks
Bloks turns every meeting into a polished recap—customized to your unique style. Action items, key decisions, and next steps are all ready to email in one click. The same summary locks into your CRM as a tamper-proof note, while tasks cascade to your to-do list and reminder workflows, satisfying compliance record-keeping without extra effort.
Ask-Bloks & Knowledge Base
Ask Bloks, “Who mentioned tariff worries?” and it instantly gathers the relevant households, notes, and next steps across calls, emails, and docs. Bloks unifies every touchpoint and keeps learning, so its answers grow sharper over time—your own Relationship GPT in action.
Seamless Team Collaboration
Junior advisors onboard with the full 360° history, ensuring consistent advice and seamless succession planning.One-click sharing of notes, briefs, and tasks keeps the whole team in sync—no follow-up slips through the cracks. New associates ramp on client histories in minutes, delivering seamless, consistent service.
“The moment I installed Bloks, it prepared a rich brief for my next meeting — instantly. Then it started taking notes, with zero setup. It just worked.”
“Sure, I talk to founders, but I'm also running financial models and tracking multiple projects. Keeping track of critical details started to feel impossible.”
“I walk into every call thinking, ‘Coach, put me in.’ Bloks has already briefed me on the people, the history, and the next moves—so I’m sharper and fully present.”
"I’d rather spend my time fully engaged, looking at the person I’m talking to rather than being distracted taking notes."
"It’s only five minutes before a client; I have a quick chat and — boom — Bloks, my assistant, reminds me what we talked about last time.”
Hear from professionals who trust Bloks
Clients feel truly known.
Bloks reminds me to ask about their daughter before we dive into numbers.
Liam O.
Wealth Planner
One search, any answer.
Typed “charitable giving”—Bloks surfaced every relevant note in under a second.
Emily R.
Partner
CRM finally stays clean.
Calls, emails, and docs flow straight into Salesforce & Orion—no dual entry
Alex C.
Managing Director, Family Office
Follow-ups never slip.
Bloks turns action items into tasks and reminders instantly.
Priya N.
Private Wealth Advisor
Notes write themselves.
Every conversation auto-logs and signs off for audits.
David A.
Portfolio Manager
Prep time, crushed.
Bloks briefs balances, goals, and personalities seconds before every review.
Claire M.
Senior Wealth Advisor
Fridays are mine again.
Used to spend time writing notes‚ now I'm back to building relationships and closing business
Stuart Low
Founder and CEO
More calls, less fatigue.
Bloks lets me double my meetings without drowning in admin
Steven Horwitz
Founder and Managing Partner
Like I hired a chief of staff!
It organizes my week better than I ever could.
Scott Sacha
VP Enterprise Data and Analytics
I changed nothing. It changed everything!
I never have to ask Bloks for anything‚ it already knew.
Aileen Crowley
Partner
Enterprise-grade privacy, loved by compliance teams.
Compliant with financial regulations in Canada and the U.S.
All data stored securely.
- SOC2 Certified Infrastructure
We comply with financial and data security regulations in Canada and the U.S. All data is stored in secure, audited infrastructure.
End-to-End Encryption
We use TLS 1.2+ to secure data in transit and AES-256 encryption to protect data at rest—ensuring your information remains private and secure.
Data Residency Compliance
We support regional data hosting in Canada, the U.S., and Europe—helping you meet legal, regulatory, or client-specific residency requirements.
You Own Your Data
You stay in full control—your data is private, never shared, and never used to train AI models. Only your organization can access it.